Who Owns KBWR?
INVESCO EXCH TRADED FD TR II — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
32
Total Inst. Value
$12.8M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
7
Closed Positions
5
Increased
5
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BYRNE FINANCIAL FREEDOM, LLCNew | $3.5M | 61,661 |
| 2 | BANK OF AMERICA CORP /DE/ | $1.7M | 29,935 |
| 3 | BROWN ADVISORY INC | $1.5M | 26,290 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 21,863 |
| 5 | MORGAN STANLEY | $1.0M | 18,649 |
| 6 | MERITAGE PORTFOLIO MANAGEMENT | $548K | 9,760 |
| 7 | Accredited Investors Inc. | $471K | 8,395 |
| 8 | Family Manage LLC | $468K | 8,342 |
| 9 | Marble Harbor Investment Counsel, LLC | $401K | 7,150 |
| 10 | SYNOVUS FINANCIAL CORP | $353K | 6,291 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BYRNE FINANCIAL FREEDOM, LLCNew | +62K | $3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +10K | $1.2M |
| MORGAN STANLEY | +4K | $1.0M |
| JANE STREET GROUP, LLCNew | +5K | $302K |
| TWO SIGMA INVESTMENTS, LPNew | +5K | $258K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -15K | $139K |
| BANK OF AMERICA CORP /DE/ | -8K | $1.7M |
| BLAIR WILLIAM & CO/IL | -2K | $25K |
| MERITAGE PORTFOLIO MANAGEMENT | -410 | $548K |
| LPL Financial LLC | -116 | $1K |
Frequently Asked Questions
How many institutional investors hold KBWR?
As of Q1 2025, 32 institutional investors report holding KBWR (INVESCO EXCH TRADED FD TR II) in their 13F filings.
Which hedge fund owns the most KBWR?
The largest institutional holder of KBWR is BYRNE FINANCIAL FREEDOM, LLC with $3.5M in shares.
Are institutions buying or selling KBWR?
This quarter, 7 institutions opened new positions in KBWR and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.