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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

49 hedge funds and large institutions have $85.2M invested in Invesco KBW Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.91M
2
1IA
2
1834 Investment Advisors
Wisconsin
$5.22M
3
UBS Group
3
UBS Group
Switzerland
$6.38M
4
BFG
4
Bouchey Financial Group
New York
$12.6M
5
C
5
Clearshares
New York
$1.14M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
Jane Street
2
Jane Street
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$852K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$79K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.1M 407,838 +12,594 +3%
BFG
2
Bouchey Financial Group
New York
$12.6M 222,592 +26,855 +14%
Ameriprise
3
Ameriprise
Minnesota
$8.91M 157,255 +111,175 +241%
Morgan Stanley
4
Morgan Stanley
New York
$6.59M 116,239 +5,891 +5%
UBS Group
5
UBS Group
Switzerland
$6.38M 112,555 +28,900 +35%
1IA
6
1834 Investment Advisors
Wisconsin
$5.22M 91,992 +91,992 New
VAS
7
Valicenti Advisory Services
New York
$2.99M 52,717 +1,062 +2%
NCMW
8
Northern Capital Management (Wisconsin)
Wisconsin
$2.42M 42,700 +3,210 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.89M 33,383 +10,092 +43%
SCM
10
SOL Capital Management
Maryland
$1.73M 30,446 -109 -0.4%
CA
11
Cetera Advisors
Colorado
$1.52M 26,874 +295 +1%
KIA
12
KCM Investment Advisors
California
$1.48M 26,025 +1,670 +7%
C
13
Clearshares
New York
$1.14M 20,360 +20,360 New
LPL Financial
14
LPL Financial
California
$1.03M 18,090 +1,978 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$852K 15,026 -4,569 -23%
RMAM
16
Raab & Moskowitz Asset Management
New Jersey
$747K 13,175 +13,175 New
FWIA
17
Fort Washington Investment Advisors
Ohio
$721K 12,710 +300 +2%
SF
18
Synovus Financial
Georgia
$710K 12,566 +33 +0.3%
PAG
19
Private Advisor Group
New Jersey
$670K 11,817 +11,817 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$573K 10,115 -161 -2%
CFA
21
Cahill Financial Advisors
Minnesota
$480K 8,450 +8,450 New
SC
22
Scotia Capital
Ontario, Canada
$389K 6,859 +464 +7%
SG
23
StoneX Group
New York
$339K 5,974 +922 +18%
HB
24
Homrich & Berg
Georgia
$317K 5,584 -315 -5%
Stifel Financial
25
Stifel Financial
Missouri
$290K 5,100 +5,100 New
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