Free Trial
→ Fanatics Hit $31B-Is This Nasdaq Next? (From i2i Marketing Group, LLC) (Ad)tc pixel Free KBWR Stock Alerts

Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

Invesco KBW Regional Banking ETF logo
$60.90 -0.83 (-1.34%)
Closing price 03:31 PM Eastern
Extended Trading
$61.26 +0.36 (+0.59%)
As of 05:44 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.
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)
$2.25M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional 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.

Subscribe Now
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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/25/2025 Meritage 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%
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%
(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, 23 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 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: 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 38,654 shares in the last 24 months. This purchase volume represents approximately $2.25M 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.


Related Companies

This page (NASDAQ:KBWR) was last updated on 9/16/2025 by MarketBeat.com Staff
From Our Partners
Fanatics Hit $31B-Is This Nasdaq Next?
Fanatics built an empire by owning the fan experience-scaling to a $31B valuation. But the next wave isn't abo...
i2i Marketing Group, LLC | Sponsoredtc pixel
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
$3,600 gold is nice ... but here’s what most gold bugs are missing
Gold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...
Weiss Ratings | Sponsoredtc pixel
Free: The Crypto Summit That Could Change Your Life
Wall Street’s Crypto Playbook—Revealed at This Free Event If you want to understand what's really happening...
Crypto 101 Media | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
OpenAI’s new $300 billion deal
OpenAI just signed a $300 billion cloud deal with Oracle to secure the computing power needed for its next Cha...
Porter & Company | Sponsoredtc pixel