Invesco KBW Property & CasuaKBWPETF
13F holders, Q4 2025 (December 31)57holders −10
2new positions
14sold out
2famous investors
$127.29avg. 13F price*
At the end of Q4 2025, 57 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, down 10 from Q3 2025. 2 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($28.8M), Kingsview Wealth Management, LLC ($15.6M) and Redstone Wealth Management, LLC ($11.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $62K |
| Exits | 14 | $12.9M |
All 13F filers, Q3 2025 → Q4 2025: 95,882 shares bought and 1,497,620 shares sold, net −1,401,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| LPL Financial LLC | 0.01% | Reduce -13.0% | 226,337 | $28.8M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -8.1% | 122,816 | $15.6M |
| Redstone Wealth Management, LLC | 9.10% | — | 90,468 | $11.5M |
| Mutual Advisors, LLC | 0.24% | Add +4.7% | 89,150 | $11.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | Reduce -94.4% | 62,500 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +37.6% | 53,717 | $6.8M |
| Two Sigma Investments, LP | 0.01% | Add +12.8% | 45,900 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +179.0% | 44,620 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -63.4% | 30,187 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +155.7% | 28,092 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 27,497 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -80.5% | 25,105 | $3.2M |
| RM Financial Services, LLC | 2.65% | — | 23,495 | $3.0M |
| Focus Financial Network, Inc. | 0.10% | Add +4.2% | 23,300 | $3.0M |
| UBS Group AG | 0.00% | Reduce -14.3% | 19,713 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 17,897 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 16,995 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +60.2% | 16,152 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -46.2% | 14,135 | $1.8M |
| Buska Wealth Management, LLC | 0.66% | Reduce -48.2% | 14,112 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 12,896 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 10,507 | $1.3M |
| Menora Mivtachim Holdings LTD. | 0.00% | Add +60.0% | 8,000 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +10.0% | 6,232 | $793K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 6,120 | $779K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.0% | 5,815 | $741K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +188.8% | 5,810 | $740K |
| RDA Financial Network | 0.15% | No change | 5,050 | $643K |
| Stegent Equity Advisors, Inc. | 0.50% | Reduce -70.1% | 5,046 | $642K |
| Wbi Investments, LLC | 0.16% | Add +62.5% | 4,692 | $597K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.4% | 4,361 | $555K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.4% | 4,158 | $529K |
| NewEdge Advisors, LLC | 0.00% | Add +171.6% | 4,114 | $524K |
| IFG Advisory, LLC | 0.02% | Reduce -60.1% | 3,621 | $461K |
| Elevate Capital Advisors, LLC | 0.30% | Reduce -87.3% | 3,609 | $459K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $405K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -62.7% | 3,023 | $385K |
| Jane Street Group, LLC | 0.00% | Add +43.0% | 2,752 | $350K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.6% | 2,456 | $313K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 2,354 | $300K |
| Hudock, Inc. | 0.04% | Add +0.2% | 2,331 | $297K |
| FMR LLC | 0.00% | Add +30.1% | 1,664 | $212K |
| GGM Financial LLC | 0.08% | Add +80.9% | 1,328 | $169K |
| Sound Income Strategies, LLC | 0.01% | Add +32625.0% | 1,309 | $159K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 620 | $79K |
| Rossby Financial, LCC | 0.02% | No change | 607 | $77K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 470 | $60K |
| WFA of San Diego, LLC | 0.02% | No change | 254 | $32K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $19K |
| AE Wealth Management LLC | 0.00% | No change | 134 | $17K |
| Global Retirement Partners, LLC | 0.00% | No change | 112 | $14K |
| Blair William & Co. | 0.00% | No change | 70 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 52 | $7K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 40 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 20 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 10 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $97 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.