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

Invesco KBW Property & Casualty Insurance ETF logo
$122.83 +1.60 (+1.32%)
As of 03:59 PM Eastern
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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)
51
Total
Institutional Inflows
(last 12 months)
$105.06M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$65.14M
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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
6/27/2025Goldman 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%
5/15/2025Royal Bank of Canada6,694$834K0.0%-87.9%0.182%
5/13/2025Raymond James Financial Inc.35,778$4.46M0.0%-70.9%0.972%
5/13/2025HighTower Advisors LLC1,678$209K0.0%-99.1%0.046%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors20,454$2.56M0.2%+178.3%0.556%
5/12/2025Simplex Trading LLC1,000$124K0.0%+303.2%0.027%
5/9/2025Atria Wealth Solutions Inc.2,033$253K0.0%+17.7%0.055%
5/8/2025IFG Advisory LLC8,140$1.01M0.1%+43.2%0.221%
5/8/2025Marshall Investment Management LLC9,385$1.17M0.7%-4.9%0.247%
5/7/2025LPL Financial LLC175,959$21.92M0.0%-1.9%4.631%
5/6/2025Cetera Investment Advisers20,389$2.54M0.0%+12.1%0.537%
5/6/2025Avantax Advisory Services Inc.8,274$1.03M0.0%N/A0.218%
5/5/2025PCG Wealth Advisors LLC13,997$1.74M0.6%-0.6%0.368%
5/2/2025Kingsview Wealth Management LLC96,703$12.05M0.2%-0.4%2.649%
5/1/2025Fifth Third Securities Inc.5,795$722K0.1%-49.9%0.159%
5/1/2025Stegent Equity Advisors Inc.24,870$3.10M3.1%+53.8%0.681%
4/29/2025Envestnet Asset Management Inc.9,783$1.22M0.0%+13.0%0.268%
4/28/2025Mutual Advisors LLC71,620$8.41M0.2%+2.6%1.962%
4/28/2025Rossby Financial LCC607$71K0.0%N/A0.017%
4/28/2025DAVENPORT & Co LLC10,901$1.36M0.0%-33.0%0.301%
4/28/2025Elevate Capital Advisors LLC14,352$1.79M1.7%+27.8%0.396%
4/22/2025Cambridge Investment Research Advisors Inc.5,162$643K0.0%-29.5%0.144%
4/22/2025Carr Financial Group Corp2,619$326K0.1%+17.8%0.073%
4/15/2025Focus Financial Network Inc.20,232$2.52M0.1%+3.0%0.576%
4/14/2025RDA Financial Network5,050$629K0.2%-5.6%0.144%
4/11/2025First National Corp MA ADV28,155$3.51M0.8%-24.4%0.864%
4/9/2025Buska Wealth Management LLC15,024$1.87M0.6%-17.8%0.461%
3/24/2025Fulcrum Equity Management15,553$1.81M1.8%N/A0.416%
3/4/2025Buska Wealth Management LLC18,280$2.12M0.7%+1.7%0.489%
2/26/2025Virtue Capital Management LLC1,971$229K0.0%-72.9%0.053%
2/17/2025WBI Investments LLC2,673$310K0.1%+7.5%0.071%
2/17/2025Two Sigma Investments LP16,800$1.95M0.0%-37.3%0.449%
2/17/2025Cetera Investment Advisers18,181$2.11M0.0%+20.2%0.486%
2/17/2025Citadel Advisors LLC7,971$925K0.0%N/A0.213%
2/17/2025Bank of America Corp DE64,913$7.53M0.0%+16.0%1.736%
2/17/2025Ameriprise Financial Inc.41,152$4.77M0.0%-17.2%1.100%
2/17/2025Adapt Wealth Advisors LLC2,967$344K0.2%N/A0.079%
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2/14/2025Jane Street Group LLC4,206$488K0.0%+7.2%0.112%
2/14/2025Two Sigma Securities LLC2,108$245K0.0%N/A0.056%
2/14/2025MML Investors Services LLC10,193$1.18M0.0%-6.4%0.273%
2/13/2025Raymond James Financial Inc.122,815$14.25M0.0%N/A3.284%
2/13/2025Envestnet Asset Management Inc.8,660$1.01M0.0%-1.5%0.232%
2/12/2025OLD Mission Capital LLC2,462$286K0.0%N/A0.066%
2/11/2025LPL Financial LLC179,279$20.81M0.0%+31.6%4.794%
2/10/2025Commonwealth Equity Services LLC7,020$815K0.0%+3.6%0.188%
2/7/2025HighTower Advisors LLC196,351$22.79M0.0%+1.3%5.250%
2/6/2025Raymond James Financial Inc.122,815$14.25M0.0%N/A3.275%
2/5/2025Stegent Equity Advisors Inc.16,169$1.88M1.9%+12.7%0.431%
2/4/2025Marshall Investment Management LLC9,869$1.14M0.7%N/A0.263%
2/3/2025Legacy Capital Group California Inc.2,875$334K0.1%N/A0.077%
2/3/2025Private Advisor Group LLC4,062$471K0.0%-44.7%0.108%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,350$853K0.0%-9.7%0.196%
1/31/2025Atria Wealth Solutions Inc.1,727$200K0.0%-12.0%0.046%
1/31/2025Truist Financial Corp25,361$2.94M0.0%+0.6%0.676%
1/29/2025Focus Financial Network Inc.19,638$2.28M0.1%-2.3%0.521%
1/29/2025First National Corp MA ADV37,220$4.32M1.0%-62.0%0.987%
1/29/2025Elevate Capital Advisors LLC11,233$1.30M1.1%N/A0.298%
1/28/2025Kingsview Wealth Management LLC97,074$11.27M0.2%+65.8%2.575%
1/24/2025DAVENPORT & Co LLC16,272$1.89M0.0%+1.1%0.432%
