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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

29 hedge funds and large institutions have $12.1M 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, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
8
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
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$792K
3
Jane Street
3
Jane Street
New York
$0
4
ATC
4
Argent Trust Co
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFF
1
Byrne Financial Freedom
Massachusetts
$3.68M +$114K +1,981 +3%
LPL Financial
2
LPL Financial
California
$1.56M +$426K +7,371 +38%
Brown Advisory
3
Brown Advisory
Maryland
$1.45M -$67K -1,160 -4%
Morgan Stanley
4
Morgan Stanley
New York
$863K -$215K -3,719 -20%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$792K -$471K -8,158 -37%
MPM
6
Meritage Portfolio Management
Kansas
$588K +$24.3K +420 +4%
FM
7
Family Management
New York
$482K – – –
AI
8
Accredited Investors
Minnesota
$433K -$52.2K -903 -11%
MHIC
9
Marble Harbor Investment Counsel
Massachusetts
$413K – – –
SF
10
Synovus Financial
Georgia
$365K +$1.5K +26 +0.4%
Bank of America
11
Bank of America
North Carolina
$344K -$1.39M -23,977 -80%
UBS Group
12
UBS Group
Switzerland
$304K +$63.1K +1,092 +26%
Two Sigma Investments
13
Two Sigma Investments
New York
$237K -$28.9K -500 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$212K +$66.9K +1,139 +46%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$105K +$47K +816 +81%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$72.9K – – –
Raymond James Financial
17
Raymond James Financial
Florida
$43.3K +$43.3K +749 New
RIL
18
Rothschild Investment LLC
Illinois
$23.1K – – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$23.1K – – –
CAL
20
Capital Analysts LLC
Pennsylvania
$21K – – –
WSFS
21
Wilmington Savings Fund Society
Delaware
$17.3K – – –
William Blair & Company
22
William Blair & Company
Illinois
$13.9K -$11.6K -200 -45%
AIM
23
Anchor Investment Management
South Carolina
$6.94K – – –
SS
24
Sunbelt Securities
Texas
$3.27K – – –
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$3.24K – – –
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