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Invesco KBW Regional Banking ETF

31 hedge funds and large institutions have $11.2M invested in Invesco KBW Regional Banking ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
Holders Change %
0%
% 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
4
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.51M 26,644 +13,583 +104%
Brown Advisory
2
Brown Advisory
Maryland
$1.49M 26,290 -3,290 -11%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.25M 22,024 -7,219 -25%
LPL Financial
4
LPL Financial
California
$1.1M 19,340 -3,344 -15%
Morgan Stanley
5
Morgan Stanley
New York
$793K 13,992 -2,279 -14%
PAG
6
Private Advisor Group
New Jersey
$549K 9,691 +9,691 New
MPM
7
Meritage Portfolio Management
Kansas
$513K 9,055 +774 +9%
Citadel Advisors
8
Citadel Advisors
Florida
$511K 9,020 -4,418 -33%
AI
9
Accredited Investors
Minnesota
$476K 8,395 -1,339 -14%
FM
10
Family Management
New York
$473K 8,342
MHIC
11
Marble Harbor Investment Counsel
Massachusetts
$405K 7,150 -120 -2%
SF
12
Synovus Financial
Georgia
$373K 6,575 +32 +0.5%
IWM
13
IHT Wealth Management
Illinois
$360K 6,349 -287 -4%
UBS Group
14
UBS Group
Switzerland
$308K 5,430 -2,141 -28%
AAS
15
Avantax Advisory Services
Texas
$254K 4,486 -337 -7%
ATC
16
Argent Trust Co
Tennessee
$238K 4,205 -370 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$203K 3,583 +3,583 New
William Blair & Company
18
William Blair & Company
Illinois
$117K 2,067 +610 +42%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$89.9K 1,587
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$51K 899 -7,701 -90%
RIL
21
Rothschild Investment LLC
Illinois
$22.7K 400
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$22.4K 400
WSFS
23
Wilmington Savings Fund Society
Delaware
$17K 300 +300 New
Wells Fargo
24
Wells Fargo
California
$14.2K 251 -1 -0.4%
PS
25
Principal Securities
Iowa
$11.3K 200