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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

22 hedge funds and large institutions have $8.31M invested in Invesco KBW Regional Banking ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
8
Closed
4
Calls
–
Puts
$336K
Net Calls
-$336K
Net Calls Change
-$336K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$508K
3
AAS
3
Avantax Advisory Services
Texas
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.24M
5
RWA
5
River Wealth Advisors
Pennsylvania
$248K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$942K
2
Brown Advisory
2
Brown Advisory
Maryland
$954K
3
SCM
3
SOL Capital Management
Maryland
$221K
4
SF
4
Synovus Financial
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$1.24M 38,717 +1,468 +4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.19M 36,998 +25,621 +225%
Bank of America
3
Bank of America
North Carolina
$1.04M 32,382 -2,818 -8%
Brown Advisory
4
Brown Advisory
Maryland
$954K 29,760 -17,475 -37%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$942K 29,409 -65,470 -69%
Stifel Financial
6
Stifel Financial
Missouri
$508K 15,816 +8,618 +120%
UBS Group
7
UBS Group
Switzerland
$384K 11,965 -597 -5%
Goldman Sachs
8
Goldman Sachs
New York
$326K 10,177 – –
PFBT
9
Parkside Financial Bank & Trust
Missouri
$293K 9,141 +68 +0.7%
RWA
10
River Wealth Advisors
Pennsylvania
$248K 7,721 +1,089 +16%
LPL Financial
11
LPL Financial
California
$233K 7,253 +230 +3%
SCM
12
SOL Capital Management
Maryland
$221K 6,900 -12,371 -64%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$209K 6,518 -331 -5%
AAS
14
Avantax Advisory Services
Texas
$201K 6,385 +6,385 New
Morgan Stanley
15
Morgan Stanley
New York
$147K 4,599 -559 -11%
Osaic Holdings
16
Osaic Holdings
Arizona
$113K 3,524 – –
Wells Fargo
17
Wells Fargo
California
$21K 665 – –
1IA
18
1834 Investment Advisors
Wisconsin
$18K 555 – –
HPC
19
HM Payson & Co
Maine
$16K 500 – –
CAM
20
ClariVest Asset Management
California
$12K 362 -91 -20%
William Blair & Company
21
William Blair & Company
Illinois
$1K 41 – –
SF
22
Synovus Financial
Georgia
– – -4,544 Closed
CAN
23
Cetera Advisor Networks
California
– – -753 Closed
PAG
24
Private Advisor Group
New Jersey
– – -662 Closed
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
– – -640 Closed
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