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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

34 hedge funds and large institutions have $33.6M invested in Invesco KBW Regional Banking ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.64M
2
Jane Street
2
Jane Street
New York
$875K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$292K
4
Citadel Advisors
4
Citadel Advisors
Florida
$729K
5
HPC
5
HM Payson & Co
Maine
$50K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.27M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.53M
3
Brown Advisory
3
Brown Advisory
Maryland
$8.92M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
OWD
5
Osborn Williams & Donohoe
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$8.92M 177,160 -16,783 -9%
Bank of America
2
Bank of America
North Carolina
$3.44M 68,293 -2,863 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.22M 63,864 -1,158 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.64M 52,418 +18,302 +54%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.53M 50,310 -21,875 -30%
UBS Group
6
UBS Group
Switzerland
$2.27M 45,047 -22,982 -34%
SCM
7
SOL Capital Management
Maryland
$1.56M 30,903 -800 -3%
Ameriprise
8
Ameriprise
Minnesota
$1.17M 23,240 -2,167 -9%
SF
9
Synovus Financial
Georgia
$1.13M 22,401 +55 +0.2%
Jane Street
10
Jane Street
New York
$875K 17,378 +7,260 +72%
Citadel Advisors
11
Citadel Advisors
Florida
$729K 14,615 +2,762 +23%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$564K 11,298 -1,098 -9%
HCA
13
Heck Capital Advisors
Wisconsin
$521K 10,339 +240 +2%
Goldman Sachs
14
Goldman Sachs
New York
$512K 10,177 – –
LPL Financial
15
LPL Financial
California
$507K 10,066 -1,370 -12%
PFBT
16
Parkside Financial Bank & Trust
Missouri
$446K 8,857 +32 +0.4%
RMAM
17
Raab & Moskowitz Asset Management
New Jersey
$428K 8,500 -100 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$390K 7,750 -250 -3%
CCT
19
Country Club Trust
Missouri
$368K 7,300 -1,635 -18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$292K 5,817 +5,817 New
SG
21
StoneX Group
New York
$285K 5,657 -131 -2%
PFC
22
Phocas Financial Corp
California
– – – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$209K 4,156 -303 -7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$86K 1,700 – –
1IA
25
1834 Investment Advisors
Wisconsin
$51K 1,009 – –
1
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