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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

40 hedge funds and large institutions have $24M invested in Invesco KBW Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$439K
3
FTUS
3
Flow Traders U.S.
New York
$354K
4
SF
4
Synovus Financial
Georgia
$792K
5
Bank of America
5
Bank of America
North Carolina
$2.51M

Top Sellers

1
FFBTD
1
First Financial Bank - Trust Division
Ohio
$2.98M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.16M
4
NC
4
NovaPoint Capital
Georgia
$2.29M
5
Jane Street
5
Jane Street
New York
$811K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.16M 55,395 -33,477 -38%
FFBTD
2
First Financial Bank - Trust Division
Ohio
$2.98M 52,193 -71,831 -58%
Bank of America
3
Bank of America
North Carolina
$2.51M 44,005 +4,403 +11%
NC
4
NovaPoint Capital
Georgia
$2.29M 40,116 -20,300 -34%
Brown Advisory
5
Brown Advisory
Maryland
$1.99M 35,005 +625 +2%
UBS Group
6
UBS Group
Switzerland
$1.42M 24,929 +1,773 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.4M 24,640 +24,640 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.06M 18,568 +105 +0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.02M 17,904 -3,920 -18%
Jane Street
10
Jane Street
New York
$811K 14,226 -5,991 -30%
SF
11
Synovus Financial
Georgia
$792K 13,904 +5,425 +64%
LPL Financial
12
LPL Financial
California
$617K 10,819 -2,447 -18%
Citadel Advisors
13
Citadel Advisors
Florida
$463K 8,133 -505 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$439K 7,700 +7,700 New
SCM
15
SOL Capital Management
Maryland
$375K 6,575 – –
FTUS
16
Flow Traders U.S.
New York
$354K 6,214 +6,214 New
AAS
17
Avantax Advisory Services
Texas
$327K 5,735 +1 +0%
Stifel Financial
18
Stifel Financial
Missouri
$269K 4,719 -116 -2%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$239K 4,200 +4,200 New
FAIM
20
Financial Advocates Investment Management
Washington
$217K 3,808 +3,808 New
Cerity Partners
21
Cerity Partners
New York
$217K 3,800 +3,800 New
FC
22
Fusion Capital
South Carolina
$213K 3,734 +25 +0.7%
RWA
23
River Wealth Advisors
Pennsylvania
$207K 3,641 +5 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$206K 3,624 +1,269 +54%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$174K 3,050 +3,050 New
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