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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

35 hedge funds and large institutions have $24M invested in Invesco KBW Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$385K
2
Jane Street
2
Jane Street
New York
$472K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.82M
4
LPL Financial
4
LPL Financial
California
$901K
5
FFBTD
5
First Financial Bank - Trust Division
Ohio
$6.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.22M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$284K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$511K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$25K
Name Market Value Shares Shares
Change 		Shares
Change %
FFBTD
1
First Financial Bank - Trust Division
Ohio
$6.74M 108,846 +2,458 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.82M 77,811 +3,477 +5%
Bank of America
3
Bank of America
North Carolina
$2.22M 35,905 -43,272 -55%
Brown Advisory
4
Brown Advisory
Maryland
$2.05M 33,150 – –
Lido Advisors
5
Lido Advisors
California
$1.58M 25,541 -2,133 -8%
LPL Financial
6
LPL Financial
California
$901K 14,551 +2,612 +22%
UBS Group
7
UBS Group
Switzerland
$787K 12,709 – –
RJA
8
Raymond James & Associates
Florida
$527K 8,503 +1,870 +28%
Osaic Holdings
9
Osaic Holdings
Arizona
$511K 8,253 -7,097 -46%
Jane Street
10
Jane Street
New York
$472K 7,630 +3,494 +84%
SF
11
Synovus Financial
Georgia
$454K 7,338 +23 +0.3%
SCM
12
SOL Capital Management
Maryland
$407K 6,575 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$385K 6,224 +4,358 +234%
Stifel Financial
14
Stifel Financial
Missouri
$298K 4,809 – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$284K 4,618 -13,147 -74%
AAS
16
Avantax Advisory Services
Texas
$261K 4,275 +451 +12%
VVP
17
Venture Visionary Partners
Ohio
$257K 4,155 -141 -3%
MCM
18
Maryland Capital Management
Maryland
$235K 3,800 – –
RWA
19
River Wealth Advisors
Pennsylvania
$230K 3,721 +4 +0.1%
Goldman Sachs
20
Goldman Sachs
New York
$203K 3,276 -683 -17%
PFBT
21
Parkside Financial Bank & Trust
Missouri
$137K 2,219 – –
APA
22
American Portfolios Advisors
New York
$66.2K 1,069 -61 -5%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$35K 573 -217 -27%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$27K 441 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$25K 404 -2,515 -86%
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