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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

31 hedge funds and large institutions have $10.7M invested in Invesco KBW Regional Banking ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$660K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$422K
3
IWM
3
IHT Wealth Management
Illinois
$326K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$525K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.44M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
RAM
4
Redmond Asset Management
Virginia
$0
5
UBS Group
5
UBS Group
Switzerland
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$1.45M 29,580 -750 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.44M 29,243 +2,047 +8%
LPL Financial
3
LPL Financial
California
$1.11M 22,684 -1,920 -8%
Morgan Stanley
4
Morgan Stanley
New York
$799K 16,271 +4 +0%
Citadel Advisors
5
Citadel Advisors
Florida
$660K 13,438 +13,438 New
Bank of America
6
Bank of America
North Carolina
$642K 13,061 +258 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$525K 10,691 +6,235 +140%
AI
8
Accredited Investors
Minnesota
$478K 9,734 -2,138 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$422K 8,600 +7,720 +877%
FM
10
Family Management
New York
$410K 8,342 – –
MPM
11
Meritage Portfolio Management
Kansas
$407K 8,281 -9 -0.1%
UBS Group
12
UBS Group
Switzerland
$372K 7,571 -2,665 -26%
MHIC
13
Marble Harbor Investment Counsel
Massachusetts
$357K 7,270 – –
IWM
14
IHT Wealth Management
Illinois
$326K 6,636 +6,636 New
SF
15
Synovus Financial
Georgia
$321K 6,543 +43 +0.7%
SCM
16
SOL Capital Management
Maryland
$247K 5,025 -1,000 -17%
AAS
17
Avantax Advisory Services
Texas
$237K 4,823 +100 +2%
ATC
18
Argent Trust Co
Tennessee
$225K 4,575 – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$78K 1,587 +1,587 New
William Blair & Company
20
William Blair & Company
Illinois
$71.6K 1,457 +7 +0.5%
RIA
21
Realta Investment Advisors
Delaware
$39.6K 805 – –
NA
22
NewEdge Advisors
Louisiana
$24.8K 504 +504 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$19.7K 400 – –
RIL
24
Rothschild Investment LLC
Illinois
$19.7K 400 – –
Wells Fargo
25
Wells Fargo
California
$12.4K 252 +252 New
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