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

Invesco KBW Property & Casualty Insurance ETF logo
$135.57 +0.35 (+0.26%)
As of 08/26/2026 03:55 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco KBW Property & Casualty Insurance ETF (NASDAQ:KBWP)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$47.42M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$170.51M
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KBWP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Vanguard Capital Wealth Advisors5,200$659K0.5%N/A0.257%
7/9/2026 Focus Financial Network Inc.23,684$3.00M0.1%-1.5%1.122%
6/3/2026 NewEdge Advisors LLC4,011$477K0.0%-2.5%0.190%
5/19/2026 Bank of America Corp DE14,250$1.70M0.0%-20.4%0.675%
5/18/2026 Royal Bank of Canada13,771$1.64M0.0%-51.0%0.653%
5/13/2026 Cetera Investment Advisers62,098$7.39M0.0%+15.6%2.943%
4/30/2026 Kestra Advisory Services LLC16,600$1.98M0.0%+2.8%0.779%
4/24/2026 Stegent Equity Advisors Inc.4,542$540K0.5%-10.0%0.213%
4/16/2026 Redstone Wealth Management LLC91,046$10.83M8.6%+0.6%4.196%
2/18/2026 Virtue Capital Management LLC29,290$3.73M0.1%-66.5%1.279%
2/18/2026 NewEdge Advisors LLC4,114$524K0.0%+171.6%0.180%
2/17/2026 Cetera Investment Advisers53,717$6.84M0.0%+37.6%2.346%
2/17/2026 Osaic Holdings Inc.5,815$741K0.0%-47.0%0.254%
2/17/2026 Royal Bank of Canada28,092$3.58M0.0%+155.7%1.227%
2/16/2026 MML Investors Services LLC12,896$1.64M0.0%+18.1%0.563%
2/13/2026 Kestra Advisory Services LLC16,152$2.06M0.0%+60.2%0.705%
2/12/2026 Jane Street Group LLC2,752$350K0.0%+43.0%0.120%
2/12/2026 Orion Porfolio Solutions LLC5,810$740K0.0%+188.8%0.254%
2/12/2026 Commonwealth Equity Services LLC3,023$385K0.0%-62.7%0.132%
2/12/2026 Virtue Capital Management LLC29,290$3.73M0.1%+1,299.4%1.279%
2/12/2026 Great Valley Advisor Group Inc.2,456$313K0.0%+16.6%0.107%
2/11/2026 RM Financial Services LLC23,495$2.99M2.7%N/A1.026%
2/11/2026 LPL Financial LLC226,337$28.81M0.0%-13.0%9.884%
2/11/2026 J.W. Cole Advisors Inc.4,361$555K0.0%+7.4%0.190%
2/10/2026 Goldman Sachs Group Inc.44,620$5.68M0.0%+179.0%1.948%
2/10/2026 IFG Advisory LLC3,621$461K0.0%-60.1%0.158%
2/9/2026 Kingsview Wealth Management LLC122,816$15.63M0.2%-8.1%5.363%
2/9/2026 Redstone Wealth Management LLC90,468$11.52M9.1%N/A3.951%
2/4/2026 GGM Financials LLC1,328$169K0.1%+80.9%0.058%
2/3/2026 Harel Insurance Investments & Financial Services Ltd.62,500$7.96M0.1%-94.4%2.717%
2/2/2026 Mutual Advisors LLC89,150$11.35M0.2%+4.7%3.876%
1/29/2026 UBS Group AG19,713$2.51M0.0%-14.3%0.857%
1/23/2026 Elevate Capital Advisors LLC3,609$459K0.3%-87.3%0.157%
1/22/2026 Buska Wealth Management LLC14,112$1.80M0.7%-48.2%0.614%
1/21/2026 Flagship Harbor Advisors LLC470$60K0.0%N/A0.020%
1/21/2026 Sound Income Strategies LLC1,309$159K0.0%+32,625.0%0.057%
1/14/2026 Stegent Equity Advisors Inc.5,046$642K0.5%-70.1%0.219%
1/12/2026 Focus Financial Network Inc.23,300$2.97M0.1%+4.2%1.013%
11/20/2025 WBI Investments LLC2,888$357K0.1%+24.2%0.084%
11/17/2025 NewEdge Advisors LLC1,515$187K0.0%N/A0.044%
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11/17/2025 Susquehanna International Group LLP5,667$701K0.0%N/A0.165%
11/17/2025 Citadel Advisors LLC26,263$3.25M0.0%N/A0.763%
11/17/2025 Bank of America Corp DE20,941$2.59M0.0%-56.2%0.609%
11/17/2025 Ameriprise Financial Inc.30,100$3.72M0.0%+6.7%0.875%
11/14/2025 Raymond James Financial Inc.82,397$10.19M0.0%-17.7%2.395%
11/14/2025 Two Sigma Investments LP40,700$5.03M0.0%+54.2%1.183%
