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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

38 hedge funds and large institutions have $38.3M invested in Invesco KBW Regional Banking ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
1
NovaPoint Capital
Georgia
$4.3M
2
WWM
2
Western Wealth Management
Colorado
$2.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.57M
4
RJA
4
Raymond James & Associates
Florida
$1.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.22M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$245K
2
Jane Street
2
Jane Street
New York
$793K
3
VVP
3
Venture Visionary Partners
Ohio
$211K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$113K
5
CAL
5
Capital Analysts LLC
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.57M 123,441 +35,241 +40%
FFBTD
2
First Financial Bank - Trust Division
Ohio
$7.09M 115,634 +5,016 +5%
NC
3
NovaPoint Capital
Georgia
$4.3M 70,136 +70,136 New
WWM
4
Western Wealth Management
Colorado
$2.81M 45,859 +36,989 +417%
Bank of America
5
Bank of America
North Carolina
$2.61M 42,561 +4,649 +12%
Lido Advisors
6
Lido Advisors
California
$2.17M 35,427 +6,196 +21%
Brown Advisory
7
Brown Advisory
Maryland
$2.11M 34,380 +25 +0.1%
RJA
8
Raymond James & Associates
Florida
$1.62M 26,447 +17,597 +199%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.22M 19,931 +11,348 +132%
LPL Financial
10
LPL Financial
California
$1.12M 18,282 +4,167 +30%
UBS Group
11
UBS Group
Switzerland
$889K 14,489 +1,505 +12%
Jane Street
12
Jane Street
New York
$793K 12,927 -775 -6%
Citadel Advisors
13
Citadel Advisors
Florida
$596K 9,713 +9,713 New
SF
14
Synovus Financial
Georgia
$455K 7,385 +23 +0.3%
SCM
15
SOL Capital Management
Maryland
$403K 6,575 – –
AAS
16
Avantax Advisory Services
Texas
$327K 5,405 +630 +13%
Stifel Financial
17
Stifel Financial
Missouri
$300K 4,894 +119 +2%
NFG
18
Nations Financial Group
Iowa
$261K 4,263 +4,263 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$245K 3,991 -14,324 -78%
FC
20
Fusion Capital
South Carolina
$243K 3,965 +3,965 New
RWA
21
River Wealth Advisors
Pennsylvania
$235K 3,828 +103 +3%
MCM
22
Maryland Capital Management
Maryland
$233K 3,800 – –
VVP
23
Venture Visionary Partners
Ohio
$211K 3,455 -700 -17%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$113K 1,850 -385 -17%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$98K 1,600 +1,600 New
1
2