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Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

Invesco KBW Regional Banking ETF logo
$61.14 +0.43 (+0.70%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco KBW Regional Banking ETF (NASDAQ:KBWR)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.00M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$614.83K
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KBWR Institutional Buying and Selling by Quarter

Invesco KBW Regional Banking ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC5,384$302K0.0%N/A0.605%
5/9/2025Blair William & Co. IL441$25K0.0%-77.3%0.050%
4/29/2025Byrne Financial Freedom LLC61,661$3.46M2.0%-2.9%6.928%
4/28/2025Meritage Portfolio Management9,760$548K0.0%-4.0%1.097%
2/17/2025Bank of America Corp DE37,558$2.25M0.0%+41.0%4.127%
2/14/2025Two Sigma Securities LLC3,711$222K0.0%N/A0.408%
2/14/2025IHT Wealth Management LLC3,475$208K0.0%-45.3%0.382%
2/13/2025Synovus Financial Corp6,340$379K0.0%-3.6%0.697%
2/11/2025LPL Financial LLC19,706$1.18M0.0%+1.9%2.165%
2/7/2025PNC Financial Services Group Inc.1,262$75K0.0%-20.5%0.139%
2/4/2025TruNorth Capital Management LLC2,400$143K1.9%N/A0.264%
1/27/2025Meritage Portfolio Management10,170$608K0.0%+12.3%1.118%
11/15/2024IHT Wealth Management LLC6,349$360K0.0%-4.3%0.705%
11/6/2024Accredited Investors Inc.8,395$476K0.0%-13.8%0.933%
11/4/2024Meritage Portfolio Management9,055$513K0.0%+9.3%1.006%
10/22/2024Private Advisor Group LLC9,691$549K0.0%N/A1.077%
7/20/2024Accredited Investors Inc.9,734$478K0.0%-18.0%0.973%
5/8/2024Avantax Advisory Services Inc.4,723$241K0.0%-12.0%0.437%
5/7/2024Redmond Asset Management LLC4,156$212K0.1%-23.8%0.385%
4/29/2024Meritage Portfolio Management8,290$422K0.0%-5.5%0.768%
2/6/2024Private Advisor Group LLC43,118$2.36M0.0%+130.6%3.593%
2/6/2024Bordeaux Wealth Advisors LLC4,235$232K0.1%N/A0.353%
1/25/2024SOL Capital Management CO6,025$329K0.0%-8.4%0.482%
1/25/2024BSW Wealth Partners4,297$235K0.0%N/A0.344%
1/24/2024Private Trust Co. NA845$46K0.0%N/A0.068%
1/19/2024Synergy Asset Management LLC55,747$3.05M0.5%N/A4.460%
11/14/2023Synovus Financial Corp6,432$282K0.0%-13.3%0.559%
11/9/2023Blair William & Co. IL1,741$76K0.0%-54.1%0.151%
11/3/2023Private Advisor Group LLC18,697$819K0.0%N/A1.626%
10/30/2023Meritage Portfolio Management8,585$376K0.0%N/A0.747%
8/11/2023Davidson Investment Advisors65,742$2.85M0.2%N/A5.057%
8/10/2023Cary Street Partners Investment Advisory LLC2,600$113K0.0%-20.0%0.200%
8/8/2023Synovus Financial Corp7,420$322K0.0%-10.7%0.571%
8/4/2023Simplex Trading LLC1,360$58K0.0%N/A0.105%
8/3/2023Accredited Investors Inc.11,872$515K0.0%N/A0.913%
7/31/2023LPL Financial LLC31,204$1.35M0.0%+24.0%2.400%
7/31/2023Brown Advisory Inc.30,330$1.32M0.0%-13.4%2.333%
5/11/2023Synovus Financial Corp8,305$383K0.0%-40.3%0.644%
5/3/2023Redmond 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%
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4/12/2023Private Trust Co. NA933$43K0.0%N/A0.073%
2/13/2023Heritage Wealth Management LLC522$30K0.0%N/A0.045%
2/10/2023Marble 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%
2/7/2023LPL Financial LLC10,819$617K0.0%-18.4%0.933%
2/7/2023NovaPoint Capital LLC40,116$2.29M1.0%-33.6%3.458%
2/6/2023Synovus Financial Corp13,904$792K0.0%+64.0%1.199%
1/11/2023Phocas Financial Corp.1,360$78K0.0%N/A0.114%
11/10/2022Fusion Capital LLC3,709$205K0.1%-7.0%0.283%
11/2/2022Avantax Advisory Services Inc.5,734$317K0.0%+4.2%0.434%
10/27/2022Synovus Financial Corp8,479$465K0.0%+14.4%0.642%
10/12/2022PCG Wealth Advisors LLC5,748$319K0.1%N/A0.435%
10/11/2022Fulcrum Equity Management46,173$2.55M2.2%N/A3.525%
8/4/2022NovaPoint Capital LLC62,076$3.32M1.4%-11.5%4.775%
5/10/2022Western Wealth Management LLC45,859$2.81M0.1%+417.0%3.207%
5/4/2022Advisor Group Holdings Inc.19,931$1.22M0.0%+132.2%1.394%
5/3/2022Venture Visionary Partners LLC3,455$211K0.0%-16.8%0.242%
5/3/2022Fusion Capital LLC3,965$243K0.1%N/A0.277%
