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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

28 hedge funds and large institutions have $11.3M invested in Invesco KBW Regional Banking ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.56M
2
BFF
2
Byrne Financial Freedom
Massachusetts
$3.68M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$212K
4
UBS Group
4
UBS Group
Switzerland
$304K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$105K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$344K
2
Jane Street
2
Jane Street
New York
$0
3
ATC
3
Argent Trust Co
Tennessee
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$863K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFF
1
Byrne Financial Freedom
Massachusetts
$3.68M 63,642 +1,981 +3%
LPL Financial
2
LPL Financial
California
$1.56M 26,961 +7,371 +38%
Brown Advisory
3
Brown Advisory
Maryland
$1.45M 25,130 -1,160 -4%
Morgan Stanley
4
Morgan Stanley
New York
$863K 14,930 -3,719 -20%
MPM
5
Meritage Portfolio Management
Kansas
$588K 10,180 +420 +4%
FM
6
Family Management
New York
$482K 8,342 – –
AI
7
Accredited Investors
Minnesota
$433K 7,492 -903 -11%
MHIC
8
Marble Harbor Investment Counsel
Massachusetts
$413K 7,150 – –
SF
9
Synovus Financial
Georgia
$365K 6,317 +26 +0.4%
Bank of America
10
Bank of America
North Carolina
$344K 5,958 -23,977 -80%
UBS Group
11
UBS Group
Switzerland
$304K 5,252 +1,092 +26%
Two Sigma Investments
12
Two Sigma Investments
New York
$237K 4,100 -500 -11%
Osaic Holdings
13
Osaic Holdings
Arizona
$212K 3,612 +1,139 +46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$105K 1,824 +816 +81%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$72.9K 1,262 – –
Raymond James Financial
16
Raymond James Financial
Florida
$43.3K 749 +749 New
RIL
17
Rothschild Investment LLC
Illinois
$23.1K 400 – –
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$23.1K 400 – –
CAL
19
Capital Analysts LLC
Pennsylvania
$21K 364 – –
WSFS
20
Wilmington Savings Fund Society
Delaware
$17.3K 300 – –
William Blair & Company
21
William Blair & Company
Illinois
$13.9K 241 -200 -45%
AIM
22
Anchor Investment Management
South Carolina
$6.94K 120 – –
SS
23
Sunbelt Securities
Texas
$3.27K 55 – –
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$3.24K 56 – –
CSC
25
Caldwell Sutter Capital
California
$2.89K 50 – –
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