Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / KBW REGL BKG
-
Total 13F shares
-
247,001
-
Share change
-
-8,599
-
Total reported value
-
$13,872,048
-
Price per share
-
$56.16
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Number of holders
-
31
-
Value change
-
-$518,271
-
Number of buys
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10
-
Number of sells
-
11
Institutional Holders of INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) as of Q1 2025
As of 31 Mar 2025 INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) had 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 247,001 shares of stock of the company.
Largest 10 holders included BYRNE FINANCIAL FREEDOM, LLC, BANK OF AMERICA CORP /DE/, BROWN ADVISORY INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC, MORGAN STANLEY, MERITAGE PORTFOLIO MANAGEMENT, Accredited Investors Inc., Family Management Corp, and Marble Harbor Investment Counsel, LLC.
This table shows 31 institutional shareholders of the security as of 31 Mar 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.