Invesco KBW Property & CasuaKBWPETF
13F holders, Q2 2024 (June 30)60holders +1
10new positions
10sold out
2famous investors
$102.71avg. 13F price*
At the end of Q2 2024, 60 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, up 1 from Q1 2024. 10 opened new positions and 10 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($108.1M), LPL Financial LLC ($15.9M) and Mutual Advisors, LLC ($8.1M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.1M |
| Exits | 10 | $8.7M |
All 13F filers, Q1 2024 → Q2 2024: 88,875 shares bought and 145,496 shares sold, net −56,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.04% | No change | 1,055,000 | $108.1M |
| LPL Financial LLC | 0.01% | Reduce -4.8% | 155,432 | $15.9M |
| Mutual Advisors, LLC | 0.25% | Reduce -1.2% | 75,737 | $8.1M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -6.0% | 57,828 | $5.9M |
| Fortis Group Advisors, LLC | 1.11% | Reduce -29.0% | 54,528 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +12.7% | 47,365 | $4.9M |
| Bank of America Corp. | 0.00% | Add +130.8% | 44,527 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 44,383 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -19.0% | 27,500 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +61.5% | 20,675 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +3.0% | 19,103 | $2.1M |
| Citadel Advisors | 0.00% | New | 18,842 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +2.0% | 15,454 | $1.6M |
| Stegent Equity Advisors, Inc. | 1.63% | Reduce -4.8% | 15,319 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +12.9% | 12,529 | $1.3M |
| Fulcrum Equity Management | 1.09% | Reduce -11.2% | 11,886 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +28.4% | 10,960 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -15.4% | 10,179 | $1.0M |
| Nilsine Partners, LLC | 0.12% | Reduce -4.3% | 9,035 | $926K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.6% | 7,730 | $792K |
| Fifth Third Securities, Inc. | 0.07% | New | 7,488 | $767K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.2% | 6,786 | $695K |
| Susquehanna International Group, LLP | 0.00% | Add +42.5% | 6,388 | $654K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 6,005 | $615K |
| RDA Financial Network | 0.18% | No change | 5,350 | $548K |
| Flow Traders U.S. LLC | 0.03% | New | 5,015 | $514K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.1% | 4,037 | $414K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 3,948 | $404K |
| Jane Street Group, LLC | 0.00% | New | 3,505 | $359K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 3,509 | $359K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 2,970 | $304K |
| Bank of Montreal | 0.00% | Reduce -47.8% | 2,783 | $290K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -15.3% | 2,452 | $251K |
| Hudock, Inc. | 0.04% | New | 2,344 | $240K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.7% | 2,325 | $238K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -80.8% | 2,300 | $236K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 2,294 | $235K |
| Wbi Investments, LLC | 0.06% | Add +6.7% | 2,231 | $229K |
| UBS Group AG | 0.00% | Add +116.4% | 2,227 | $228K |
| D. E. Shaw & Co. | 0.00% | New | 2,201 | $225K |
| Advisors Preferred, LLC | 0.03% | Reduce -49.9% | 1,823 | $187K |
| AdvisorNet Financial, Inc | 0.01% | Add +8.5% | 1,323 | $135K |
| Comerica Bank | 0.00% | Add +175.4% | 606 | $62K |
| FMR LLC | 0.00% | Add +84.1% | 267 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -1.8% | 217 | $22K |
| WFA of San Diego, LLC | 0.02% | — | 165 | $17K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 104 | $11K |
| Wells Fargo & Company | 0.00% | Add +7.3% | 103 | $11K |
| Simplex Trading, LLC | 0.00% | New | 100 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $6K |
| US Bancorp \de | 0.00% | New | 56 | $6K |
| CVA Family Office, LLC | 0.00% | Add +2.0% | 51 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 50 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 35 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 35 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 25 | $3K |
| Hollencrest Capital Management | 0.00% | Reduce -81.5% | 5 | $512 |
| Blue Trust, Inc. | 0.00% | No change | 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.