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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
   PRIVATE TRUST CO NA 2179 *Closed 2024-03-31 0 $0 -845
   Synergy Financial Management LLC 138 *Closed 2024-03-31 0 $0 -55,747
   CITADEL ADVISORS LLC 6096 *Closed 2024-03-31 0 $0 -4,230
   GOLDMAN SACHS GROUP INC/ 4778 *Closed 2024-03-31 0 $0 -4,236
   FIRST FINANCIAL BANK - TRUST DIVISION 203 *Closed 2024-03-31 0 $0 -5,342
   BSW WEALTH PARTNERS 308 *Closed 2024-03-31 0 $0 -4,297
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3319 *Closed 2024-03-31 0 $0 -3,668
   Running Point Capital Advisors LLC 168 *Closed 2024-03-31 0 $0 -90
   US BANCORP 4070 *Closed 2024-03-31 0 $0 -142
   Bordeaux Wealth Advisors LLC 122 *Closed 2024-03-31 0 $0 -4,235
  10 Records found
  1    
  Page 1 of 1
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