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 33 institutions that hold shares in the stock, with a total of 212,614 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
63,642
shares
|
$3.98 Million
1.84% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
26,961
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
25,130
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
14,930
shares
|
$932,826
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,705
shares
|
$856,288
0.0% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
10,180
shares
|
$636,046
0.04% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,342
shares
|
$521,208
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
7,492
shares
|
$468,100
0.03% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
7,150
shares
|
$446,732
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,317
shares
|
$394,686
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,958
shares
|
$372,255
0.0% of portfolio
|
Q2 2025
Reduced 80.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,252
shares
|
$328,144
0.0% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$256,168
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$237,424
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,622
shares
|
$226,302
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,824
shares
|
$113,963
0.0% of portfolio
|
Q2 2025
Added 80.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,262
shares
|
$78,849
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
749
shares
|
$46,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
400
shares
|
$24,992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
400
shares
|
$24,992
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
364
shares
|
$22,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
300
shares
|
$18,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
241
shares
|
$15,057
0.0% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
129
shares
|
$8,059
0.0% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
120
shares
|
$7,497
0.0% of portfolio
|
Q4 2023
New holding
|