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Invesco KBW Regional Banking ETF

30 hedge funds and large institutions have $15.3M invested in Invesco KBW Regional Banking ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFF
1
Byrne Financial Freedom
Massachusetts
$3.8M 63,530 +63,530 New
Bank of America
2
Bank of America
North Carolina
$2.25M 37,558 +10,914 +41%
Brown Advisory
3
Brown Advisory
Maryland
$1.57M 26,290
LPL Financial
4
LPL Financial
California
$1.18M 19,706 +366 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.02M 16,985 -5,039 -23%
Morgan Stanley
6
Morgan Stanley
New York
$848K 14,189 +197 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$735K 12,286 +12,286 New
MPM
8
Meritage Portfolio Management
Kansas
$608K 10,170 +1,115 +12%
AI
9
Accredited Investors
Minnesota
$502K 8,395
FM
10
Family Management
New York
$499K 8,342
MHIC
11
Marble Harbor Investment Counsel
Massachusetts
$427K 7,150
SF
12
Synovus Financial
Georgia
$379K 6,340 -235 -4%
ATC
13
Argent Trust Co
Tennessee
$251K 4,205
TSS
14
Two Sigma Securities
New York
$222K 3,711 +3,711 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$214K 3,583
IWM
16
IHT Wealth Management
Illinois
$208K 3,475 -2,874 -45%
TCM
17
TruNorth Capital Management
Michigan
$143K 2,400 +2,400 New
William Blair & Company
18
William Blair & Company
Illinois
$116K 1,943 -124 -6%
UBS Group
19
UBS Group
Switzerland
$96.1K 1,607 -3,823 -70%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$75.5K 1,262 -325 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54K 899
RIL
22
Rothschild Investment LLC
Illinois
$23.9K 400
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$23.9K 400
WSFS
24
Wilmington Savings Fund Society
Delaware
$17.9K 300
PS
25
Principal Securities
Iowa
$12K 200