Invesco KBW Property & CasuaKBWPETF
13F holders, Q1 2025 (March 31)61holders −14
8new positions
11sold out
2famous investors
$124.33avg. 13F price*
At the end of Q1 2025, 61 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, down 14 from Q4 2024. 8 opened new positions and 11 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($139.2M), LPL Financial LLC ($21.9M) and Kingsview Wealth Management, LLC ($12.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 11 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 67,165 shares bought and 516,358 shares sold, net −449,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.82% | No change | 1,117,500 | $139.2M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 175,959 | $21.9M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -0.4% | 96,703 | $12.0M |
| Mutual Advisors, LLC | 0.24% | Add +2.6% | 71,620 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.1% | 36,989 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -70.9% | 35,778 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -46.8% | 34,568 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -70.0% | 32,526 | $4.1M |
| First National Corp. /Ma/ | 0.77% | Reduce -24.4% | 28,155 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +113.5% | 25,019 | $3.1M |
| Stegent Equity Advisors, Inc. | 3.14% | Add +53.8% | 24,870 | $3.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +178.3% | 20,454 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 20,389 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +3.0% | 20,232 | $2.5M |
| UBS Group AG | 0.00% | Reduce -24.5% | 15,147 | $1.9M |
| Buska Wealth Management, LLC | 0.59% | Reduce -17.8% | 15,024 | $1.9M |
| Elevate Capital Advisors, LLC | 1.65% | Add +27.8% | 14,352 | $1.8M |
| PCG Wealth Advisors, LLC | 0.61% | Reduce -0.6% | 13,997 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -33.0% | 10,901 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 10,182 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 9,783 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +26.1% | 9,763 | $1.2M |
| Marshall Investment Management, LLC | 0.73% | Reduce -4.9% | 9,385 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | New | 8,274 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +43.2% | 8,140 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 7,141 | $890K |
| Royal Bank of Canada | 0.00% | Reduce -87.9% | 6,694 | $834K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -49.9% | 5,795 | $722K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -29.5% | 5,162 | $643K |
| RDA Financial Network | 0.19% | Reduce -5.6% | 5,050 | $629K |
| Belpointe Asset Management LLC | 0.03% | New | 4,228 | $527K |
| Citadel Advisors | 0.00% | Reduce -49.7% | 4,010 | $500K |
| Virtue Capital Management, LLC | 0.05% | Add +83.0% | 3,608 | $449K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 3,589 | $447K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $396K |
| Carr Financial Group Corp | 0.11% | Add +17.8% | 2,619 | $326K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 2,328 | $290K |
| Hudock, Inc. | 0.05% | Add +0.2% | 2,323 | $289K |
| Wbi Investments, LLC | 0.08% | Reduce -13.8% | 2,305 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.8% | 2,104 | $262K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +17.7% | 2,033 | $253K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.4% | 1,837 | $229K |
| HRT Financial LP | 0.00% | New | 1,688 | $210K |
| HighTower Advisors, LLC | 0.00% | Reduce -99.2% | 1,678 | $209K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,341 | $167K |
| Simplex Trading, LLC | 0.00% | Add +303.2% | 1,000 | $124K |
| Rossby Financial, LCC | 0.03% | New | 607 | $71K |
| FMR LLC | 0.00% | Add +20.6% | 516 | $64K |
| Wells Fargo & Company | 0.00% | Add +34500.0% | 346 | $43K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $19K |
| MAI Capital Management | 0.00% | New | 115 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | New | 77 | $10K |
| Blair William & Co. | 0.00% | No change | 70 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 57 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 51 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 40 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $4K |
| SWAN Capital LLC | 0.00% | No change | 10 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 10 | $1K |
| Allworth Financial LP | 0.00% | New | 3 | $357 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.