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Get Institutions for : 
Invesco KBW Regional Banking ETF (KBWR)  
$48.95 0.27 (0.55%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    4
Total shares held : 
337,822  
% of shares held : 
10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
59,207  
% of shares held change : 
  1.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 77,925
 23.07%
 
Increased Positions :
9
 30,607
 9.06%
 
Unchanged Positions :
9
 49,435
 14.63%
 
Decreased Positions :
10
-38,364
-11.36%
 
Closed Positions :
6
-10,961
-3.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BROWN ADVISORY HOLDINGS INC 683 - 2024-03-31 30,330 $1,545,000 0
   ACCREDITED INVESTORS INC. 112 - 2024-03-31 11,872 $605,000 0
   FAMILY MANAGEMENT CORP 109 - 2024-03-31 8,342 $425,000 0
   SOL CAPITAL MANAGEMENT CO 260 - 2024-03-31 6,025 $307,000 0
   IAG Wealth Partners LLC 297 - 2024-03-31 240 $12,000 0
   PRINCIPAL SECURITIES INC. 2298 - 2024-03-31 200 $10,000 0
   Anchor Investment Management LLC 851 - 2024-03-31 120 $6,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 580 - 2023-06-30 61 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 716 - 2024-03-31 50 $3,000 0
   Sunbelt Securities Inc. 1443 - 2024-03-31 53 $3,000 0
   WELLS FARGO & CO/MN 5893 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 8678 - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results