Invesco KBW Regional Banking
KBWR • NASDAQ
Invesco KBW Regional Banking is an exchange-traded fund on NASDAQ. As of Q3 2025, 32 institutional investors hold shares in this ETF, with total holdings valued at $12.7M. BYRNE FINANCIAL FREEDOM, LLC is the largest holder with a position valued at $5.1M.
Overview
Overview of institutional ownership in KBWR as of Q3 2025
All Institutions
- Institutions
- 32
- Value Held
- $12.7M
- Shares Held
- 209.8K
- Avg Position
- $397.9K
- Median Position
- $53.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $206.3K
- Shares Held
- 3.4K
- Avg Position
- $206.3K
- Median Position
- $206.3K
Biggest Investors
Institutions with the largest positions in KBWR as of Q3 2025
| Institution | Position Value |
|---|---|
 BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | $5.1M 2.53% of portfolio |
B BROWN ADVISORY INC RIA/Wealth | $1.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.2M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $936.3K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $455.3K 0.00% of portfolio |
 Accredited Investors Inc. RIA/Wealth | $454.7K 0.03% of portfolio |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | $433.9K 0.05% of portfolio |
 MERITAGE PORTFOLIO MANAGEMENT Long Only Manager | $402.9K 0.03% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $396.6K 0.00% of portfolio |
 SYNOVUS FINANCIAL CORP Institution | $385.4K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for KBWR in Q3 2025
- Traded
- +$392.4K
- Buyers
- 13
- Sellers
- 10
- Total Bought
- +$1.8M
- Total Sold
- −$1.4M
- Avg Position
- $363.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | +$1.2M +20.2K shares |
J JANE STREET GROUP, LLC Institution | +$455.3K +7.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$30.3K +500.0 shares |
MORGAN STANLEY RIA/Wealth | +$30.3K +499.0 shares |
 MAI Wealth Advisors RIA/Wealth | +$21.8K +360.0 shares |
R ROYAL BANK OF CANADA Institution | +$17.6K +290.0 shares |
A Advisor Group Holdings, Inc. Institution | +$15.7K +254.0 shares |
 CWM, LLC RIA/Wealth | +$11.2K +185.0 shares |
 UBS Group AG Institution | +$6.8K +-5.1K shares |
R Russell Investments Group, Ltd. RIA/Wealth | +$2.7K +44.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$435.1K −7.2K shares |
L LPL Financial LLC Institution | −$391.7K −6.5K shares |
 Family Management Corp RIA/Wealth | −$253.1K −4.2K shares |
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager | −$214.9K −3.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$43.3K −749.0 shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$42.5K −700.0 shares |
 BANK OF MONTREAL /CAN/ Institution | −$23.1K −400.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$22.2K −366.0 shares |
 FMR LLC Institution | −$58.0 −1.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$58.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited KBWR in Q3 2025
- New Positions
- 3
- New Value
- $24.8K
- Exited Positions
- 3
- Exited Value
- $66.5K
New Positions
| Institution | Position Value |
|---|---|
MAI Wealth Advisors RIA/Wealth | $21.8K 360.0 shares |
R Russell Investments Group, Ltd. RIA/Wealth | $2.7K 44.0 shares |
R Ronald Blue Trust, Inc. Institution | $303.0 5.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $43.3K 749.0 shares |
BANK OF MONTREAL /CAN/ Institution | $23.1K 400.0 shares |
FMR LLC Institution | $58.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in KBWR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with KBWR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | 2.53% $5.1M |
Marble Harbor Investment Counsel, LLC RIA/Wealth | 0.05% $433.9K |
Family Management Corp RIA/Wealth | 0.04% $253.1K |
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager | 0.03% $402.9K |
Accredited Investors Inc. RIA/Wealth | 0.03% $454.7K |
SYNOVUS FINANCIAL CORP Institution | 0.00% $385.4K |
B BROWN ADVISORY INC RIA/Wealth | 0.00% $1.5M |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | 0.00% $24.3K |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.00% $3.0K |
 Capital Analysts, Inc. RIA/Wealth | 0.00% $22.1K |
Hedge Fund Spotlight
Discover hedge funds investing in KBWR
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco KBW Regional Banking
- Market Value
- $206.3K
- Shares Held
- 3.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
