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Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

Invesco KBW Regional Banking ETF logo
$68.28 +0.87 (+1.29%)
As of 06/4/2026
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Institutional Ownership Changes (13F Filings) for Invesco KBW Regional Banking ETF (NASDAQ:KBWR)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.72M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.77M
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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
4/30/2026 Accredited Investors Inc.6,494$445K0.0%-13.3%0.843%
3/9/2026 Corient Private Wealth LLC6,000$389K0.0%N/A0.779%
2/19/2026 Corient Private Wealth LLC6,000$389K0.0%N/A0.779%
2/17/2026 Osaic Holdings Inc.4,283$265K0.0%+10.5%0.556%
2/13/2026 Kestra Advisory Services LLC1,191$74K0.0%N/A0.155%
2/11/2026 LPL Financial LLC19,241$1.19M0.0%-6.2%2.499%
2/10/2026 Cherry Tree Wealth Management LLC500$31K0.0%N/A0.065%
2/4/2026 Byrne Financial Freedom LLC82,540$5.10M2.3%-1.5%10.719%
2/4/2026 Nwam 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%
11/17/2025 Susquehanna International Group LLP6,536$397K0.0%-52.3%0.769%
11/17/2025 Bank of America Corp DE5,592$339K0.0%-6.1%0.658%
11/14/2025 Two Sigma Investments LP3,400$206K0.0%-17.1%0.400%
11/13/2025 Family Management Corp4,171$253K0.0%-50.0%0.491%
10/28/2025Meritage Portfolio Management6,639$403K0.0%-34.8%0.772%
9/4/2025 Osaic 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%
8/15/2025 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%
7/25/2025Meritage 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%
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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%


KBWR Institutional Ownership - Frequently Asked Questions

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 ($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.

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).

Institutional investors have bought a total of 28,058 shares in the last 24 months. This purchase volume represents approximately $1.72M in transactions.

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 ($24.34K), Susquehanna International Group LLP ($7.17K), Meritage Portfolio Management ($4.74K), Family Management Corp ($4.17K), Accredited Investors Inc. ($1.90K), Byrne Financial Freedom LLC ($1.28K), and LPL Financial LLC ($1.27K).

Institutional investors have sold a total of 46,727 shares in the last 24 months. This volume of shares sold represents approximately $2.77M in transactions.


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This page (NASDAQ:KBWR) was last updated on 6/15/2026 by MarketBeat.com Staff.
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