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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

31 hedge funds and large institutions have $12.6M invested in Invesco KBW Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
9
Closed
10
Calls
$126K
Puts
$182K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$2.85M
2
AI
2
Accredited Investors
Minnesota
$515K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.19M
4
MHIC
4
Marble Harbor Investment Counsel
Massachusetts
$263K
5
LPL Financial
5
LPL Financial
California
$1.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$1.12M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DIA
1
Davidson Investment Advisors
Montana
$2.85M 65,742 +65,742 New
LPL Financial
2
LPL Financial
California
$1.35M 31,204 +6,045 +24%
Brown Advisory
3
Brown Advisory
Maryland
$1.32M 30,330 -4,675 -13%
Morgan Stanley
4
Morgan Stanley
New York
$1.19M 27,531 +7,031 +34%
Bank of America
5
Bank of America
North Carolina
$1.12M 25,887 -22,983 -47%
Osaic Holdings
6
Osaic Holdings
Arizona
$833K 19,196 +1,167 +6%
UBS Group
7
UBS Group
Switzerland
$543K 12,516 -4,745 -27%
AI
8
Accredited Investors
Minnesota
$515K 11,872 +11,872 New
FFBTD
9
First Financial Bank - Trust Division
Ohio
$478K 11,013 -10,794 -49%
SF
10
Synovus Financial
Georgia
$322K 7,420 -885 -11%
SCM
11
SOL Capital Management
Maryland
$285K 6,575 – –
MHIC
12
Marble Harbor Investment Counsel
Massachusetts
$263K 6,070 +6,070 New
Goldman Sachs
13
Goldman Sachs
New York
$247K 5,695 +890 +19%
RAM
14
Redmond Asset Management
Virginia
$245K 5,643 -242 -4%
AAS
15
Avantax Advisory Services
Texas
$242K 5,567 -18 -0.3%
Ameriprise
16
Ameriprise
Minnesota
$210K 4,841 -3,919 -45%
William Blair & Company
17
William Blair & Company
Illinois
$164K 3,791 +3,750 +9,146%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$128K 2,954 +1,435 +94%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$113K 2,600 -650 -20%
Simplex Trading
20
Simplex Trading
Illinois
$58K 1,360 +1,360 New
GT
21
Glenmede Trust
Pennsylvania
$26.9K 583 – –
RIA
22
Realta Investment Advisors
Delaware
$21.7K 500 +500 New
GWM
23
Geneos Wealth Management
Colorado
$13K 300 – –
IWP
24
IAG Wealth Partners
Wisconsin
$10.4K 240 +240 New
US Bancorp
25
US Bancorp
Minnesota
$6.81K 157 +157 New
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