1/24/2025Western Financial Corp CA3,180$369K0.2%N/A0.084%
1/23/2025New Wave Wealth Advisors LLC545$63K0.0%N/A0.014%
1/23/2025Fifth Third Securities Inc.11,577$1.34M0.1%+108.2%0.307%
1/22/2025Nilsine Partners LLC15,164$1.76M0.2%-0.6%0.402%
1/21/2025PCG Wealth Advisors LLC14,085$1.64M0.6%N/A0.360%
1/21/2025Carr Financial Group Corp2,223$258K0.1%N/A0.057%
1/17/2025Mutual Advisors LLC69,800$8.09M0.2%-0.8%1.785%
1/17/2025Janney Montgomery Scott LLC13,293$1.54M0.0%N/A0.340%
11/18/2024Virtue Capital Management LLC7,270$840K0.2%N/A0.194%
11/15/2024MML Investors Services LLC10,895$1.26M0.0%+7.0%0.291%
11/15/2024Jane Street Group LLC3,923$453K0.0%+11.9%0.105%
11/15/2024HighTower Advisors LLC193,791$22.39M0.0%N/A5.168%
11/13/2024Freedom Investment Management Inc.23,665$2.74M0.2%N/A0.631%
11/13/2024FMR LLC791$91K0.0%+196.3%0.021%
11/12/2024Kingsview Wealth Management LLC58,537$6.76M0.1%+1.2%1.561%
11/8/2024Prospera Financial Services Inc1,897$219K0.0%N/A0.051%
11/4/2024Axxcess Wealth Management LLC9,325$1.08M0.0%-14.9%0.249%
10/30/2024MinichMacGregor Wealth Management LLC2,981$344K0.1%N/A0.081%
10/28/2024Focus Financial Network Inc.20,091$2.32M0.1%+5.2%0.546%
10/25/2024Mutual Advisors LLC70,390$8.29M0.2%-7.1%1.913%
10/24/2024J.W. Cole Advisors Inc.3,584$414K0.0%-9.2%0.095%
10/23/2024Hennion & Walsh Asset Management Inc.4,240$489K0.0%N/A0.113%
10/22/2024Private Advisor Group LLC7,346$849K0.0%N/A0.195%
10/21/2024Fortis Group Advisors LLC1,751$202K0.0%-96.8%0.047%
10/19/2024Stegent Equity Advisors Inc.14,342$1.66M1.8%-6.4%0.351%
10/18/2024Raymond James & Associates26,575$3.07M0.0%N/A0.650%
10/8/2024First National Corp MA ADV98,051$11.33M2.5%N/A2.091%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,137$940K0.1%+253.8%0.173%
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8/22/2024Cetera Investment Advisers12,529$1.28M0.0%+12.9%0.434%
8/10/2024Axxcess Wealth Management LLC10,960$1.12M0.0%+28.4%0.379%
8/3/2024Hudock Inc.2,344$240K0.0%N/A0.081%
8/1/2024Stegent Equity Advisors Inc.15,319$1.57M1.6%-4.8%0.534%
7/31/2024Nilsine Partners LLC9,035$926K0.1%-4.3%0.315%
7/31/2024Commonwealth Equity Services LLC7,730$792K0.0%-12.6%0.269%
7/31/2024Fortis Group Advisors LLC54,528$5.59M1.1%-29.0%1.900%
7/30/2024WBI Investments LLC2,231$229K0.1%+6.7%0.078%
7/22/2024Legacy Capital Group California Inc.2,452$251K0.1%-15.3%0.086%
7/22/2024Focus Financial Network Inc.19,103$2.07M0.1%+3.1%0.670%
(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, 75 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), LPL Financial LLC ($21.92M), Kingsview Wealth Management LLC ($12.05M), Mutual Advisors LLC ($8.41M), Bank of America Corp DE ($7.53M), and Ameriprise Financial Inc. ($4.77M).Learn more on Invesco KBW Property & Casualty Insurance ETF's institutional investors.

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

Of the 67 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: Harel Insurance Investments & Financial Services Ltd. ($650K), Raymond James Financial Inc. ($245.63K), HighTower Advisors LLC ($196.35K), First National Corp MA ADV ($98.05K), Kingsview Wealth Management LLC ($93.66K), Fortis Group Advisors LLC ($76.81K), and SMI Advisory Services LLC ($43.43K).

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

Institutional investors have bought a total of 903,133 shares in the last 24 months. This purchase volume represents approximately $105.06M in transactions.

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

Of the 31 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: HighTower Advisors LLC ($194.67K), Raymond James Financial Inc. ($87.04K), Fortis Group Advisors LLC ($75.06K), First National Corp MA ADV ($69.90K), Royal Bank of Canada ($48.61K), Two Sigma Investments LP ($10K), and Ameriprise Financial Inc. ($8.56K).

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

Institutional investors have sold a total of 537,964 shares in the last 24 months. This volume of shares sold represents approximately $65.14M in transactions.


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This page (NASDAQ:KBWP) was last updated on 6/30/2025 by MarketBeat.com Staff
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