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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

37 hedge funds and large institutions have $20M invested in Invesco KBW Regional Banking ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
9
Closed
6
Calls
–
Puts
$4.98M
Net Calls
-$4.98M
Net Calls Change
-$988K

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$3.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
PAG
3
Private Advisor Group
New Jersey
$2.36M
4
FM
4
Family Management
New York
$456K
5
BWP
5
BSW Wealth Partners
Colorado
$235K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$79K
2
Citadel Advisors
2
Citadel Advisors
Florida
$231K
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$232K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Synergy Asset Management
Washington
$3.05M 55,747 +55,747 New
Morgan Stanley
2
Morgan Stanley
New York
$3.02M 55,180 +28,886 +110%
PAG
3
Private Advisor Group
New Jersey
$2.36M 43,118 +24,421 +131%
Brown Advisory
4
Brown Advisory
Maryland
$1.66M 30,330 – –
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M 27,334 +2,316 +9%
Bank of America
6
Bank of America
North Carolina
$1.48M 27,060 +1,495 +6%
LPL Financial
7
LPL Financial
California
$1.4M 25,545 -963 -4%
AI
8
Accredited Investors
Minnesota
$649K 11,872 – –
UBS Group
9
UBS Group
Switzerland
$551K 10,083 +461 +5%
MPM
10
Meritage Portfolio Management
Kansas
$479K 8,769 +184 +2%
FM
11
Family Management
New York
$456K 8,342 +8,342 New
MHIC
12
Marble Harbor Investment Counsel
Massachusetts
$359K 6,570 – –
SF
13
Synovus Financial
Georgia
$354K 6,463 +31 +0.5%
SCM
14
SOL Capital Management
Maryland
$329K 6,025 -550 -8%
RAM
15
Redmond Asset Management
Virginia
$298K 5,451 -62 -1%
AAS
16
Avantax Advisory Services
Texas
$293K 5,367 -113 -2%
FFBTD
17
First Financial Bank - Trust Division
Ohio
$292K 5,342 -257 -5%
BWP
18
BSW Wealth Partners
Colorado
$235K 4,297 +4,297 New
Goldman Sachs
19
Goldman Sachs
New York
$232K 4,236 -1,558 -27%
BWA
20
Bordeaux Wealth Advisors
California
$232K 4,235 +4,235 New
Citadel Advisors
21
Citadel Advisors
Florida
$231K 4,230 -8,743 -67%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$201K 3,668 +3,668 New
William Blair & Company
23
William Blair & Company
Illinois
$117K 2,143 +402 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$79K 1,437 -26,102 -95%
PTC
25
Private Trust Company
Ohio
$46.2K 845 +845 New
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