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Invesco KBW Regional Banking ETF (KBWR) Institutional Ownership

Invesco KBW Regional Banking ETF logo
$60.12 +0.77 (+1.30%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Regional Banking ETF (NASDAQ:KBWR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.49M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$350.39K
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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
11/15/2024 IHT Wealth Management LLC6,349$360K0.0%-4.3%0.705%
11/6/2024 Accredited Investors Inc.8,395$476K0.0%-13.8%0.933%
11/4/2024 Meritage Portfolio Management9,055$513K0.0%+9.3%1.006%
10/22/2024 Private Advisor Group LLC9,691$549K0.0%N/A1.077%
7/20/2024 Accredited Investors Inc.9,734$478K0.0%-18.0%0.973%
5/8/2024 Avantax Advisory Services Inc.4,723$241K0.0%-12.0%0.437%
5/7/2024 Redmond Asset Management LLC4,156$212K0.1%-23.8%0.385%
4/29/2024 Meritage Portfolio Management8,290$422K0.0%-5.5%0.768%
2/6/2024 Private Advisor Group LLC43,118$2.36M0.0%+130.6%3.593%
2/6/2024 Bordeaux 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%
11/14/2023 Synovus Financial Corp6,432$282K0.0%-13.3%0.559%
11/9/2023 Blair William & Co. IL1,741$76K0.0%-54.1%0.151%
11/3/2023 Private Advisor Group LLC18,697$819K0.0%N/A1.626%
10/30/2023 Meritage Portfolio Management8,585$376K0.0%N/A0.747%
8/11/2023 Davidson Investment Advisors65,742$2.85M0.2%N/A5.057%
8/10/2023 Cary Street Partners Investment Advisory LLC2,600$113K0.0%-20.0%0.200%
8/8/2023 Synovus Financial Corp7,420$322K0.0%-10.7%0.571%
8/4/2023 Simplex Trading LLC1,360$58K0.0%N/A0.105%
8/3/2023 Accredited Investors Inc.11,872$515K0.0%N/A0.913%
7/31/2023 LPL 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%
5/11/2023 Synovus Financial Corp8,305$383K0.0%-40.3%0.644%
5/3/2023 Redmond 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%
4/12/2023 Private Trust Co. NA933$43K0.0%N/A0.073%
2/13/2023Heritage Wealth Management LLC522$30K0.0%N/A0.045%
2/10/2023 Marble 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%
2/7/2023 LPL Financial LLC10,819$617K0.0%-18.4%0.933%
2/7/2023NovaPoint Capital LLC40,116$2.29M1.0%-33.6%3.458%
2/6/2023 Synovus Financial Corp13,904$792K0.0%+64.0%1.199%
1/11/2023 Phocas Financial Corp.1,360$78K0.0%N/A0.114%
11/10/2022 Fusion Capital LLC3,709$205K0.1%-7.0%0.283%
11/2/2022 Avantax Advisory Services Inc.5,734$317K0.0%+4.2%0.434%
10/27/2022 Synovus Financial Corp8,479$465K0.0%+14.4%0.642%
10/12/2022 PCG Wealth Advisors LLC5,748$319K0.1%N/A0.435%
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10/11/2022 Fulcrum Equity Management46,173$2.55M2.2%N/A3.525%
8/4/2022NovaPoint Capital LLC62,076$3.32M1.4%-11.5%4.775%
5/10/2022 Western Wealth Management LLC45,859$2.81M0.1%+417.0%3.207%
5/4/2022 Advisor Group Holdings Inc.19,931$1.22M0.0%+132.2%1.394%
5/3/2022 Venture Visionary Partners LLC3,455$211K0.0%-16.8%0.242%
5/3/2022 Fusion Capital LLC3,965$243K0.1%N/A0.277%
4/29/2022NovaPoint Capital LLC70,136$4.30M1.6%N/A4.905%
4/27/2022 Avantax Advisory Services Inc.5,405$327K0.0%+13.2%0.378%
4/21/2022 CWM LLC1,600$98K0.0%N/A0.112%
2/8/2022 Bank of America Corp DE37,912$2.39M0.0%+5.6%2.894%
2/8/2022Raymond James & Associates8,850$557K0.0%+4.1%0.676%
2/3/2022 Advisor 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%
1/24/2022 Avantax Advisory Services Inc.4,775$301K0.0%+11.7%0.373%
11/12/2021 Rockefeller Capital Management L.P.404$25K0.0%-86.2%0.035%
11/5/2021 Advisor 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%
10/21/2021 Avantax Advisory Services Inc.4,275$261K0.0%+11.8%0.353%
10/12/2021 Marquette Asset Management LLC6,800$283K0.1%N/A0.562%
