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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

32 hedge funds and large institutions have $27.6M invested in Invesco KBW Regional Banking ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$1.65M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.06M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$917K
5
RJA
5
Raymond James & Associates
Florida
$396K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
Jane Street
2
Jane Street
New York
$247K
3
Bank of America
3
Bank of America
North Carolina
$4.73M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$47K
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$26K 433 +154 +55%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$26K 441 +441 New
Wells Fargo
28
Wells Fargo
California
$16K 264 -400 -60%
CIAS
29
Capital Investment Advisory Services
North Carolina
$13K 220 – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$12K 200 – –
IWP
31
IAG Wealth Partners
Wisconsin
$6K 95 – –
William Blair & Company
32
William Blair & Company
Illinois
$2K 41 – –
RCS
33
Retirement Capital Strategies
California
– – -136,260 Closed
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
– – -7,501 Closed
Ameriprise
35
Ameriprise
Minnesota
– – -4,958 Closed
CFA
36
Carroll Financial Associates
North Carolina
– – -329 Closed
SPIA
37
Steward Partners Investment Advisory
New York
– – -200 Closed
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
– – -114 Closed
GWM
39
Geneos Wealth Management
Colorado
– – -56 Closed
TCWM
40
Total Clarity Wealth Management
Illinois
– – -10 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– – -3 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2