INVESCO KBW REGIONAL BANKING (KBWR) Institutional Ownership Changes & 13F Activity
INVESCO KBW REGIONAL BANKING (KBWR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Jane Street Group, Llc, Citadel Advisors Llc, Hrt Financial Lp, and Accredited Investors Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +13,603 | +201.8% | 20,344 | $1.30M | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +24,103 | — | 24,103 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +14,222 | +103.1% | 28,014 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,529 | — | 11,529 | $737.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,146 | — | 3,146 | $201.14K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +1,500 | +30.0% | 6,500 | $415.59K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,024 | +45.9% | 3,257 | $208.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -686 | -15.4% | 3,764 | $240.63K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -168 | -8.7% | 1,764 | $112.79K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +18 | +0.3% | 6,424 | $410.79K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,567 | +529.4% | 1,863 | $119.11K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -72 | -1.4% | 5,029 | $321.52K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -49 | -0.3% | 15,106 | $965.83K | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Sell | -888 | -4.4% | 19,127 | $1.22M | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | Sell | -40 | -90.9% | 4 | $256.00 | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, Llc | Buy | +140 | — | 140 | $8.95K | Q2 2026 | Aug 05, 2026 |
| Byrne Financial Freedom, Llc | Sell | -793 | -1.0% | 81,841 | $5.23M | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | Sell | -57 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Corient Private Wealth Llc | Sell | -6,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -4,287 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -3,245 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -360 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -300 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -49 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -1,262 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Accredited Investors Inc. | Sell | -6,494 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -182 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
| Princeton Global Asset Management Llc | Sell | -2 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 22, 2026 |
Frequently asked questions about KBWR activity
Which institutional owners are buying KBWR?
Institutional owners buying KBWR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KBWR activity?
"Buy" means an investor increased their reported position in KBWR compared to the prior reporting period. This reflects growing exposure to INVESCO KBW REGIONAL BANKING (KBWR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KBWR increasing?
Institutional interest in KBWR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.