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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

34 hedge funds and large institutions have $30.6M invested in Invesco KBW Regional Banking ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$2.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.21M
3
UBS Group
3
UBS Group
Switzerland
$1.28M
4
PWA
4
PCG Wealth Advisors
Kansas
$319K
5
Goldman Sachs
5
Goldman Sachs
New York
$236K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.12M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.91M
4
VVP
4
Venture Visionary Partners
Ohio
$0
5
NC
5
NovaPoint Capital
Georgia
$3.34M
Name Market Value Shares Shares
Change 		Shares
Change %
FFBTD
1
First Financial Bank - Trust Division
Ohio
$6.85M 124,024 +2,061 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.91M 88,872 -5,381 -6%
NC
3
NovaPoint Capital
Georgia
$3.34M 60,416 -1,660 -3%
FEM
4
Fulcrum Equity Management
Texas
$2.55M 46,173 +46,173 New
Bank of America
5
Bank of America
North Carolina
$2.19M 39,602 +799 +2%
Brown Advisory
6
Brown Advisory
Maryland
$1.9M 34,380 – –
UBS Group
7
UBS Group
Switzerland
$1.28M 23,156 +6,745 +41%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.21M 21,824 +15,082 +224%
Jane Street
9
Jane Street
New York
$1.12M 20,217 -32,464 -62%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.02M 18,463 -1,347 -7%
LPL Financial
11
LPL Financial
California
$732K 13,266 -242 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$477K 8,638 +4,235 +96%
SF
13
Synovus Financial
Georgia
$465K 8,479 +1,069 +14%
SCM
14
SOL Capital Management
Maryland
$363K 6,575 – –
PWA
15
PCG Wealth Advisors
Kansas
$319K 5,748 +5,748 New
AAS
16
Avantax Advisory Services
Texas
$317K 5,734 +229 +4%
Stifel Financial
17
Stifel Financial
Missouri
$267K 4,835 +1 +0%
NFG
18
Nations Financial Group
Iowa
$248K 4,497 +73 +2%
Goldman Sachs
19
Goldman Sachs
New York
$236K 4,270 +4,270 New
MCM
20
Maryland Capital Management
Maryland
$210K 3,800 – –
FC
21
Fusion Capital
South Carolina
$205K 3,709 -280 -7%
RWA
22
River Wealth Advisors
Pennsylvania
$201K 3,636 -196 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$130K 2,355 -1,339 -36%
GWM
24
Geneos Wealth Management
Colorado
$16K 300 – –
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$15K 271 – –
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