Invesco KBW Property & CasuaKBWPETF
13F holders, Q2 2025 (June 30)68holders +7
16new positions
10sold out
1famous investor
$122.69avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, up 7 from Q1 2025. 16 opened new positions and 10 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($137.3M), LPL Financial LLC ($34.7M) and HighTower Advisors, LLC ($23.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.0M |
| Exits | 10 | $6.7M |
All 13F filers, Q1 2025 → Q2 2025: 724,052 shares bought and 89,101 shares sold, net +634,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.57% | No change | 1,117,500 | $137.3M |
| LPL Financial LLC | 0.01% | Add +60.5% | 282,349 | $34.7M |
| HighTower Advisors, LLC | 0.03% | Add +11466.7% | 194,089 | $23.8M |
| Morgan Stanley | 0.00% | Add +358.1% | 149,012 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Add +180.0% | 100,177 | $12.3M |
| Kingsview Wealth Management, LLC | 0.16% | Reduce -18.4% | 78,873 | $9.7M |
| Mutual Advisors, LLC | 0.23% | Add +10.0% | 78,757 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +698.6% | 53,461 | $6.6M |
| Bank of America Corp. | 0.00% | Add +38.3% | 47,793 | $5.9M |
| First National Corp. /Ma/ | 1.05% | Add +50.2% | 42,295 | $5.2M |
| Buska Wealth Management, LLC | 1.19% | Add +135.6% | 35,390 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.7% | 28,214 | $3.5M |
| Two Sigma Investments, LP | 0.01% | New | 26,400 | $3.2M |
| Stegent Equity Advisors, Inc. | 2.76% | Add +2.2% | 25,408 | $3.1M |
| Elevate Capital Advisors, LLC | 2.36% | Add +68.0% | 24,108 | $3.0M |
| Focus Financial Network, Inc. | 0.10% | Add +6.8% | 21,602 | $2.7M |
| UBS Group AG | 0.00% | Add +42.1% | 21,530 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 20,307 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.6% | 19,372 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.5% | 18,738 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +114.5% | 17,744 | $2.2M |
| Private Advisor Group, LLC | 0.01% | New | 15,805 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +32.9% | 14,485 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +20.0% | 11,718 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +5.1% | 10,703 | $1.3M |
| Nilsine Partners, LLC | 0.12% | New | 10,010 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +19.1% | 9,692 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.9% | 8,136 | $999K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.7% | 8,088 | $993K |
| Jane Street Group, LLC | 0.00% | New | 6,905 | $848K |
| Williams & Novak, LLC | 0.71% | New | 6,823 | $838K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -3.2% | 5,608 | $689K |
| RDA Financial Network | 0.17% | No change | 5,050 | $620K |
| Carr Financial Group Corp | 0.16% | Add +73.7% | 4,548 | $559K |
| Independent Financial Group, LLC | 0.02% | New | 4,455 | $547K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.8% | 4,150 | $510K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.2% | 4,061 | $499K |
| Old Mission Capital LLC | 0.01% | New | 3,661 | $450K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 3,440 | $423K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $390K |
| Prospera Financial Services Inc | 0.01% | New | 2,945 | $362K |
| MinichMacGregor Wealth Management, LLC | 0.07% | New | 2,692 | $331K |
| Virtue Capital Management, LLC | 0.06% | Reduce -26.1% | 2,667 | $328K |
| Western Financial Corp | 0.16% | New | 2,362 | $290K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 2,336 | $287K |
| Hudock, Inc. | 0.05% | Add +0.1% | 2,325 | $286K |
| Wbi Investments, LLC | 0.07% | Add +0.9% | 2,325 | $286K |
| Wellington Shields & Co., LLC | 0.08% | New | 2,199 | $270K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.0% | 2,083 | $256K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,025 | $249K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2710.5% | 1,602 | $197K |
| FMR LLC | 0.00% | Add +178.7% | 1,438 | $177K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -54.1% | 616 | $76K |
| Rossby Financial, LCC | 0.03% | No change | 607 | $75K |
| WFA of San Diego, LLC | 0.02% | — | 259 | $32K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $18K |
| Simplex Trading, LLC | 0.00% | Reduce -86.2% | 138 | $16K |
| Global Retirement Partners, LLC | 0.00% | — | 109 | $13K |
| Belvedere Trading LLC | 0.00% | New | 100 | $12K |
| Blair William & Co. | 0.00% | No change | 70 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $8K |
| CVA Family Office, LLC | 0.00% | Add +2.0% | 52 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 40 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 29 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 4 | $491 |
| Allworth Financial LP | 0.00% | Reduce -33.3% | 2 | $246 |
| New Millennium Group LLC | 0.00% | New | 1 | $99 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.