Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / KBW REGL BKG
-
Total 13F shares
-
208,615
-
Share change
-
-38,386
-
Total reported value
-
$12,055,883
-
Price per share
-
$57.79
-
Number of holders
-
29
-
Value change
-
-$2,197,115
-
Number of buys
-
9
-
Number of sells
-
12
Institutional Holders of INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) as of Q2 2025
As of 30 Jun 2025,
INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
208,615 shares.
The largest 10 holders included
BYRNE FINANCIAL FREEDOM, LLC, LPL Financial LLC, BROWN ADVISORY INC, MORGAN STANLEY, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MERITAGE PORTFOLIO MANAGEMENT, Family Management Corp, Accredited Investors Inc., Marble Harbor Investment Counsel, LLC, and SYNOVUS FINANCIAL CORP.
This page lists
29
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.