Invesco KBW Property & CasuaKBWPETF
13F holders, Q3 2025 (September 30)67holders −1
13new positions
12sold out
2famous investors
$120.85avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, down 1 from Q2 2025. 13 opened new positions and 12 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($138.2M), LPL Financial LLC ($32.2M) and Kingsview Wealth Management, LLC ($16.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.7M |
| Exits | 12 | $27.0M |
All 13F filers, Q2 2025 → Q3 2025: 274,591 shares bought and 413,820 shares sold, net −139,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.24% | No change | 1,117,500 | $138.2M |
| LPL Financial LLC | 0.01% | Reduce -7.9% | 260,087 | $32.2M |
| Kingsview Wealth Management, LLC | 0.25% | Add +69.4% | 133,586 | $16.5M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 128,590 | $15.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.8% | 82,397 | $10.2M |
| Mutual Advisors, LLC | 0.22% | Add +8.1% | 85,161 | $10.1M |
| Two Sigma Investments, LP | 0.01% | Add +54.2% | 40,700 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +92.3% | 39,048 | $4.8M |
| Virtue Capital Management, LLC | 0.71% | Add +3174.0% | 87,318 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 30,100 | $3.7M |
| Elevate Capital Advisors, LLC | 2.45% | Add +17.8% | 28,403 | $3.5M |
| Buska Wealth Management, LLC | 1.01% | Reduce -23.0% | 27,250 | $3.4M |
| Citadel Advisors | 0.00% | New | 26,263 | $3.2M |
| HRT Financial LP | 0.01% | New | 24,372 | $3.0M |
| UBS Group AG | 0.00% | Add +6.8% | 22,991 | $2.8M |
| First National Corp. /Ma/ | 0.54% | Reduce -45.7% | 22,981 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Add +3.5% | 22,358 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -56.2% | 20,941 | $2.6M |
| Stegent Equity Advisors, Inc. | 1.70% | Reduce -33.6% | 16,862 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.4% | 15,993 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.0% | 15,738 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.0% | 14,340 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -79.5% | 10,987 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 10,923 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.4% | 10,972 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -33.6% | 10,493 | $1.3M |
| Nilsine Partners, LLC | 0.11% | Add +1.0% | 10,107 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | New | 10,080 | $1.2M |
| IFG Advisory, LLC | 0.05% | Reduce -6.4% | 9,071 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.26% | New | 8,397 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 8,097 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.6% | 6,259 | $774K |
| Susquehanna International Group, LLP | 0.00% | New | 5,667 | $701K |
| RDA Financial Network | 0.15% | No change | 5,050 | $625K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 5,000 | $618K |
| Belpointe Asset Management LLC | 0.02% | Add +0.6% | 4,175 | $516K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 4,061 | $502K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $393K |
| Wbi Investments, LLC | 0.09% | Add +24.2% | 2,888 | $357K |
| Carr Financial Group Corp | 0.08% | Reduce -46.0% | 2,458 | $304K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -30.4% | 2,395 | $296K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 2,343 | $290K |
| Hudock, Inc. | 0.04% | Add +0.1% | 2,327 | $288K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.1% | 2,107 | $261K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.4% | 2,093 | $259K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,012 | $249K |
| Williams & Novak, LLC | 0.19% | Reduce -70.7% | 1,997 | $247K |
| Jane Street Group, LLC | 0.00% | Reduce -72.1% | 1,925 | $238K |
| PCG Wealth Advisors, LLC | 0.06% | New | 1,620 | $200K |
| NewEdge Advisors, LLC | 0.00% | New | 1,515 | $187K |
| FMR LLC | 0.00% | Reduce -11.1% | 1,279 | $158K |
| GGM Financial LLC | 0.05% | New | 734 | $91K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 618 | $76K |
| Rossby Financial, LCC | 0.02% | No change | 607 | $75K |
| Wealthspire Advisors, LLC | 0.00% | New | 569 | $70K |
| WFA of San Diego, LLC | 0.02% | Reduce -1.9% | 254 | $31K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $19K |
| AE Wealth Management LLC | 0.00% | New | 134 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 112 | $14K |
| Blair William & Co. | 0.00% | No change | 70 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 62 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 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 |
| Blue Trust, Inc. | 0.00% | New | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 4 | $495 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.