Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership $59.40 -1.04 (-1.71%) Closing price 08/15/2025 03:52 PM EasternExtended Trading$59.52 +0.11 (+0.19%) As of 08/15/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco KBW Regional Banking ETF (NASDAQ:KBWR)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$2.18MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$2.01M Get KBWR Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco KBW Regional Banking ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data KBWR Institutional Buying and Selling by Quarter Invesco KBW Regional Banking ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Byrne Financial Freedom LLC63,642$3.68M1.8%+3.2%7.400% 8/15/2025 Bank of America Corp DE5,958$344K0.0%-80.1%0.693% 8/14/2025 Raymond James Financial Inc.749$43K0.0%N/A0.087% 8/13/2025 Brown Advisory Inc.25,130$1.45M0.0%-4.4%2.922% 8/8/2025 Accredited Investors Inc.7,492$433K0.0%-10.8%0.871% 7/25/2025 Meritage Portfolio Management10,180$588K0.0%+4.3%1.184% 5/19/2025 Jane Street Group LLC5,384$302K0.0%N/A0.605% 5/9/2025 Blair William & Co. IL441$25K0.0%-77.3%0.050% 4/29/2025 Byrne Financial Freedom LLC61,661$3.46M2.0%-2.9%6.928% 4/28/2025 Meritage Portfolio Management9,760$548K0.0%-4.0%1.097% Get the Latest News and Ratings for KBWR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco KBW Regional Banking ETF and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Bank of America Corp DE37,558$2.25M0.0%+41.0%4.127% 2/14/2025 Two Sigma Securities LLC3,711$222K0.0%N/A0.408% 2/14/2025 IHT Wealth Management LLC3,475$208K0.0%-45.3%0.382% 2/13/2025 Synovus Financial Corp6,340$379K0.0%-3.6%0.697% 2/11/2025 LPL Financial LLC19,706$1.18M0.0%+1.9%2.165% 2/7/2025 PNC Financial Services Group Inc.1,262$75K0.0%-20.5%0.139% 2/4/2025 TruNorth Capital Management LLC2,400$143K1.9%N/A0.264% 1/27/2025 Meritage Portfolio Management10,170$608K0.0%+12.3%1.118% 11/15/2024 IHT Wealth Management LLC6,349$360K0.0%-4.3%0.705% 11/6/2024 Accredited Investors Inc.8,395$476K0.0%-13.8%0.933% 11/4/2024 Meritage Portfolio Management9,055$513K0.0%+9.3%1.006% 10/22/2024 Private Advisor Group LLC9,691$549K0.0%N/A1.077% 7/20/2024 Accredited Investors Inc.9,734$478K0.0%-18.0%0.973% 5/8/2024 Avantax Advisory Services Inc.4,723$241K0.0%-12.0%0.437% 5/7/2024 Redmond Asset Management LLC4,156$212K0.1%-23.8%0.385% 4/29/2024 Meritage Portfolio Management8,290$422K0.0%-5.5%0.768% 2/6/2024 Private Advisor Group LLC43,118$2.36M0.0%+130.6%3.593% 2/6/2024 Bordeaux Wealth Advisors LLC4,235$232K0.1%N/A0.353% 1/25/2024 SOL Capital Management CO6,025$329K0.0%-8.4%0.482% 1/25/2024 BSW Wealth Partners4,297$235K0.0%N/A0.344% 1/24/2024 Private Trust Co. NA845$46K0.0%N/A0.068% 1/19/2024 Synergy Asset Management LLC55,747$3.05M0.5%N/A4.460% 11/14/2023 Synovus Financial Corp6,432$282K0.0%-13.3%0.559% 11/9/2023 Blair William & Co. IL1,741$76K0.0%-54.1%0.151% 11/3/2023 Private Advisor Group LLC18,697$819K0.0%N/A1.626% 10/30/2023 Meritage Portfolio Management8,585$376K0.0%N/A0.747% 8/11/2023 Davidson Investment Advisors65,742$2.85M0.2%N/A5.057% 8/10/2023 