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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

31 hedge funds and large institutions have $82.3M invested in Invesco KBW Regional Banking ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
4
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$42.5M
2
RJA
2
Raymond James & Associates
Florida
$11M
3
BTS
3
BB&T Securities
Virginia
$2.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.07M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
LPL Financial
2
LPL Financial
California
$2.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$537K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
MFS
5
MSI Financial Services
Massachusetts
$19K
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$42.5M 1,089,176 +1,089,176 New
RJA
2
Raymond James & Associates
Florida
$11M 281,349 +281,349 New
Brown Advisory
3
Brown Advisory
Maryland
$9.76M 250,110 -4,260 -2%
Bank of America
4
Bank of America
North Carolina
$5.03M 128,941 +978 +0.8%
BTS
5
BB&T Securities
Virginia
$2.48M 63,555 +63,555 New
LPL Financial
6
LPL Financial
California
$2.04M 53,694 -29,488 -35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.71M 43,855 +12,481 +40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.23M 31,599 +31,599 New
SCM
9
SOL Capital Management
Maryland
$1.15M 29,475 – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.07M 27,345 +27,345 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$867K 22,207 -1,618 -7%
Jane Street
12
Jane Street
New York
$843K 21,610 +21,610 New
Morgan Stanley
13
Morgan Stanley
New York
$537K 13,770 -17,237 -56%
Citadel Advisors
14
Citadel Advisors
Florida
$493K 12,633 +12,633 New
SF
15
Synovus Financial
Georgia
$487K 12,494 +20 +0.2%
Stifel Financial
16
Stifel Financial
Missouri
$345K 8,871 -3,349 -27%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$201K 5,161 +5,161 New
UBS Group
18
UBS Group
Switzerland
$196K 5,025 -1,774 -26%
S
19
SignatureFD
Georgia
$95K 2,435 +2,435 New
Wells Fargo
20
Wells Fargo
California
$77K 1,967 +1,967 New
Citigroup
21
Citigroup
New York
$40K 1,017 +17 +2%
AIG
22
American International Group
New York
$20K 500 – –
TRCT
23
Tower Research Capital (TRC)
New York
$20K 500 +500 New
MFS
24
MSI Financial Services
Massachusetts
$19K 485 -5,002 -91%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$18K 453 -557 -55%
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