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 36 institutions that hold shares in the stock, with a total of 250,998 shares, which have been reported (via 13F filing form) to have a value of $14.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
61,661
shares
|
$3.46 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
29,935
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
26,290
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,863
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 77.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
19,590
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18,649
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 31.43%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
9,760
shares
|
$548,316
0.04% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
8,395
shares
|
$471,631
0.03% of portfolio
|
Q3 2024
Reduced 51.89%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
8,342
shares
|
$468,653
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
7,150
shares
|
$401,687
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,291
shares
|
$353,428
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,384
shares
|
$302,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,600
shares
|
$258,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,205
shares
|
$236,236
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,160
shares
|
$233,708
0.0% of portfolio
|
Q1 2025
Added 158.87%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$213,484
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,584
shares
|
$201,349
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,473
shares
|
$138,933
0.0% of portfolio
|
Q4 2024
Added 586.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,262
shares
|
$70,899
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,008
shares
|
$56,629
0.0% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
441
shares
|
$24,775
0.0% of portfolio
|
Q1 2025
Reduced 77.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
400
shares
|
$22,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
400
shares
|
$22,472
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
364
shares
|
$20,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
300
shares
|
$16,854
0.0% of portfolio
|
Q3 2024
New holding
|