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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

33 hedge funds and large institutions have $11.4M invested in Invesco KBW Regional Banking ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$646K
2
Jane Street
2
Jane Street
New York
$568K
3
ATC
3
Argent Trust Co
Tennessee
$233K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$227K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118K

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$829K
3
PAG
3
Private Advisor Group
New Jersey
$217K
4
Bank of America
4
Bank of America
North Carolina
$652K
5
FFBTD
5
First Financial Bank - Trust Division
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$1.54M 30,330 – –
Osaic Holdings
2
Osaic Holdings
Arizona
$1.39M 27,196 -138 -0.5%
LPL Financial
3
LPL Financial
California
$1.25M 24,604 -941 -4%
Morgan Stanley
4
Morgan Stanley
New York
$829K 16,267 -38,913 -71%
Bank of America
5
Bank of America
North Carolina
$652K 12,803 -14,257 -53%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$646K 12,679 +12,679 New
AI
7
Accredited Investors
Minnesota
$605K 11,872 – –
Jane Street
8
Jane Street
New York
$568K 11,158 +11,158 New
UBS Group
9
UBS Group
Switzerland
$521K 10,236 +153 +2%
FM
10
Family Management
New York
$425K 8,342 – –
MPM
11
Meritage Portfolio Management
Kansas
$422K 8,290 -479 -5%
MHIC
12
Marble Harbor Investment Counsel
Massachusetts
$370K 7,270 +700 +11%
SF
13
Synovus Financial
Georgia
$331K 6,500 +37 +0.6%
SCM
14
SOL Capital Management
Maryland
$307K 6,025 – –
AAS
15
Avantax Advisory Services
Texas
$241K 4,723 -644 -12%
ATC
16
Argent Trust Co
Tennessee
$233K 4,575 +4,575 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$227K 4,456 +4,456 New
PAG
18
Private Advisor Group
New Jersey
$217K 4,257 -38,861 -90%
RAM
19
Redmond Asset Management
Virginia
$212K 4,156 -1,295 -24%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$118K 2,318 +2,118 +1,059%
William Blair & Company
21
William Blair & Company
Illinois
$73.8K 1,450 -693 -32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$45K 880 -557 -39%
RIA
23
Realta Investment Advisors
Delaware
$41K 805 +805 New
IA
24
IFP Advisors
Florida
$40.5K 796 +375 +89%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$20.4K 400 +400 New
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