4/29/2022NovaPoint Capital LLC70,136$4.30M1.6%N/A4.905%
4/27/2022Avantax Advisory Services Inc.5,405$327K0.0%+13.2%0.378%
4/21/2022CWM LLC1,600$98K0.0%N/A0.112%
2/8/2022Bank of America Corp DE37,912$2.39M0.0%+5.6%2.894%
2/8/2022Raymond James & Associates8,850$557K0.0%+4.1%0.676%
2/3/2022Advisor Group Holdings Inc.8,583$540K0.0%+4.0%0.665%
1/27/2022Brown Advisory Inc.34,355$2.16M0.0%+3.6%2.684%
1/24/2022Avantax Advisory Services Inc.4,775$301K0.0%+11.7%0.373%
11/12/2021Rockefeller Capital Management L.P.404$25K0.0%-86.2%0.035%
11/5/2021Advisor 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%
10/21/2021Avantax Advisory Services Inc.4,275$261K0.0%+11.8%0.353%
10/12/2021Marquette Asset Management LLC6,800$283K0.1%N/A0.562%
8/17/2021Citadel Advisors LLC23,090$1.38M0.0%N/A1.877%
8/16/2021Bank of America Corp DE79,177$4.73M0.0%-9.9%6.437%
8/16/2021Morgan Stanley74,334$4.44M0.0%+8.5%6.043%
8/16/2021Goldman Sachs Group Inc.3,959$237K0.0%N/A0.322%
8/13/2021LPL Financial LLC11,939$713K0.0%+7.1%0.971%
8/13/2021Stifel Financial Corp4,809$287K0.0%-29.5%0.391%
8/13/2021Northwestern Mutual Wealth Management Co.441$26K0.0%N/A0.036%
8/12/2021Lido Advisors LLC27,674$1.65M0.0%N/A2.250%
8/11/2021Susquehanna International Group LLP17,765$1.06M0.0%+349.7%1.444%
8/10/2021Rockefeller Capital Management L.P.2,919$174K0.0%+53.1%0.237%
8/6/2021River Wealth Advisors LLC3,717$222K0.0%-7.8%0.302%
8/2/2021Advisor Group Holdings Inc.15,350$917K0.0%+82.9%1.248%
7/20/2021SOL Capital Management CO6,575$393K0.1%-4.7%0.518%
5/18/2021Morgan Stanley68,510$4.18M0.0%+1,406.0%4.725%
5/18/2021Jane Street Group LLC26,703$1.63M0.0%N/A1.842%
5/17/2021Royal Bank of Canada6,787$414K0.0%-68.6%0.468%
5/17/2021Ameriprise Financial Inc.4,958$303K0.0%N/A0.342%
5/14/2021Brown Advisory Inc.33,150$2.02M0.0%+12.3%2.286%
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5/14/2021Stifel Financial Corp6,817$416K0.0%-53.9%0.470%
5/12/2021UBS Group AG12,189$744K0.0%+6.8%0.841%
(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, 24 institutional investors and hedge funds held shares of Invesco KBW Regional Banking ETF. The most heavily invested institutionals were Byrne Financial Freedom LLC ($3.46M), Synergy Asset Management LLC ($3.05M), Davidson Investment Advisors ($2.85M), Bank of America Corp DE ($2.25M), Brown Advisory Inc. ($1.32M), LPL Financial LLC ($1.18M), and Private Advisor Group LLC ($549K).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 14 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: Davidson Investment Advisors ($65.74K), Synergy Asset Management LLC ($55.75K), Private Advisor Group LLC ($52.81K), Accredited Investors Inc. ($11.87K), Bank of America Corp DE ($10.91K), Meritage Portfolio Management ($10.47K), and LPL Financial LLC ($6.41K).

How much institutional buying is happening at Invesco KBW Regional Banking ETF?

Institutional investors have bought a total of 34,355 shares in the last 24 months. This purchase volume represents approximately $2.00M in transactions.

Which of Invesco KBW Regional Banking ETF's major shareholders have been selling company stock?

The following institutional investors have sold Invesco KBW Regional Banking ETF stock in the last 24 months: Accredited Investors Inc. ($3.48K), IHT Wealth Management LLC ($3.16K), Byrne Financial Freedom LLC ($1.87K), Blair William & Co. IL ($1.50K), Meritage Portfolio Management ($410.00), PNC Financial Services Group Inc. ($325.00), and Synovus Financial Corp ($235.00).

How much institutional selling is happening at Invesco KBW Regional Banking ETF?

Institutional investors have sold a total of 10,979 shares in the last 24 months. This volume of shares sold represents approximately $614.83K in transactions.


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This page (NASDAQ:KBWR) was last updated on 7/4/2025 by MarketBeat.com Staff
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