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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

41 hedge funds and large institutions have $77.2M invested in Invesco KBW Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Valicenti Advisory Services
New York
$2.89M
2
UBS Group
2
UBS Group
Switzerland
$4.69M
3
Bank of America
3
Bank of America
North Carolina
$22.1M
4
NCMW
4
Northern Capital Management (Wisconsin)
Wisconsin
$2.21M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$239K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$575K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
PAG
4
Private Advisor Group
New Jersey
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.1M 395,244 +22,919 +6%
Brown Advisory
2
Brown Advisory
Maryland
$12.6M 224,297 -433 -0.2%
BFG
3
Bouchey Financial Group
New York
$11M 195,737 +5,667 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.18M 110,348 +64 +0.1%
UBS Group
5
UBS Group
Switzerland
$4.69M 83,655 +34,742 +71%
VAS
6
Valicenti Advisory Services
New York
$2.89M 51,655 +51,655 New
Ameriprise
7
Ameriprise
Minnesota
$2.58M 46,080 +1,340 +3%
NCMW
8
Northern Capital Management (Wisconsin)
Wisconsin
$2.21M 39,490 +13,030 +49%
SCM
9
SOL Capital Management
Maryland
$1.71M 30,555 -2,300 -7%
CA
10
Cetera Advisors
Colorado
$1.49M 26,579 +869 +3%
KIA
11
KCM Investment Advisors
California
$1.36M 24,355 +600 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.3M 23,291 -9,528 -29%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.1M 19,595 -3,571 -15%
LPL Financial
14
LPL Financial
California
$902K 16,112 -263 -2%
Jane Street
15
Jane Street
New York
$703K 12,558 +12,558 New
SF
16
Synovus Financial
Georgia
$702K 12,533 +82 +0.7%
FWIA
17
Fort Washington Investment Advisors
Ohio
$695K 12,410 +12,410 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$575K 10,276 -11,402 -53%
SC
19
Scotia Capital
Ontario, Canada
$357K 6,395 +339 +6%
HB
20
Homrich & Berg
Georgia
$330K 5,899 +351 +6%
SG
21
StoneX Group
New York
$283K 5,052 -942 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$280K 5,001 +1 +0%
DI
23
Diligent Investors
California
$270K 4,815 -100 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$239K 4,263 -197,979 -98%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$134K 2,392 +388 +19%
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