8/17/2021 Citadel Advisors LLC23,090$1.38M0.0%N/A1.877%
8/16/2021 Bank of America Corp DE79,177$4.73M0.0%-9.9%6.437%
8/16/2021 Morgan Stanley74,334$4.44M0.0%+8.5%6.043%
8/16/2021 Goldman Sachs Group Inc.3,959$237K0.0%N/A0.322%
8/13/2021 LPL Financial LLC11,939$713K0.0%+7.1%0.971%
8/13/2021 Stifel Financial Corp4,809$287K0.0%-29.5%0.391%
8/13/2021 Northwestern Mutual Wealth Management Co.441$26K0.0%N/A0.036%
8/12/2021 Lido Advisors LLC27,674$1.65M0.0%N/A2.250%
8/11/2021 Susquehanna International Group LLP17,765$1.06M0.0%+349.7%1.444%
8/10/2021 Rockefeller Capital Management L.P.2,919$174K0.0%+53.1%0.237%
8/6/2021 River Wealth Advisors LLC3,717$222K0.0%-7.8%0.302%
8/2/2021 Advisor 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%
5/18/2021 Morgan Stanley68,510$4.18M0.0%+1,406.0%4.725%
5/18/2021 Jane Street Group LLC26,703$1.63M0.0%N/A1.842%
5/17/2021 Royal Bank of Canada6,787$414K0.0%-68.6%0.468%
5/17/2021 Ameriprise Financial Inc.4,958$303K0.0%N/A0.342%
5/14/2021 Brown Advisory Inc.33,150$2.02M0.0%+12.3%2.286%
5/14/2021 Stifel Financial Corp6,817$416K0.0%-53.9%0.470%
5/12/2021 UBS Group AG12,189$744K0.0%+6.8%0.841%
5/11/2021 River Wealth Advisors LLC4,030$246K0.0%-21.5%0.278%
5/11/2021Maryland Capital Management3,800$232K0.0%N/A0.262%
5/11/2021 Rockefeller Capital Management L.P.1,907$116K0.0%N/A0.132%
4/29/2021 Retirement Capital Strategies136,260$8.32M3.3%N/A9.733%
4/27/2021 Janney 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%
2/12/2021 LPL Financial LLC5,991$283K0.0%-17.4%0.599%
2/11/2021 Synovus Financial Corp7,275$343K0.0%N/A0.728%
2/10/2021 Nicholas Company Inc.22,385$1.06M0.0%N/A2.460%
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2/9/2021 Parkside Financial Bank & Trust2,219$105K0.0%-75.7%0.244%
1/27/2021 Venture Visionary Partners LLC4,296$203K0.0%N/A0.472%
11/13/2020 Morgan Stanley4,599$147K0.0%-10.8%0.582%
(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 Synergy Asset Management LLC ($3.05M), Davidson Investment Advisors ($2.85M), NovaPoint Capital LLC ($2.29M), LPL Financial LLC ($1.35M), Brown Advisory Inc. ($1.32M), Raymond James Financial Services Advisors Inc. ($828K), and Private Advisor Group LLC ($549K).Learn more on KBWR's institutional investors.

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

Of the 16 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: Davidson Investment Advisors ($65.74K), Synergy Asset Management LLC ($55.75K), Private Advisor Group LLC ($52.81K), Raymond James Financial Services Advisors Inc. ($24.64K), Accredited Investors Inc. ($11.87K), Meritage Portfolio Management ($9.36K), and LPL Financial LLC ($6.05K).

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

Institutional investors have bought a total of 255,276 shares in the last 24 months. This purchase volume represents approximately $15.12M in transactions.

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

Of the 13 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 ($20.30K), Synovus Financial Corp ($7.47K), Raymond James Financial Services Advisors Inc. ($6.70K), Brown Advisory Inc. ($4.68K), Accredited Investors Inc. ($3.48K), LPL Financial LLC ($2.45K), and Blair William & Co. IL ($2.05K).

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

Institutional investors have sold a total of 51,023 shares in the last 24 months. This volume of shares sold represents approximately $4.48M in transactions.


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This page (NASDAQ:KBWR) was last updated on 12/21/2024 by MarketBeat.com Staff
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