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Invesco KBW Property & Casualty Insurance ETF (KBWP) Institutional Ownership

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$106.28
+0.34 (+0.32%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Property & Casualty Insurance ETF (NASDAQ:KBWP)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$107.18M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$62.46M
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KBWP Institutional Buying and Selling by Quarter

Invesco KBW Property & Casualty Insurance ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Advisors Preferred LLC3,641$390K0.1%+118.2%0.122%
5/8/2024 Legacy Capital Group California Inc.2,896$312K0.1%-8.0%0.097%
5/7/2024 Oppenheimer & Co. Inc.2,671$288K0.0%N/A0.090%
5/7/2024 PFG Advisors3,524$380K0.0%N/A0.118%
5/4/2024 WBI Investments LLC2,091$225K0.0%N/A0.070%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,998$1.29M0.2%+33.0%0.403%
5/2/2024 Mutual Advisors LLC76,676$8.26M0.3%-0.9%2.573%
5/1/2024 Janney Montgomery Scott LLC5,933$639K0.0%+26.2%0.199%
5/1/2024 Stegent Equity Advisors Inc.16,083$1.73M1.8%-23.0%0.540%
4/30/2024 Private Advisor Group LLC8,712$939K0.0%N/A0.292%
4/30/2024 J.W. Cole Advisors Inc.3,945$425K0.0%+15.0%0.132%
4/30/2024 Fortis Group Advisors LLC76,811$8.28M1.5%N/A2.578%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,055,000$113.68M2.2%+160.5%35.403%
4/30/2024Commonwealth Equity Services LLC8,846$953K0.0%+2.8%0.297%
4/26/2024 Carr Financial Group Corp2,252$243K0.1%-29.1%0.075%
4/24/2024 Fulcrum Equity Management13,381$1.44M1.7%+2.0%0.445%
4/22/2024 Nilsine Partners LLC9,444$1.02M0.1%-24.8%0.314%
4/15/2024 Brookstone Capital Management2,139$230K0.0%-19.7%0.071%
2/12/2024Focus Financial Network Inc. ADV18,761$1.70M0.1%N/A0.893%
2/8/2024Kingsview Wealth Management LLC12,003$1.09M0.0%+37.9%0.572%
2/8/2024 Legacy Capital Group California Inc.3,147$285K0.1%N/A0.150%
2/8/2024 Janney Montgomery Scott LLC4,702$426K0.0%N/A0.224%
2/5/2024 Stegent Equity Advisors Inc.20,897$1.89M2.2%-7.7%0.995%
1/26/2024 Carr Financial Group Corp3,178$288K0.1%-20.7%0.149%
1/26/2024 Geneos Wealth Management Inc.798$72K0.0%N/A0.037%
1/24/2024Advisors Preferred LLC1,669$153K0.0%N/A0.078%
1/24/2024 Nilsine Partners LLC12,551$1.14M0.2%-20.3%0.586%
1/24/2024 Private Trust Co. NA2,351$213K0.0%N/A0.110%
1/23/2024 DAVENPORT & Co LLC15,174$1.37M0.0%+13.1%0.703%
1/22/2024 Hudock Inc.2,306$209K0.0%N/A0.107%
1/19/2024 Fulcrum Equity Management13,115$1.19M1.5%N/A0.607%
1/16/2024 Raymond James Financial Services Advisors Inc.3,103$281K0.0%+4.9%0.144%
1/16/2024 Raymond James & Associates20,658$1.87M0.0%+338.4%0.956%
1/12/2024 Mutual Advisors LLC77,372$7.00M0.2%-0.7%3.582%
1/11/2024 Brookstone Capital Management2,664$241K0.0%N/A0.123%
11/14/2023 SMI Advisory Services LLC43,434$3.83M1.4%N/A2.373%
11/14/2023 Mutual Advisors LLC77,886$6.55M0.3%-3.2%4.256%
11/13/2023LPL Financial LLC84,976$7.15M0.0%-43.4%4.643%
11/8/2023Atria Wealth Solutions Inc.3,471$292K0.0%-10.0%0.190%
11/7/2023Kingsview Wealth Management LLC8,702$732K0.0%+23.0%0.476%
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11/7/2023 Carr Financial Group Corp4,007$356K0.1%-7.8%0.219%
11/1/2023 Nilsine Partners LLC15,746$1.32M0.2%+1.0%0.865%
10/25/2023 Stegent Equity Advisors Inc.22,650$1.91M2.4%-3.5%1.280%
10/24/2023 J.W. Cole Advisors Inc.3,427$288K0.0%-7.6%0.194%
10/24/2023 Raymond James Financial Services Advisors Inc.2,959$249K0.0%-84.5%0.167%
10/24/2023 Raymond James & Associates4,712$396K0.0%-83.8%0.266%
