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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

33 hedge funds and large institutions have $15.8M invested in Invesco KBW Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.63M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$688K
3
LPL Financial
3
LPL Financial
California
$1.16M
4
Ameriprise
4
Ameriprise
Minnesota
$404K
5
RAM
5
Redmond Asset Management
Virginia
$271K

Top Sellers

1
NC
1
NovaPoint Capital
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$946K
3
FFBTD
3
First Financial Bank - Trust Division
Ohio
$1.01M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Anchor Investment Management
South Carolina
$5.54K 120 +120 New
BFO
27
Biltmore Family Office
North Carolina
$4.61K 100 – –
WWM
28
Wagner Wealth Management
South Carolina
$3.51K 76 – –
EWM
29
Endurance Wealth Management
Rhode Island
$3K 61 – –
SS
30
Sunbelt Securities
Texas
$2.39K 52 +52 New
William Blair & Company
31
William Blair & Company
Illinois
$1.89K 41 – –
BAM
32
Belpointe Asset Management
Nevada
$1.15K 25 – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$46 1 +1 New
NC
34
NovaPoint Capital
Georgia
– – -40,116 Closed
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
– – -7,700 Closed
FTUS
36
Flow Traders U.S.
New York
– – -6,214 Closed
Stifel Financial
37
Stifel Financial
Missouri
– – -4,719 Closed
MHIC
38
Marble Harbor Investment Counsel
Massachusetts
– – -4,200 Closed
FAIM
39
Financial Advocates Investment Management
Washington
– – -3,808 Closed
Cerity Partners
40
Cerity Partners
New York
– – -3,800 Closed
FC
41
Fusion Capital
South Carolina
– – -3,734 Closed
RWA
42
River Wealth Advisors
Pennsylvania
– – -3,641 Closed
PFC
43
Phocas Financial Corp
California
– – -1,360 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– – -1,000 Closed
USCWA
45
U.S. Capital Wealth Advisors
Texas
– – -100 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– – -99 Closed
FHA
47
First Horizon Advisors
Tennessee
– – -69 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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