11/13/2025 PCG Wealth Advisors LLC1,620$200K0.1%N/A0.047%
11/13/2025 Menora Mivtachim Holdings LTD.5,000$618K0.0%N/A0.145%
11/13/2025 UBS Group AG22,991$2.84M0.0%+6.8%0.668%
11/13/2025 Private Advisor Group LLC10,493$1.30M0.0%-33.6%0.305%
11/12/2025 Orion Porfolio Solutions LLC2,012$249K0.0%N/A0.058%
11/12/2025 IFG Advisory LLC9,071$1.12M0.1%-6.4%0.264%
11/12/2025 Kingsview Wealth Management LLC133,586$16.52M0.3%+69.4%3.883%
11/12/2025 Buska Wealth Management LLC27,250$3.37M1.0%-23.0%0.792%
11/10/2025 GGM Financials LLC734$91K0.0%N/A0.021%
11/5/2025 Envestnet Asset Management Inc.15,738$1.95M0.0%-16.0%0.445%
11/4/2025 Mutual Advisors LLC85,161$10.09M0.2%+8.1%2.406%
10/31/2025 Virtue Capital Management LLC2,093$259K0.0%-21.5%0.060%
10/30/2025 Outlook Wealth Advisors LLC8,397$1.04M0.3%N/A0.240%
10/30/2025 Williams & Novak LLC1,997$247K0.2%-70.7%0.057%
10/29/2025 Stegent Equity Advisors Inc.16,862$2.09M1.7%-33.6%0.482%
10/28/2025 Elevate Capital Advisors LLC28,403$3.51M2.4%+17.8%0.812%
10/28/2025First National Corp MA ADV22,981$2.83M0.5%-45.7%0.657%
10/22/2025 Hennion & Walsh Asset Management Inc.2,395$296K0.0%-30.4%0.068%
10/15/2025 DAVENPORT & Co LLC14,340$1.77M0.0%-1.0%0.404%
10/10/2025 Focus Financial Network Inc.22,358$2.77M0.1%+3.5%0.630%
10/8/2025 Carr Financial Group Corp2,458$304K0.1%-46.0%0.069%
10/6/2025 Nilsine Partners LLC10,107$1.25M0.1%+1.0%0.282%
9/4/2025 Osaic Holdings Inc.11,718$1.44M0.0%+20.0%0.299%
8/15/2025 WFA of San Diego LLC259$32K0.0%N/A0.007%
8/15/2025 MML Investors Services LLC10,703$1.32M0.0%+5.1%0.273%
8/15/2025 Bank of America Corp DE47,793$5.87M0.0%+38.3%1.219%
8/15/2025 Ameriprise Financial Inc.28,214$3.47M0.0%-23.7%0.720%
8/14/2025 Jane Street Group LLC6,905$848K0.0%N/A0.176%
8/14/2025 Raymond James Financial Inc.100,177$12.31M0.0%+180.0%2.556%
8/13/2025 Virtue Capital Management LLC2,667$328K0.1%-26.1%0.068%
8/13/2025 Northwestern Mutual Wealth Management Co.1,602$197K0.0%+2,710.5%0.041%
8/12/2025 J.W. Cole Advisors Inc.4,061$499K0.0%+13.2%0.104%
8/8/2025 Kingsview Wealth Management LLC78,873$9.69M0.2%-18.4%2.012%
8/8/2025Avantax Advisory Services Inc.17,744$2.18M0.0%+114.5%0.453%
8/6/2025 Prospera Financial Services Inc2,945$362K0.0%N/A0.075%
8/4/2025 IFG Advisory LLC9,692$1.19M0.1%+19.1%0.247%
8/1/2025 Envestnet Asset Management Inc.18,738$2.30M0.0%+91.5%0.478%
7/31/2025 Stegent Equity Advisors Inc.25,408$3.12M2.8%+2.2%0.648%
7/28/2025 Mutual Advisors LLC78,757$9.30M0.2%+10.0%2.009%
7/24/2025 Williams & Novak LLC6,823$838K0.7%N/A0.173%
7/22/2025 DAVENPORT & Co LLC14,485$1.78M0.0%+32.9%0.368%
7/22/2025 Elevate Capital Advisors LLC24,108$2.96M2.4%+68.0%0.612%
7/17/2025 Fifth Third Securities Inc.5,608$689K0.1%-3.2%0.141%
7/17/2025 Western Financial Corp CA2,362$290K0.2%N/A0.059%
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7/16/2025 MinichMacGregor Wealth Management LLC2,692$331K0.1%N/A0.067%
7/15/2025 Carr Financial Group Corp4,548$559K0.2%+73.7%0.114%
7/14/2025 AdvisorNet Financial Inc616$76K0.0%-54.1%0.015%
7/14/2025 Buska Wealth Management LLC35,390$4.35M1.2%+135.6%0.887%
7/10/2025 Focus Financial Network Inc.21,602$2.65M0.1%+6.8%0.541%
7/8/2025First National Corp MA ADV42,295$5.20M1.0%+50.2%1.044%
6/27/2025 Goldman Sachs Group Inc.25,019$3.12M0.0%+113.5%0.680%
5/22/2025WBI Investments LLC2,305$287K0.1%-13.8%0.063%
5/20/2025Belpointe Asset Management LLC4,228$527K0.0%N/A0.115%
5/16/2025Goldman Sachs Group Inc.25,019$3.12M0.0%+113.5%0.680%


KBWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Invesco KBW Property & Casualty Insurance ETF. The most heavily invested institutionals were LPL Financial LLC ($28.81M), Kingsview Wealth Management LLC ($15.63M), Mutual Advisors LLC ($11.35M), Redstone Wealth Management LLC ($10.83M), Raymond James Financial Inc. ($10.19M), Harel Insurance Investments & Financial Services Ltd. ($7.96M), and Cetera Investment Advisers ($7.39M).Learn more on Invesco KBW Property & Casualty Insurance ETF's institutional investors.

Of the 71 institutional investors that purchased Invesco KBW Property & Casualty Insurance ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($310.03K), HighTower Advisors LLC ($196.35K), First National Corp MA ADV ($112.19K), Kingsview Wealth Management LLC ($93.96K), Redstone Wealth Management LLC ($91.05K), Goldman Sachs Group Inc. ($55.23K), and LPL Financial LLC ($43.05K).

Institutional investors have bought a total of 377,024 shares in the last 24 months. This purchase volume represents approximately $47.42M in transactions.

Of the 23 institutional investors that sold Invesco KBW Property & Casualty Insurance ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($1.06M), Virtue Capital Management LLC ($58.60K), LPL Financial LLC ($33.75K), Bank of America Corp DE ($30.50K), Elevate Capital Advisors LLC ($24.79K), Buska Wealth Management LLC ($21.28K), and Stegent Equity Advisors Inc. ($20.87K).

Institutional investors have sold a total of 1,343,427 shares in the last 24 months. This volume of shares sold represents approximately $170.51M in transactions.



Institutional ownership data for NASDAQ:KBWP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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