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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

30 hedge funds and large institutions have $29.1M invested in Invesco KBW Regional Banking ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.3M
2
Wells Fargo
2
Wells Fargo
California
$90K
3
CCT
3
Country Club Trust
Missouri
$404K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$101K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$300K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$326K
2
SF
2
Synovus Financial
Georgia
$469K
3
Brown Advisory
3
Brown Advisory
Maryland
$8.28M
4
Ameriprise
4
Ameriprise
Minnesota
$640K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$8.28M 166,344 -10,816 -6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.3M 86,437 +34,019 +65%
Bank of America
3
Bank of America
North Carolina
$3.22M 64,701 -3,592 -5%
Morgan Stanley
4
Morgan Stanley
New York
$2.89M 58,094 -5,770 -9%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.29M 46,045 -4,265 -8%
SCM
6
SOL Capital Management
Maryland
$1.54M 30,843 -60 -0.2%
Citadel Advisors
7
Citadel Advisors
Florida
$690K 13,800 -815 -6%
Ameriprise
8
Ameriprise
Minnesota
$640K 12,856 -10,384 -45%
Jane Street
9
Jane Street
New York
$540K 10,841 -6,537 -38%
HCA
10
Heck Capital Advisors
Wisconsin
$508K 10,196 -143 -1%
Goldman Sachs
11
Goldman Sachs
New York
$507K 10,177 – –
SF
12
Synovus Financial
Georgia
$469K 9,457 -12,944 -58%
LPL Financial
13
LPL Financial
California
$448K 9,004 -1,062 -11%
PFBT
14
Parkside Financial Bank & Trust
Missouri
$443K 8,898 +41 +0.5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$409K 8,179 -3,119 -28%
CCT
16
Country Club Trust
Missouri
$404K 8,127 +827 +11%
UBS Group
17
UBS Group
Switzerland
$326K 6,555 -38,492 -85%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$300K 6,035 +218 +4%
SG
19
StoneX Group
New York
$282K 5,657 – –
RMAM
20
Raab & Moskowitz Asset Management
New Jersey
$218K 4,395 -4,105 -48%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$101K 2,020 +320 +19%
Wells Fargo
22
Wells Fargo
California
$90K 1,816 +850 +88%
1IA
23
1834 Investment Advisors
Wisconsin
$51K 1,009 – –
HPC
24
HM Payson & Co
Maine
$50K 1,000 – –
William Blair & Company
25
William Blair & Company
Illinois
$30K 594 – –
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