Invesco KBW Property & CasuaKBWPETF
13F holders, Q1 2024 (March 31)59holders
$107.68avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($113.7M), LPL Financial LLC ($17.6M) and Fortis Group Advisors, LLC ($8.3M).
- Company
- Invesco KBW Property & Casua
- CUSIP
- 46138E586
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.3M |
| Exits | 4 | $1.3M |
Ownership 59 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.20% | Add +160.5% | 1,055,000 | $113.7M |
| LPL Financial LLC | 0.01% | Add +0.2% | 163,335 | $17.6M |
| Fortis Group Advisors, LLC | 1.52% | New | 76,811 | $8.3M |
| Mutual Advisors, LLC | 0.27% | Reduce -0.9% | 76,676 | $8.3M |
| Kingsview Wealth Management, LLC | 0.17% | Add +412.3% | 61,495 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -17.8% | 42,498 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.4% | 42,028 | $4.5M |
| Morgan Stanley | 0.00% | Add +1.1% | 33,967 | $3.7M |
| Raymond James & Associates | 0.00% | Add +49.4% | 30,856 | $3.3M |
| HighTower Advisors, LLC | 0.00% | New | 21,346 | $2.3M |
| Bank of America Corp. | 0.00% | Add +7.5% | 19,297 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | — | 18,537 | $1.9M |
| Stegent Equity Advisors, Inc. | 1.76% | Reduce -23.0% | 16,083 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.2% | 15,145 | $1.6M |
| Fulcrum Equity Management | 1.70% | Add +2.0% | 13,381 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.6% | 12,799 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +9.5% | 12,034 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +33.0% | 11,998 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +344.3% | 11,098 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +93.2% | 10,308 | $1.1M |
| Nilsine Partners, LLC | 0.14% | Reduce -24.8% | 9,444 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 8,846 | $953K |
| Private Advisor Group, LLC | 0.01% | New | 8,712 | $939K |
| Axxcess Wealth Management, LLC | 0.03% | New | 8,537 | $920K |
| Janney Montgomery Scott LLC | 0.00% | Add +26.2% | 5,933 | $639K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 5,895 | $635K |
| RDA Financial Network | 0.20% | No change | 5,350 | $576K |
| Bank of Montreal | 0.00% | Add +0.4% | 5,326 | $574K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.8% | 4,482 | $483K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +15.0% | 3,945 | $425K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.3% | 3,993 | $416K |
| Advisors Preferred, LLC | 0.07% | Add +118.2% | 3,641 | $390K |
| PFG Advisors | 0.03% | New | 3,524 | $380K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.9% | 3,463 | $373K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.5% | 2,931 | $316K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -8.0% | 2,896 | $312K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,671 | $288K |
| Gsa Capital Partners LLP | 0.02% | Add +1.2% | 2,494 | $269K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.4% | 2,415 | $260K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 2,287 | $246K |
| Carr Financial Group Corp | 0.08% | Reduce -29.1% | 2,252 | $243K |
| Brookstone Capital Management | 0.00% | Reduce -19.7% | 2,139 | $230K |
| Wbi Investments, LLC | 0.05% | New | 2,091 | $225K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,219 | $131K |
| UBS Group AG | 0.00% | Reduce -3.3% | 1,029 | $111K |
| Private Trust Co. NA | 0.01% | Reduce -77.5% | 530 | $57K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 221 | $24K |
| Comerica Bank | 0.00% | Add +25.7% | 220 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $16K |
| FMR LLC | 0.00% | Add +25.0% | 145 | $16K |
| Wells Fargo & Company | 0.00% | Reduce -70.1% | 96 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 50 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.7% | 35 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 35 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $3K |
| Hollencrest Capital Management | 0.00% | New | 27 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 25 | $3K |
| Blue Trust, Inc. | 0.00% | New | 1 | $109 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.