Invesco KBW Property & CasuaKBWPETF
13F holders, Q4 2024 (December 31)75holders +8
17new positions
9sold out
2famous investors
$116.05avg. 13F price*
At the end of Q4 2024, 75 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, up 8 from Q3 2024. 17 opened new positions and 9 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($129.7M), HighTower Advisors, LLC ($22.8M) and LPL Financial LLC ($20.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.6M |
| Exits | 9 | $129.7M |
All 13F filers, Q3 2024 → Q4 2024: 231,009 shares bought and 1,221,815 shares sold, net −990,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.13% | No change | 1,117,500 | $129.7M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 196,351 | $22.8M |
| LPL Financial LLC | 0.01% | Add +31.6% | 179,279 | $20.8M |
| Raymond James Financial Inc. | 0.01% | — | 122,815 | $14.3M |
| Morgan Stanley | 0.00% | Add +21.8% | 108,354 | $12.6M |
| Kingsview Wealth Management, LLC | 0.22% | Add +65.8% | 97,074 | $11.3M |
| Mutual Advisors, LLC | 0.23% | Reduce -0.8% | 69,800 | $8.1M |
| Bank of America Corp. | 0.00% | Add +16.0% | 64,913 | $7.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 55,307 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.2% | 41,152 | $4.8M |
| First National Corp. /Ma/ | 0.98% | Reduce -62.0% | 37,220 | $4.3M |
| Truist Financial Corp. | 0.00% | Add +0.6% | 25,361 | $2.9M |
| UBS Group AG | 0.00% | Add +133.1% | 20,057 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Reduce -2.3% | 19,638 | $2.3M |
| Buska Wealth Management, LLC | 0.68% | New | 18,280 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +20.2% | 18,181 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -37.3% | 16,800 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 16,272 | $1.9M |
| Stegent Equity Advisors, Inc. | 1.90% | Add +12.7% | 16,169 | $1.9M |
| Fulcrum Equity Management | 1.79% | New | 15,553 | $1.8M |
| Nilsine Partners, LLC | 0.19% | Reduce -0.6% | 15,164 | $1.8M |
| PCG Wealth Advisors, LLC | 0.60% | New | 14,085 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | New | 13,293 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 11,719 | $1.4M |
| Fifth Third Securities, Inc. | 0.11% | Add +108.2% | 11,577 | $1.3M |
| Elevate Capital Advisors, LLC | 1.15% | — | 11,233 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -6.4% | 10,193 | $1.2M |
| Marshall Investment Management, LLC | 0.67% | — | 9,869 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 8,660 | $1.0M |
| Citadel Advisors | 0.00% | New | 7,971 | $925K |
| Osaic Holdings, Inc. | 0.00% | Add +17.3% | 7,740 | $898K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -9.7% | 7,350 | $853K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 7,322 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 7,020 | $815K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.6% | 6,900 | $801K |
| IFG Advisory, LLC | 0.04% | New | 5,684 | $660K |
| RDA Financial Network | 0.18% | No change | 5,350 | $621K |
| Jane Street Group, LLC | 0.00% | Add +7.2% | 4,206 | $488K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 4,240 | $486K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.7% | 4,062 | $471K |
| Independent Financial Group, LLC | 0.02% | Add +16.4% | 3,914 | $454K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 3,589 | $417K |
| Western Financial Corp | 0.20% | New | 3,180 | $369K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $369K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Add +1.2% | 3,018 | $350K |
| Adapt Wealth Advisors, LLC | 0.17% | New | 2,967 | $344K |
| Prospera Financial Services Inc | 0.01% | Add +54.7% | 2,934 | $341K |
| Legacy Capital Group California, Inc. | 0.10% | New | 2,875 | $334K |
| Wbi Investments, LLC | 0.08% | Add +7.5% | 2,673 | $310K |
| Old Mission Capital LLC | 0.01% | New | 2,462 | $286K |
| Hudock, Inc. | 0.05% | Add +0.2% | 2,319 | $269K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 2,316 | $269K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 2,307 | $268K |
| Carr Financial Group Corp | 0.08% | New | 2,223 | $258K |
| Two Sigma Securities, LLC | 0.04% | New | 2,108 | $245K |
| Virtue Capital Management, LLC | 0.05% | Reduce -72.9% | 1,971 | $229K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.0% | 1,727 | $200K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 1,334 | $155K |
| New Wave Wealth Advisors LLC | 0.03% | New | 545 | $63K |
| FMR LLC | 0.00% | Reduce -45.9% | 428 | $50K |
| Simplex Trading, LLC | 0.00% | New | 248 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +202.8% | 109 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Add +324.0% | 106 | $12K |
| Lee Danner & Bass Inc. | 0.00% | New | 100 | $12K |
| Blair William & Co. | 0.00% | New | 70 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 51 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 40 | $5K |
| US Bancorp \de | 0.00% | Reduce -53.5% | 40 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 24 | $3K |
| SWAN Capital LLC | 0.00% | New | 10 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 10 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -87.5% | 1 | $81 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.