Cary Street Partners Investment Advisory LLC2,600$113K0.0%-20.0%0.200% 8/8/2023 Synovus Financial Corp7,420$322K0.0%-10.7%0.571% 8/4/2023 Simplex Trading LLC1,360$58K0.0%N/A0.105% Is Elon's empire crumbling? (Ad)The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd. Click here to see the Tesla shock that could blindside everyone.8/3/2023 Accredited Investors Inc.11,872$515K0.0%N/A0.913% 7/31/2023 LPL Financial LLC31,204$1.35M0.0%+24.0%2.400% 7/31/2023 Brown Advisory Inc.30,330$1.32M0.0%-13.4%2.333% 5/11/2023 Synovus Financial Corp8,305$383K0.0%-40.3%0.644% 5/3/2023 Redmond Asset Management LLC5,885$271K0.1%N/A0.456% 4/14/2023Raymond James Financial Services Advisors Inc.17,943$828K0.0%-27.2%1.413% 4/12/2023 Private Trust Co. NA933$43K0.0%N/A0.073% 2/13/2023Heritage Wealth Management LLC522$30K0.0%N/A0.045% 2/10/2023 Marble Harbor Investment Counsel LLC4,200$239K0.0%N/A0.362% 2/8/2023Raymond James Financial Services Advisors Inc.24,640$1.40M0.0%N/A2.124% 2/7/2023 LPL Financial LLC10,819$617K0.0%-18.4%0.933% 2/7/2023 NovaPoint Capital LLC40,116$2.29M1.0%-33.6%3.458% 2/6/2023 Synovus Financial Corp13,904$792K0.0%+64.0%1.199% 1/11/2023 Phocas Financial Corp.1,360$78K0.0%N/A0.114% 11/10/2022 Fusion Capital LLC3,709$205K0.1%-7.0%0.283% 11/2/2022 Avantax Advisory Services Inc.5,734$317K0.0%+4.2%0.434% 10/27/2022 Synovus Financial Corp8,479$465K0.0%+14.4%0.642% 10/12/2022 PCG Wealth Advisors LLC5,748$319K0.1%N/A0.435% 10/11/2022Fulcrum Equity Management46,173$2.55M2.2%N/A3.525% 8/4/2022 NovaPoint Capital LLC62,076$3.32M1.4%-11.5%4.775% 5/10/2022 Western Wealth Management LLC45,859$2.81M0.1%+417.0%3.207% 5/4/2022 Advisor Group Holdings Inc.19,931$1.22M0.0%+132.2%1.394% 5/3/2022 Venture Visionary Partners LLC3,455$211K0.0%-16.8%0.242% 5/3/2022 Fusion Capital LLC3,965$243K0.1%N/A0.277% 4/29/2022 NovaPoint Capital LLC70,136$4.30M1.6%N/A4.905% 4/27/2022 Avantax Advisory Services Inc.5,405$327K0.0%+13.2%0.378% 4/21/2022 CWM LLC1,600$98K0.0%N/A0.112% 2/8/2022 Bank of America Corp DE37,912$2.39M0.0%+5.6%2.894% 2/8/2022Raymond James & Associates8,850$557K0.0%+4.1%0.676% 2/3/2022 Advisor Group Holdings Inc.8,583$540K0.0%+4.0%0.665% 1/27/2022 Brown Advisory Inc.34,355$2.16M0.0%+3.6%2.684% 1/24/2022 Avantax Advisory Services Inc.4,775$301K0.0%+11.7%0.373% 11/12/2021 Rockefeller Capital Management L.P.404$25K0.0%-86.2%0.035% 11/5/2021 Advisor Group Holdings Inc.8,253$511K0.0%-46.2%0.682% 11/2/2021Raymond James & Associates8,503$527K0.0%+28.2%0.703% 11/2/2021Benjamin F. Edwards & Company Inc.573$35K0.0%-27.5%0.047% 10/21/2021 Avantax Advisory Services Inc.4,275$261K0.0%+11.8%0.353% 10/12/2021 Marquette Asset Management LLC6,800$283K0.1%N/A0.562% 8/17/2021 Citadel Advisors LLC23,090$1.38M0.0%N/A1.877% 8/16/2021 Bank of America Corp DE79,177$4.73M0.0%-9.9%6.437% 8/16/2021Morgan Stanley74,334$4.44M0.0%+8.5%6.043% 8/16/2021 Goldman Sachs Group Inc.3,959$237K0.0%N/A0.322% 8/13/2021 LPL Financial LLC11,939$713K0.0%+7.1%0.971% 8/13/2021 Stifel Financial Corp4,809$287K0.0%-29.5%0.391% 8/13/2021 Northwestern Mutual Wealth Management Co.441$26K0.0%N/A0.036% 8/12/2021 