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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

38 hedge funds and large institutions have $35.5M invested in Invesco KBW Regional Banking ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$3.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.66M
3
Citadel Advisors
3
Citadel Advisors
Florida
$586K
4
OWD
4
Osborn Williams & Donohoe
Ohio
$244K
5
Jane Street
5
Jane Street
New York
$493K

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$612K
3
Bank of America
3
Bank of America
North Carolina
$3.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.17M
5
BTS
5
BB&T Securities
Virginia
$211K
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
26
WealthBridge Capital Management
Ohio
$106K 2,042 -2,084 -51%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$83K 1,700 -150 -8%
Wells Fargo
28
Wells Fargo
California
$62K 1,275 -165 -11%
1IA
29
1834 Investment Advisors
Wisconsin
$49K 1,009 -227 -18%
William Blair & Company
30
William Blair & Company
Illinois
$40K 829 -1,474 -64%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$30K 625 – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$15K 300 – –
CA
33
Cetera Advisors
Colorado
$12K 214 +214 New
FANJ
34
Financial Architects (New Jersey)
New Jersey
$10K 200 – –
AG
35
Advisor Group
Arizona
$5K 104 -1,999 -95%
YWP
36
YorkBridge Wealth Partners
New York
$5K 100 – –
BFG
37
Bouchey Financial Group
New York
– – -149,853 Closed
KIA
38
KCM Investment Advisors
California
– – -15,275 Closed
RWA
39
River Wealth Advisors
Pennsylvania
– – -3,366 Closed
GT
40
Glenmede Trust
Pennsylvania
– – -1,800 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– – -1,512 Closed
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
– – -1,100 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– – -1 Closed
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
$0 1 – –
PFC
45
Phocas Financial Corp
California
– – – –
Barclays
46
Barclays
United Kingdom
$0 8 – –
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2