Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free KBWR Stock Alerts

Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

Invesco KBW Regional Banking ETF logo
$71.28 +0.02 (+0.02%)
As of 05/1/2026
Compare

Institutional Ownership Changes (13F Filings) for Invesco KBW Regional Banking ETF (NASDAQ:KBWR)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.02M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.85M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Accredited Investors Inc.6,494$445K0.0%-13.3%0.843%
3/9/2026Corient Private Wealth LLC6,000$389K0.0%N/A0.779%
2/19/2026Corient Private Wealth LLC6,000$389K0.0%N/A0.779%
2/17/2026Osaic Holdings Inc.4,283$265K0.0%+10.5%0.556%
2/13/2026 Kestra Advisory Services LLC1,191$74K0.0%N/A0.155%
2/11/2026LPL Financial LLC19,241$1.19M0.0%-6.2%2.499%
2/10/2026Cherry Tree Wealth Management LLC500$31K0.0%N/A0.065%
2/4/2026 Byrne Financial Freedom LLC82,540$5.10M2.3%-1.5%10.719%
2/4/2026Nwam LLC6,386$416K0.0%N/A0.829%
1/30/2026 SOL Capital Management CO3,275$203K0.0%N/A0.415%
1/27/2026Meritage Portfolio Management5,441$336K0.0%-18.0%0.689%
11/17/2025Susquehanna International Group LLP6,536$397K0.0%-52.3%0.769%
11/17/2025Bank of America Corp DE5,592$339K0.0%-6.1%0.658%
11/14/2025Two Sigma Investments LP3,400$206K0.0%-17.1%0.400%
11/13/2025Family Management Corp4,171$253K0.0%-50.0%0.491%
10/28/2025Meritage Portfolio Management6,639$403K0.0%-34.8%0.772%
9/4/2025Osaic Holdings Inc.3,622$209K0.0%+46.5%0.421%
8/15/2025 Byrne Financial Freedom LLC63,642$3.68M1.8%+3.2%7.400%
8/15/2025Bank of America Corp DE5,958$344K0.0%-80.1%0.693%
8/14/2025Raymond James Financial Inc.749$43K0.0%N/A0.087%
8/13/2025Brown 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%
7/25/2025Meritage Portfolio Management10,180$588K0.0%+4.3%1.184%
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%
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%


KBWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWR shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Invesco KBW Regional Banking ETF. The most heavily invested institutionals were Byrne Financial Freedom LLC ($5.10M), Brown Advisory Inc. ($1.45M), LPL Financial LLC ($1.19M), Private Advisor Group LLC ($549K), Accredited Investors Inc. ($445K), Nwam LLC ($416K), and Susquehanna International Group LLP ($397K).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 15 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: Corient Private Wealth LLC ($12K), Bank of America Corp DE ($10.91K), Private Advisor Group LLC ($9.69K), Nwam LLC ($6.39K), Jane Street Group LLC ($5.38K), Two Sigma Securities LLC ($3.71K), and SOL Capital Management CO ($3.28K).

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

Institutional investors have bought a total of 33,442 shares in the last 24 months. This purchase volume represents approximately $2.02M in transactions.

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

Of the 10 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 ($24.34K), Susquehanna International Group LLP ($7.17K), Meritage Portfolio Management ($4.74K), Family Management Corp ($4.17K), Accredited Investors Inc. ($1.90K), Blair William & Co. IL ($1.50K), and Byrne Financial Freedom LLC ($1.28K).

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

Institutional investors have sold a total of 48,229 shares in the last 24 months. This volume of shares sold represents approximately $2.85M in transactions.


Related Companies

This page (NASDAQ:KBWR) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel