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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

31 hedge funds and large institutions have $12.2M invested in Invesco KBW Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
11
Closed
3
Calls
–
Puts
$3.99M
Net Calls
-$3.99M
Net Calls Change
-$3.93M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.21M
2
PAG
2
Private Advisor Group
New Jersey
$819K
3
Citadel Advisors
3
Citadel Advisors
Florida
$568K
4
MPM
4
Meritage Portfolio Management
Kansas
$376K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.1M

Top Sellers

1
DIA
1
Davidson Investment Advisors
Montana
$0
2
FFBTD
2
First Financial Bank - Trust Division
Ohio
$245K
3
LPL Financial
3
LPL Financial
California
$1.16M
4
UBS Group
4
UBS Group
Switzerland
$422K
5
William Blair & Company
5
William Blair & Company
Illinois
$76.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$1.33M 30,330 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.21M 27,539 +24,585 +832%
LPL Financial
3
LPL Financial
California
$1.16M 26,508 -4,696 -15%
Morgan Stanley
4
Morgan Stanley
New York
$1.15M 26,294 -1,237 -4%
Bank of America
5
Bank of America
North Carolina
$1.12M 25,565 -322 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.1M 25,018 +5,822 +30%
PAG
7
Private Advisor Group
New Jersey
$819K 18,697 +18,697 New
Citadel Advisors
8
Citadel Advisors
Florida
$568K 12,973 +12,973 New
AI
9
Accredited Investors
Minnesota
$520K 11,872 – –
UBS Group
10
UBS Group
Switzerland
$422K 9,622 -2,894 -23%
MPM
11
Meritage Portfolio Management
Kansas
$376K 8,585 +8,585 New
Ameriprise
12
Ameriprise
Minnesota
$311K 7,100 +2,259 +47%
SCM
13
SOL Capital Management
Maryland
$288K 6,575 – –
MHIC
14
Marble Harbor Investment Counsel
Massachusetts
$288K 6,570 +500 +8%
SF
15
Synovus Financial
Georgia
$282K 6,432 -988 -13%
Goldman Sachs
16
Goldman Sachs
New York
$254K 5,794 +99 +2%
FFBTD
17
First Financial Bank - Trust Division
Ohio
$245K 5,599 -5,414 -49%
RAM
18
Redmond Asset Management
Virginia
$242K 5,513 -130 -2%
AAS
19
Avantax Advisory Services
Texas
$240K 5,480 -87 -2%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$114K 2,600 – –
William Blair & Company
21
William Blair & Company
Illinois
$76.3K 1,741 -2,050 -54%
RIA
22
Realta Investment Advisors
Delaware
$21.7K 500 – –
IWP
23
IAG Wealth Partners
Wisconsin
$10.5K 240 – –
Simplex Trading
24
Simplex Trading
Illinois
$10K 238 -1,122 -83%
US Bancorp
25
US Bancorp
Minnesota
$6.88K 157 – –
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