10/24/2023 Cambridge Investment Research Advisors Inc.2,418$203K0.0%-55.7%0.137%
10/23/2023Commonwealth Equity Services LLC8,807$741K0.0%-3.0%0.498%
10/17/2023 DAVENPORT & Co LLC13,422$1.13M0.0%-1.3%0.763%
10/17/2023 Flagship Harbor Advisors LLC3,311$278K0.0%+16.5%0.188%
8/11/2023V Wealth Advisors LLC4,088$335K0.1%-41.5%0.165%
8/10/2023 Private Advisor Group LLC5,472$448K0.0%-49.2%0.221%
8/9/2023Flow Traders U.S. LLC4,246$348K0.0%-51.3%0.171%
8/8/2023Prospera Financial Services Inc2,889$237K0.0%N/A0.116%
8/7/2023 Stegent Equity Advisors Inc.23,471$1.92M2.1%-44.0%0.946%
8/3/2023Atria Wealth Solutions Inc.3,855$316K0.0%+44.9%0.155%
8/1/2023Truist Financial Corp25,181$2.06M0.0%+0.6%1.015%
7/31/2023LPL Financial LLC150,187$12.30M0.0%-9.3%6.056%
7/31/2023 Mutual Advisors LLC80,489$6.59M0.3%+1.7%3.246%
7/31/2023Menora Mivtachim Holdings LTD.937,350$76.74M0.7%-38.0%37.796%
7/25/2023 Raymond James Financial Services Advisors Inc.19,055$1.56M0.0%+6.9%0.756%
7/25/2023 Raymond James & Associates29,157$2.39M0.0%+1.1%1.157%
7/25/2023Ameritas Advisory Services LLC3,140$257K0.0%+237.6%0.125%
7/21/2023 Nilsine Partners LLC15,596$1.28M0.2%-2.5%0.614%
7/20/2023 DAVENPORT & Co LLC13,595$1.11M0.0%+7.0%0.535%
7/17/2023 Wealthcare Advisory Partners LLC12,726$1.04M0.0%+1.7%0.499%
7/17/2023 Carr Financial Group Corp4,345$356K0.1%-28.8%0.170%
7/13/2023 Cambridge Investment Research Advisors Inc.5,455$447K0.0%-27.2%0.157%
7/11/2023 Flagship Harbor Advisors LLC2,841$233K0.0%N/A0.082%
6/14/2023Atria Wealth Solutions Inc.2,660$221K0.0%+5.6%0.061%
5/12/2023 HighTower Advisors LLC257,962$21.45M0.0%+17.5%5.876%
5/11/2023Envestnet Asset Management Inc.7,725$643K0.0%+77.7%0.176%
5/10/2023 Private Advisor Group LLC10,777$897K0.0%N/A0.245%
5/10/2023LPL Financial LLC165,541$13.78M0.0%+28.7%3.771%
5/5/2023Truist Financial Corp25,026$2.08M0.0%+0.7%0.570%
5/4/2023 Wealthcare Advisory Partners LLC12,513$1.04M0.0%+13.8%0.285%
5/2/2023V Wealth Advisors LLC6,988$582K0.1%-8.5%0.159%
5/2/2023 Harel Insurance Investments & Financial Services Ltd.405,000$33.71M0.7%N/A9.226%
4/28/2023Ameritas Advisory Services LLC930$77K0.0%N/A0.021%
4/27/2023 DAVENPORT & Co LLC12,710$1.06M0.0%+183.6%0.288%
4/20/2023 Hennion & Walsh Asset Management Inc.4,900$408K0.0%+60.7%0.111%
4/20/2023 Carr Financial Group Corp6,106$508K0.2%-34.0%0.138%
4/20/2023 Western Financial Corp CA3,665$305K0.2%N/A0.083%
4/18/2023 Stegent Equity Advisors Inc.41,931$3.49M3.5%+38.2%0.949%
4/14/2023 Raymond James Financial Services Advisors Inc.17,825$1.48M0.0%-16.9%0.400%
4/14/2023 Raymond James & Associates28,838$2.40M0.0%-3.9%0.647%
4/11/2023 Mutual Advisors LLC79,180$6.59M0.3%+2.9%1.775%
2/13/2023 Wealthcare Advisory Partners LLC11,000$947K0.0%+92.9%0.259%
2/9/2023 HighTower Advisors LLC219,500$18.89M0.0%+3.1%5.177%
2/8/2023 Raymond James Financial Services Advisors Inc.21,458$1.85M0.0%+7.5%0.506%
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2/8/2023 Raymond James & Associates29,998$2.58M0.0%-7.7%0.708%
2/8/2023UBS Group AG22,025$1.90M0.0%-4.4%0.519%
2/8/2023 Cambridge Investment Research Advisors Inc.5,568$479K0.0%+31.8%0.131%
2/7/2023Commonwealth Equity Services LLC14,325$1.23M0.0%-17.9%0.338%
2/7/2023LPL Financial LLC128,584$11.07M0.0%+14.2%3.033%
2/7/2023Envestnet Asset Management Inc.4,346$374K0.0%+2.9%0.103%
2/2/2023 Stegent Equity Advisors Inc.30,350$2.61M3.1%+67.4%0.716%
2/1/2023 Great Valley Advisor Group Inc.2,415$208K0.0%N/A0.057%
1/20/2023 DAVENPORT & Co LLC4,481$386K0.0%N/A0.107%
1/20/2023V Wealth Advisors LLC7,641$658K0.1%-23.3%0.182%
(Data available from 1/1/2016 forward)

KBWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWP shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Invesco KBW Property & Casualty Insurance ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($113.68M), Menora Mivtachim Holdings LTD. ($76.74M), HighTower Advisors LLC ($21.45M), Fortis Group Advisors LLC ($8.28M), Mutual Advisors LLC ($8.26M), LPL Financial LLC ($7.15M), and SMI Advisory Services LLC ($3.83M).Learn more on KBWP's institutional investors.

Which institutional investors have been buying Invesco KBW Property & Casualty Insurance ETF stock?

Of the 44 institutional investors that purchased Invesco KBW Property & Casualty Insurance ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($1.06M), HighTower Advisors LLC ($213.42K), Fortis Group Advisors LLC ($76.81K), LPL Financial LLC ($63.31K), SMI Advisory Services LLC ($43.43K), Mutual Advisors LLC ($36.58K), and Cambridge Investment Research Advisors Inc. ($32.96K).

How much institutional buying is happening at Invesco KBW Property & Casualty Insurance ETF?

Institutional investors have bought a total of 1,745,321 shares in the last 24 months. This purchase volume represents approximately $237.63M in transactions.

Which Invesco KBW Property & Casualty Insurance ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold Invesco KBW Property & Casualty Insurance ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Menora Mivtachim Holdings LTD. ($575K), LPL Financial LLC ($80.57K), Cambridge Investment Research Advisors Inc. ($32.46K), Raymond James & Associates ($28.10K), Stegent Equity Advisors Inc. ($27.85K), Raymond James Financial Services Advisors Inc. ($25.79K), and V Wealth Advisors LLC ($8.32K).

How much institutional selling is happening at Invesco KBW Property & Casualty Insurance ETF?

Institutional investors have sold a total of 817,143 shares in the last 24 months. This volume of shares sold represents approximately $72.32M in transactions.


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This page (NASDAQ:KBWP) was last updated on 5/9/2024 by MarketBeat.com Staff

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