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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

40 hedge funds and large institutions have $24M invested in Invesco KBW Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$439K
3
FTUS
3
Flow Traders U.S.
New York
$354K
4
SF
4
Synovus Financial
Georgia
$792K
5
Bank of America
5
Bank of America
North Carolina
$2.51M

Top Sellers

1
FFBTD
1
First Financial Bank - Trust Division
Ohio
$2.98M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.16M
4
NC
4
NovaPoint Capital
Georgia
$2.29M
5
Jane Street
5
Jane Street
New York
$811K
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$77.5K 1,360 +1,360 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$57K 1,000 – –
GT
28
Glenmede Trust
Pennsylvania
$33.2K 583 +583 New
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$29.7K 522 +522 New
GWM
30
Geneos Wealth Management
Colorado
$17.1K 300 – –
Wells Fargo
31
Wells Fargo
California
$8.61K 151 -1 -0.7%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$7K 123 -6 -5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$6K 99 +99 New
BFO
34
Biltmore Family Office
North Carolina
$5.7K 100 – –
USCWA
35
U.S. Capital Wealth Advisors
Texas
$5.7K 100 +100 New
WWM
36
Wagner Wealth Management
South Carolina
$4.33K 76 -46 -38%
FHA
37
First Horizon Advisors
Tennessee
$3.93K 69 – –
EWM
38
Endurance Wealth Management
Rhode Island
$3K 61 +61 New
William Blair & Company
39
William Blair & Company
Illinois
$2.34K 41 – –
BAM
40
Belpointe Asset Management
Nevada
$1.43K 25 +25 New
FEM
41
Fulcrum Equity Management
Texas
– – -46,173 Closed
PWA
42
PCG Wealth Advisors
Kansas
– – -5,748 Closed
NFG
43
Nations Financial Group
Iowa
– – -4,497 Closed
Goldman Sachs
44
Goldman Sachs
New York
– – -4,270 Closed
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
– – -271 Closed
IWP
46
IAG Wealth Partners
Wisconsin
– – -95 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
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