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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

22 hedge funds and large institutions have $8.93M invested in Invesco KBW Regional Banking ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
1
Nicholas Company
Wisconsin
$1.06M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$381K
3
SF
3
Synovus Financial
Georgia
$343K
4
VVP
4
Venture Visionary Partners
Ohio
$203K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$274K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.02M
4
PFBT
4
Parkside Financial Bank & Trust
Missouri
$105K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.43M 30,155 -2,227 -7%
Brown Advisory
2
Brown Advisory
Maryland
$1.4M 29,510 -250 -0.8%
NC
3
Nicholas Company
Wisconsin
$1.06M 22,385 +22,385 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.02M 21,620 -7,789 -26%
Stifel Financial
5
Stifel Financial
Missouri
$699K 14,787 -1,029 -7%
UBS Group
6
UBS Group
Switzerland
$540K 11,409 -556 -5%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$381K 8,046 +8,046 New
SF
8
Synovus Financial
Georgia
$343K 7,275 +7,275 New
SCM
9
SOL Capital Management
Maryland
$326K 6,900 – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$311K 6,580 +62 +1%
LPL Financial
11
LPL Financial
California
$283K 5,991 -1,262 -17%
Osaic Holdings
12
Osaic Holdings
Arizona
$274K 5,800 +2,276 +65%
RWA
13
River Wealth Advisors
Pennsylvania
$243K 5,132 -2,589 -34%
Morgan Stanley
14
Morgan Stanley
New York
$215K 4,549 -50 -1%
VVP
15
Venture Visionary Partners
Ohio
$203K 4,296 +4,296 New
PFBT
16
Parkside Financial Bank & Trust
Missouri
$105K 2,219 -6,922 -76%
Wells Fargo
17
Wells Fargo
California
$31K 664 -1 -0.2%
1IA
18
1834 Investment Advisors
Wisconsin
$26K 555 – –
HPC
19
HM Payson & Co
Maine
$24K 500 – –
CIAS
20
Capital Investment Advisory Services
North Carolina
$10K 220 +220 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$6K 114 +114 New
William Blair & Company
22
William Blair & Company
Illinois
$2K 41 – –
Citadel Advisors
23
Citadel Advisors
Florida
– – -38,717 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -36,998 Closed
Goldman Sachs
25
Goldman Sachs
New York
– – -10,177 Closed
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