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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

33 hedge funds and large institutions have $15.8M invested in Invesco KBW Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.63M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$688K
3
LPL Financial
3
LPL Financial
California
$1.16M
4
Ameriprise
4
Ameriprise
Minnesota
$404K
5
RAM
5
Redmond Asset Management
Virginia
$271K

Top Sellers

1
NC
1
NovaPoint Capital
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$946K
3
FFBTD
3
First Financial Bank - Trust Division
Ohio
$1.01M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$2.63M 56,967 +48,834 +600%
Bank of America
2
Bank of America
North Carolina
$2.25M 48,870 +4,865 +11%
Brown Advisory
3
Brown Advisory
Maryland
$1.61M 35,005 – –
LPL Financial
4
LPL Financial
California
$1.16M 25,159 +14,340 +133%
FFBTD
5
First Financial Bank - Trust Division
Ohio
$1.01M 21,807 -30,386 -58%
Morgan Stanley
6
Morgan Stanley
New York
$946K 20,500 -34,895 -63%
Osaic Holdings
7
Osaic Holdings
Arizona
$832K 18,029 -539 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$828K 17,943 -6,697 -27%
UBS Group
9
UBS Group
Switzerland
$796K 17,261 -7,668 -31%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$688K 14,904 +14,904 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$523K 11,345 -6,559 -37%
Ameriprise
12
Ameriprise
Minnesota
$404K 8,760 +8,760 New
SF
13
Synovus Financial
Georgia
$383K 8,305 -5,599 -40%
Jane Street
14
Jane Street
New York
$360K 7,795 -6,431 -45%
SCM
15
SOL Capital Management
Maryland
$303K 6,575 – –
RAM
16
Redmond Asset Management
Virginia
$271K 5,885 +5,885 New
AAS
17
Avantax Advisory Services
Texas
$258K 5,585 -150 -3%
Goldman Sachs
18
Goldman Sachs
New York
$222K 4,805 +4,805 New
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$150K 3,250 +200 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$70K 1,519 -2,105 -58%
PTC
21
Private Trust Company
Ohio
$43K 933 +933 New
GT
22
Glenmede Trust
Pennsylvania
$26.9K 583 – –
GWM
23
Geneos Wealth Management
Colorado
$13.8K 300 – –
Wells Fargo
24
Wells Fargo
California
$6.99K 151 – –
BFEC
25
Benjamin F. Edwards & Company
Missouri
$6K 124 +1 +0.8%
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