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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

24 hedge funds and large institutions have $11.6M invested in Invesco KBW Regional Banking ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.34M
2
Stifel Financial
2
Stifel Financial
Missouri
$259K
3
RWA
3
River Wealth Advisors
Pennsylvania
$239K
4
UBS Group
4
UBS Group
Switzerland
$453K
5
CAN
5
Cetera Advisor Networks
California
$27K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$186K
2
Jane Street
2
Jane Street
New York
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$1.7M
4
SCM
4
SOL Capital Management
Maryland
$694K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.42M 94,879 +568 +0.6%
Brown Advisory
2
Brown Advisory
Maryland
$1.7M 47,235 -13,564 -22%
Citadel Advisors
3
Citadel Advisors
Florida
$1.34M 37,249 +11,535 +45%
Bank of America
4
Bank of America
North Carolina
$1.27M 35,200 -52 -0.1%
SCM
5
SOL Capital Management
Maryland
$694K 19,271 -7,735 -29%
UBS Group
6
UBS Group
Switzerland
$453K 12,562 +2,425 +24%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$410K 11,377 -3,922 -26%
Goldman Sachs
8
Goldman Sachs
New York
$367K 10,177 – –
PFBT
9
Parkside Financial Bank & Trust
Missouri
$327K 9,073 +76 +0.8%
Stifel Financial
10
Stifel Financial
Missouri
$259K 7,198 +7,198 New
LPL Financial
11
LPL Financial
California
$253K 7,023 -1,443 -17%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$247K 6,849 -655 -9%
RWA
13
River Wealth Advisors
Pennsylvania
$239K 6,632 +6,632 New
Morgan Stanley
14
Morgan Stanley
New York
$186K 5,158 -51,814 -91%
SF
15
Synovus Financial
Georgia
$165K 4,544 -2,812 -38%
Osaic Holdings
16
Osaic Holdings
Arizona
$127K 3,524 -5 -0.1%
CAN
17
Cetera Advisor Networks
California
$27K 753 +753 New
Wells Fargo
18
Wells Fargo
California
$24K 665 -3 -0.4%
PAG
19
Private Advisor Group
New Jersey
$24K 662 +662 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$22K 640 +640 New
1IA
21
1834 Investment Advisors
Wisconsin
$20K 555 – –
HPC
22
HM Payson & Co
Maine
$18K 500 – –
CAM
23
ClariVest Asset Management
California
$16K 453 +453 New
William Blair & Company
24
William Blair & Company
Illinois
$1K 41 -27 -40%
Jane Street
25
Jane Street
New York
– – -42,999 Closed
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