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Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$10.32M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$949.12K
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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
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%
1/25/2024 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%
11/14/2023Synovus 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%
7/31/2023 Brown 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%
4/14/2023 Raymond 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%
2/10/2023Marble Harbor Investment Counsel LLC4,200$239K0.0%N/A0.362%
2/8/2023 Raymond 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%
2/7/2023 NovaPoint Capital LLC40,116$2.29M1.0%-33.6%3.458%
2/6/2023Synovus Financial Corp13,904$792K0.0%+64.0%1.199%
1/11/2023 Phocas 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%
10/12/2022 PCG Wealth Advisors LLC5,748$319K0.1%N/A0.435%
10/11/2022 Fulcrum Equity Management46,173$2.55M2.2%N/A3.525%
8/4/2022 NovaPoint Capital LLC62,076$3.32M1.4%-11.5%4.775%
5/10/2022Western 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%
4/29/2022 NovaPoint Capital LLC70,136$4.30M1.6%N/A4.905%
4/27/2022Avantax Advisory Services Inc.5,405$327K0.0%+13.2%0.378%
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4/21/2022 CWM LLC1,600$98K0.0%N/A0.112%
2/8/2022Bank of America Corp DE37,912$2.39M0.0%+5.6%2.894%
2/8/2022 Raymond James & Associates8,850$557K0.0%+4.1%0.676%
2/3/2022Advisor Group Holdings Inc.8,583$540K0.0%+4.0%0.665%
1/27/2022 Brown 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%
11/2/2021 Raymond 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%
7/20/2021 SOL 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%
5/14/2021 Brown Advisory Inc.33,150$2.02M0.0%+12.3%2.286%
5/14/2021Stifel Financial Corp6,817$416K0.0%-53.9%0.470%
5/12/2021UBS Group AG12,189$744K0.0%+6.8%0.841%
5/11/2021River Wealth Advisors LLC4,030$246K0.0%-21.5%0.278%
5/11/2021Maryland Capital Management3,800$232K0.0%N/A0.262%
5/11/2021Rockefeller Capital Management L.P.1,907$116K0.0%N/A0.132%
4/29/2021Retirement Capital Strategies136,260$8.32M3.3%N/A9.733%
4/27/2021Janney Montgomery Scott LLC7,501$458K0.0%+14.0%0.521%
2/16/2021Benjamin F. Edwards & Company Inc.8,046$381K0.0%N/A0.805%
2/12/2021 Brown Advisory Inc.29,510$1.40M0.0%-0.8%2.951%
2/12/2021LPL Financial LLC5,991$283K0.0%-17.4%0.599%
2/11/2021Synovus Financial Corp7,275$343K0.0%N/A0.728%
2/10/2021Nicholas Company Inc.22,385$1.06M0.0%N/A2.460%
2/9/2021Parkside Financial Bank & Trust2,219$105K0.0%-75.7%0.244%
1/27/2021Venture Visionary Partners LLC4,296$203K0.0%N/A0.472%
11/13/2020Morgan Stanley4,599$147K0.0%-10.8%0.582%
11/11/2020River Wealth Advisors LLC7,721$248K0.1%+16.4%0.977%
11/6/2020Janney Montgomery Scott LLC6,518$209K0.0%-4.8%0.825%
10/23/2020 SOL Capital Management CO6,900$221K0.1%-64.2%0.812%
10/14/2020Avantax Advisory Services Inc.6,385$201K0.0%N/A0.751%
8/14/2020Stifel Financial Corp7,198$259K0.0%N/A0.847%
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8/11/2020River Wealth Advisors LLC6,632$239K0.1%N/A0.780%
8/10/2020Synovus Financial Corp4,544$165K0.0%-38.2%0.535%
7/31/2020 SOL Capital Management CO19,271$694K0.2%-28.6%2.267%
7/31/2020UBS Group AG12,562$453K0.0%+23.9%1.478%
7/23/2020Janney Montgomery Scott LLC6,849$247K0.0%-8.7%0.806%
6/16/2020Royal Bank of Canada94,311$3.00M0.0%+14.3%11.095%
5/18/2020Advisor Group Holdings Inc.3,529$112K0.0%N/A0.371%
5/15/2020Jane Street Group LLC42,999$1.37M0.0%+63.1%4.526%
5/15/2020Morgan Stanley56,972$1.81M0.0%-1.4%5.997%
5/1/2020UBS Group AG10,137$322K0.0%+58.3%1.014%
(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, 28 institutional investors and hedge funds held shares of Invesco KBW Regional Banking ETF. The most heavily invested institutionals were Synergy Asset Management LLC ($3.05M), Davidson Investment Advisors ($2.85M), Western Wealth Management LLC ($2.81M), Fulcrum Equity Management ($2.55M), Private Advisor Group LLC ($2.36M), NovaPoint Capital LLC ($2.29M), and LPL Financial LLC ($1.35M).Learn more on KBWR's institutional investors.

Which institutional investors have been buying Invesco KBW Regional Banking ETF stock?

Of the 23 institutional investors that purchased Invesco KBW Regional Banking ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NovaPoint Capital LLC ($70.14K), Davidson Investment Advisors ($65.74K), Synergy Asset Management LLC ($55.75K), Fulcrum Equity Management ($46.17K), Private Advisor Group LLC ($43.12K), Western Wealth Management LLC ($36.99K), and Raymond James Financial Services Advisors Inc. ($24.64K).

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

Institutional investors have bought a total of 421,098 shares in the last 24 months. This purchase volume represents approximately $35.50M in transactions.

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

Of the 10 institutional investors that sold Invesco KBW Regional Banking ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NovaPoint Capital LLC ($28.36K), Synovus Financial Corp ($7.47K), Raymond James Financial Services Advisors Inc. ($6.70K), Brown Advisory Inc. ($4.68K), LPL Financial LLC ($2.45K), Blair William & Co. IL ($2.05K), and Venture Visionary Partners LLC ($700.00).

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

Institutional investors have sold a total of 53,881 shares in the last 24 months. This volume of shares sold represents approximately $5.14M in transactions.


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This page (NASDAQ:KBWR) was last updated on 4/26/2024 by MarketBeat.com Staff

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