Invesco KBW Property & CasuaKBWPETF
13F holders, Q3 2024 (September 30)67holders +7
16new positions
10sold out
1famous investor
$115.59avg. 13F price*
At the end of Q3 2024, 67 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, up 7 from Q2 2024. 16 opened new positions and 10 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($129.1M), Menora Mivtachim Holdings LTD. ($124.2M) and HighTower Advisors, LLC ($22.4M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $173.4M |
| Exits | 10 | $4.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,746,542 shares bought and 134,670 shares sold, net +1,611,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.23% | Add +5.9% | 1,117,500 | $129.1M |
| Menora Mivtachim Holdings LTD. | 0.78% | New | 1,075,250 | $124.2M |
| HighTower Advisors, LLC | 0.03% | New | 193,791 | $22.4M |
| LPL Financial LLC | 0.01% | Reduce -12.4% | 136,227 | $15.7M |
| First National Corp. /Ma/ | 2.52% | New | 98,051 | $11.3M |
| Morgan Stanley | 0.00% | Add +223.5% | 88,971 | $10.3M |
| Mutual Advisors, LLC | 0.24% | Reduce -7.1% | 70,390 | $8.3M |
| Kingsview Wealth Management, LLC | 0.14% | Add +1.2% | 58,537 | $6.8M |
| Bank of America Corp. | 0.00% | Add +25.7% | 55,961 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +25.4% | 55,657 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1744.4% | 54,779 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.0% | 49,710 | $5.7M |
| Two Sigma Investments, LP | 0.01% | New | 26,800 | $3.1M |
| Raymond James & Associates | 0.00% | New | 26,575 | $3.1M |
| Truist Financial Corp. | 0.00% | New | 25,210 | $2.9M |
| Freedom Investment Management, Inc. | 0.22% | New | 23,665 | $2.7M |
| Focus Financial Network, Inc. | 0.09% | Add +5.2% | 20,091 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +4.1% | 16,089 | $1.9M |
| Nilsine Partners, LLC | 0.23% | Add +68.8% | 15,252 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +20.7% | 15,123 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +127.7% | 14,547 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.83% | Reduce -6.4% | 14,342 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.9% | 11,603 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +7.0% | 10,895 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -14.9% | 9,325 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.4% | 8,792 | $1.0M |
| UBS Group AG | 0.00% | Add +286.4% | 8,605 | $994K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +253.8% | 8,137 | $940K |
| Private Advisor Group, LLC | 0.01% | New | 7,346 | $849K |
| Virtue Capital Management, LLC | 0.17% | New | 7,270 | $840K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +97.2% | 6,918 | $799K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.3% | 6,779 | $783K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 6,600 | $763K |
| Advisors Preferred, LLC | 0.11% | Add +247.3% | 6,331 | $734K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -25.8% | 5,560 | $642K |
| RDA Financial Network | 0.19% | No change | 5,350 | $618K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 4,240 | $489K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.3% | 3,984 | $460K |
| Jane Street Group, LLC | 0.00% | Add +11.9% | 3,923 | $453K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -9.2% | 3,584 | $414K |
| Independent Financial Group, LLC | 0.01% | New | 3,363 | $389K |
| D. E. Shaw & Co. | 0.00% | Add +44.4% | 3,178 | $367K |
| MinichMacGregor Wealth Management, LLC | 0.07% | New | 2,981 | $344K |
| Wbi Investments, LLC | 0.07% | Add +11.4% | 2,486 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 2,316 | $268K |
| Hudock, Inc. | 0.05% | Reduce -1.3% | 2,314 | $267K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 2,301 | $266K |
| Aveo Capital Partners, LLC | 0.02% | New | 2,001 | $231K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,963 | $227K |
| Prospera Financial Services Inc | 0.01% | New | 1,897 | $219K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -96.8% | 1,751 | $202K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,326 | $153K |
| FMR LLC | 0.00% | Add +196.3% | 791 | $91K |
| WFA of San Diego, LLC | 0.02% | Add +29.7% | 214 | $25K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $17K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $12K |
| US Bancorp \de | 0.00% | Add +53.6% | 86 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 51 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +2.9% | 36 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $3K |
| Bank of Montreal | 0.00% | Reduce -99.1% | 26 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 25 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -88.9% | 24 | $3K |
| Hollencrest Capital Management | 0.00% | Add +100.0% | 10 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -92.2% | 8 | $885 |
| Washington Growth Strategies LLC | 0.01% | — | 35 | $300 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.