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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

49 hedge funds and large institutions have $117M invested in Invesco KBW Regional Banking ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$13M
2
UBS Group
2
UBS Group
Switzerland
$8.86M
3
BTS
3
BB&T Securities
Virginia
$1.35M
4
C
4
Clearshares
New York
$2.47M
5
1IA
5
1834 Investment Advisors
Wisconsin
$6.43M

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$11.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CA
3
Cetera Advisors
Colorado
$330K
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23M 396,686 -11,152 -3%
BFG
2
Bouchey Financial Group
New York
$13.6M 234,606 +12,014 +5%
Brown Advisory
3
Brown Advisory
Maryland
$13M 224,147 +224,147 New
PSUF
4
People's United Financial
Connecticut
$11.8M 3,100 -500 -14%
Ameriprise
5
Ameriprise
Minnesota
$10.1M 173,602 +16,347 +10%
UBS Group
6
UBS Group
Switzerland
$8.86M 152,898 +40,343 +36%
Morgan Stanley
7
Morgan Stanley
New York
$7.61M 131,358 +15,119 +13%
1IA
8
1834 Investment Advisors
Wisconsin
$6.43M 110,950 +18,958 +21%
VAS
9
Valicenti Advisory Services
New York
$3.14M 54,252 +1,535 +3%
NCMW
10
Northern Capital Management (Wisconsin)
Wisconsin
$2.88M 49,630 +6,930 +16%
C
11
Clearshares
New York
$2.47M 42,700 +22,340 +110%
SCM
12
SOL Capital Management
Maryland
$1.67M 28,746 -1,700 -6%
KIA
13
KCM Investment Advisors
California
$1.51M 26,025 – –
BTS
14
BB&T Securities
Virginia
$1.35M 23,365 +23,365 New
LPL Financial
15
LPL Financial
California
$1.14M 19,591 +1,501 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$922K 15,915 +889 +6%
Goldman Sachs
17
Goldman Sachs
New York
$903K 15,580 +15,580 New
RMAM
18
Raab & Moskowitz Asset Management
New Jersey
$785K 13,550 +375 +3%
SF
19
Synovus Financial
Georgia
$756K 13,032 +466 +4%
FWIA
20
Fort Washington Investment Advisors
Ohio
$626K 10,810 -1,900 -15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$624K 10,774 +659 +7%
HCA
22
Heck Capital Advisors
Wisconsin
$623K 10,761 +10,761 New
CFA
23
Cahill Financial Advisors
Minnesota
$534K 9,216 +766 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$464K 8,000 +2,999 +60%
HB
25
Homrich & Berg
Georgia
$381K 6,574 +990 +18%
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