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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

28 hedge funds and large institutions have $84.3M invested in Invesco KBW Regional Banking ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$986K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.54M
5
DI
5
Diligent Investors
California
$212K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$653K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$520K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
RJA
5
Raymond James & Associates
Florida
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$43.8M 1,088,073 -1,103 -0.1%
RJA
2
Raymond James & Associates
Florida
$11.1M 275,162 -6,187 -2%
Brown Advisory
3
Brown Advisory
Maryland
$9.95M 247,240 -2,870 -1%
Bank of America
4
Bank of America
North Carolina
$6.12M 152,126 +23,185 +18%
BTS
5
BB&T Securities
Virginia
$2.65M 65,881 +2,326 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.1M 52,245 +8,390 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.54M 38,170 +6,571 +21%
SCM
8
SOL Capital Management
Maryland
$1.19M 29,475 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.08M 26,934 -411 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M 26,336 +4,129 +19%
Morgan Stanley
11
Morgan Stanley
New York
$986K 24,509 +10,739 +78%
LPL Financial
12
LPL Financial
California
$653K 16,771 -36,923 -69%
Jane Street
13
Jane Street
New York
$520K 12,935 -8,675 -40%
SF
14
Synovus Financial
Georgia
$491K 12,217 -277 -2%
DI
15
Diligent Investors
California
$212K 5,269 +5,269 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$201K 5,000 +5,000 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$200K 4,981 -180 -3%
UBS Group
18
UBS Group
Switzerland
$178K 4,425 -600 -12%
S
19
SignatureFD
Georgia
$98K 2,435 – –
Wells Fargo
20
Wells Fargo
California
$43K 1,058 -909 -46%
Citigroup
21
Citigroup
New York
$40K 1,000 -17 -2%
AG
22
Advisor Group
Arizona
$39K 982 +982 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$37K 911 +458 +101%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$29K 733 +433 +144%
AWMS
25
Advocacy Wealth Management Services
Georgia
$10K 240 -13 -5%
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