Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 213,770 shares, which have been reported (via 13F filing form) to have a value of $12.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
83,819
shares
|
$4.91 Million
2.53% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
25,130
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,506
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
15,429
shares
|
$903,676
0.0% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,503
shares
|
$439,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
7,492
shares
|
$438,806
0.03% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
7,150
shares
|
$418,775
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
6,639
shares
|
$388,846
0.03% of portfolio
|
Q3 2025
Reduced 34.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,536
shares
|
$382,813
0.0% of portfolio
|
Q3 2025
Reduced 52.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,347
shares
|
$371,743
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,592
shares
|
$327,523
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
4,171
shares
|
$244,295
0.04% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,876
shares
|
$227,017
0.0% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$222,566
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$199,138
0.0% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,114
shares
|
$123,816
0.0% of portfolio
|
Q2 2025
Added 80.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,262
shares
|
$73,915
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
500
shares
|
$29,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
400
shares
|
$23,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
364
shares
|
$21,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
360
shares
|
$21,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
300
shares
|
$17,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
241
shares
|
$14,115
0.0% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
185
shares
|
$10,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
129
shares
|
$7,555
0.0% of portfolio
|
Q2 2024
Added 0.78%
|
|