Lido Advisors LLC27,674$1.65M0.0%N/A2.250% 8/11/2021 Susquehanna International Group LLP17,765$1.06M0.0%+349.7%1.444% 8/10/2021 Rockefeller Capital Management L.P.2,919$174K0.0%+53.1%0.237% 8/6/2021 River Wealth Advisors LLC3,717$222K0.0%-7.8%0.302% 8/2/2021 Advisor Group Holdings Inc.15,350$917K0.0%+82.9%1.248% The Altcoin That Could be Poised to Benefit Most from Trump’s Return (Ad)With Trump back in office, the crypto tide is turning fast. Regulation is easing. Momentum is building. And according to Weiss Ratings analyst Juan Villaverde, a major shift is coming. Juan has nailed every major Bitcoin move since 2012—but right now, he says the biggest upside isn’t in BTC or ETH. It’s in a lesser-known altcoin he believes could become the “third pillar of crypto”… and potentially define America’s first true crypto presidency.See why Washington insiders are quietly buying this coin before it goes public.5/18/2021Morgan Stanley68,510$4.18M0.0%+1,406.0%4.725% 5/17/2021 Royal Bank of Canada6,787$414K0.0%-68.6%0.468% 5/17/2021 Ameriprise Financial Inc.4,958$303K0.0%N/A0.342% (Data available from 1/1/2016 forward) KBWR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of KBWR shares? During the previous two years, 22 institutional investors and hedge funds held shares of Invesco KBW Regional Banking ETF. The most heavily invested institutionals were Byrne Financial Freedom LLC ($3.68M), Synergy Asset Management LLC ($3.05M), Brown Advisory Inc. ($1.45M), LPL Financial LLC ($1.18M), Meritage Portfolio Management ($588K), Private Advisor Group LLC ($549K), and Accredited Investors Inc. ($433K).Learn more on Invesco KBW Regional Banking ETF's institutional investors. Which institutional investors have been buying Invesco KBW Regional Banking ETF's stock? Of the 13 institutional investors that purchased Invesco KBW Regional Banking ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Synergy Asset Management LLC ($55.75K), Private Advisor Group LLC ($52.81K), Bank of America Corp DE ($10.91K), Meritage Portfolio Management ($10.89K), Jane Street Group LLC ($5.38K), BSW Wealth Partners ($4.30K), and Bordeaux Wealth Advisors LLC ($4.24K). How much institutional buying is happening at Invesco KBW Regional Banking ETF? Institutional investors have bought a total of 37,505 shares in the last 24 months. This purchase volume represents approximately $2.18M in transactions. Which of Invesco KBW Regional Banking ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold Invesco KBW Regional Banking ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($23.98K), IHT Wealth Management LLC ($3.16K), Accredited Investors Inc. ($2.24K), Byrne Financial Freedom LLC ($1.87K), Blair William & Co. IL ($1.50K), Brown Advisory Inc. ($1.16K), and Meritage Portfolio Management ($410.00). How much institutional selling is happening at Invesco KBW Regional Banking ETF? Institutional investors have sold a total of 34,881 shares in the last 24 months. This volume of shares sold represents approximately $2.01M in transactions. 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