KBWR icon

Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

33 hedge funds and large institutions have $11.4M invested in Invesco KBW Regional Banking ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$646K
2
Jane Street
2
Jane Street
New York
$568K
3
ATC
3
Argent Trust Co
Tennessee
$233K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$227K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118K

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$829K
3
PAG
3
Private Advisor Group
New Jersey
$217K
4
Bank of America
4
Bank of America
North Carolina
$652K
5
FFBTD
5
First Financial Bank - Trust Division
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIL
26
Rothschild Investment LLC
Illinois
$20.4K 400 – –
IWP
27
IAG Wealth Partners
Wisconsin
$12.2K 240 – –
PS
28
Principal Securities
Iowa
$10.2K 200 – –
BFEC
29
Benjamin F. Edwards & Company
Missouri
$7K 128 +1 +0.8%
AIM
30
Anchor Investment Management
South Carolina
$6.11K 120 – –
SS
31
Sunbelt Securities
Texas
$2.72K 53 – –
CSC
32
Caldwell Sutter Capital
California
$2.55K 50 – –
EWP
33
Elevation Wealth Partners
California
$1.02K 20 -60 -75%
SAM
34
Synergy Asset Management
Washington
– – -55,747 Closed
FFBTD
35
First Financial Bank - Trust Division
Ohio
– – -5,342 Closed
BWP
36
BSW Wealth Partners
Colorado
– – -4,297 Closed
Goldman Sachs
37
Goldman Sachs
New York
– – -4,236 Closed
BWA
38
Bordeaux Wealth Advisors
California
– – -4,235 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– – -4,230 Closed
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
– – -3,668 Closed
PTC
41
Private Trust Company
Ohio
– – -845 Closed
US Bancorp
42
US Bancorp
Minnesota
– – -142 Closed
RPCA
43
Running Point Capital Advisors
California
– – -90 Closed
Wells Fargo
44
Wells Fargo
California
– – – –
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2