Invesco KBW Property & CasuaKBWPETF
13F holders, Q2 2026 (June 30)59holders
10new positions
12sold out
2famous investors
$126.77avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, unchanged from Q1 2026. 10 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($21.6M), Kingsview Wealth Management, LLC ($19.8M) and Redstone Wealth Management, LLC ($14.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco KBW Property & Casua
- CUSIP
- 46138E586
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.8M |
| Exits | 12 | $3.1M |
All 13F filers, Q1 2026 → Q2 2026: 106,506 shares bought and 160,914 shares sold, net −54,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| LPL Financial LLC | 0.00% | Reduce -14.2% | 170,250 | $21.6M |
| Kingsview Wealth Management, LLC | 0.24% | Add +18.4% | 156,199 | $19.8M |
| Redstone Wealth Management, LLC | 9.54% | Add +26.7% | 115,351 | $14.6M |
| Mutual Advisors, LLC | 0.22% | Reduce -1.8% | 90,674 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.0% | 43,043 | $5.5M |
| Cetera Investment Advisers | 0.00% | Reduce -41.8% | 36,118 | $4.6M |
| RM Financial Services, LLC | 3.06% | Add +2.2% | 32,525 | $4.1M |
| Morgan Stanley | 0.00% | Add +17.0% | 24,504 | $3.1M |
| Focus Financial Network, Inc. | 0.09% | Reduce -1.5% | 23,684 | $3.0M |
| Flow Traders U.S. LLC | 0.11% | New | 20,690 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.1% | 18,117 | $2.3M |
| Bank of America Corp. | 0.00% | Add +12.4% | 16,012 | $2.0M |
| Bright Futures Wealth Management, LLC. | 1.28% | Reduce -18.4% | 15,605 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -68.1% | 14,000 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.6% | 13,848 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +24.2% | 13,013 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 12,595 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -63.3% | 10,195 | $1.3M |
| Menora Mivtachim Holdings LTD. | 0.00% | Add +150.0% | 10,000 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.0% | 8,938 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -28.1% | 7,971 | $1.0M |
| Vanguard Capital Wealth Advisors | 0.45% | New | 5,200 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.4% | 5,189 | $658K |
| Osaic Holdings, Inc. | 0.00% | Add +108.6% | 5,066 | $643K |
| RDA Financial Network | 0.14% | No change | 5,050 | $640K |
| NewEdge Advisors, LLC | 0.00% | Add +22.8% | 4,924 | $624K |
| Stegent Equity Advisors, Inc. | 0.41% | No change | 4,542 | $576K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.3% | 4,256 | $539K |
| IFG Advisory, LLC | 0.02% | New | 3,821 | $484K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $403K |
| Victory Capital Management Inc. | 0.00% | New | 2,707 | $343K |
| Virtue Capital Management, LLC | 0.04% | Add +43.6% | 2,537 | $322K |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 2,284 | $290K |
| Citigroup Inc. | 0.00% | New | 2,271 | $288K |
| Hudock, Inc. | 0.03% | Reduce -9.2% | 2,121 | $269K |
| XTX Topco Ltd | 0.00% | New | 1,968 | $249K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -4.5% | 1,843 | $234K |
| Elevate Capital Advisors, LLC | 0.12% | Reduce -45.0% | 1,663 | $211K |
| FMR LLC | 0.00% | Reduce -4.0% | 1,426 | $181K |
| UBS Group AG | 0.00% | Reduce -93.5% | 910 | $115K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 783 | $99K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 700 | $89K |
| Rossby Financial, LCC | 0.01% | No change | 607 | $77K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.7% | 577 | $73K |
| EFG International AG | 0.00% | No change | 374 | $47K |
| Regatta Research & Money Management | 0.03% | — | 274 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.8% | 225 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $19K |
| Marshall Investment Management, LLC | 0.00% | Add +1.2% | 86 | $11K |
| Fiduciary Financial Advisors | 0.00% | New | 80 | $10K |
| Blair William & Co. | 0.00% | No change | 70 | $9K |
| Wells Fargo & Company | 0.00% | Add +23.5% | 63 | $8K |
| CVA Family Office, LLC | 0.00% | Add +1.9% | 53 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 48 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 40 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 20 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.2% | 10 | $1K |
| Copeland Capital Management, LLC | 0.00% | New | 9 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 7 | $889 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.