Invesco KBW Property & CasuaKBWPETF
13F holders, Q1 2026 (March 31)59holders +2
11new positions
8sold out
2famous investors
$118.98avg. 13F price*
At the end of Q1 2026, 59 institutions reported holding Invesco KBW Property & Casua (KBWP) in their 13F filings, up 2 from Q4 2025. 11 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($23.6M), Kingsview Wealth Management, LLC ($15.7M) and Mutual Advisors, LLC ($11.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.9M |
| Exits | 8 | $11.1M |
All 13F filers, Q4 2025 → Q1 2026: 61,606 shares bought and 194,098 shares sold, net −132,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| LPL Financial LLC | 0.01% | Reduce -12.3% | 198,474 | $23.6M |
| Kingsview Wealth Management, LLC | 0.21% | Add +7.4% | 131,958 | $15.7M |
| Mutual Advisors, LLC | 0.24% | Add +3.5% | 92,291 | $11.0M |
| Redstone Wealth Management, LLC | 8.63% | Add +0.6% | 91,046 | $10.8M |
| Cetera Investment Advisers | 0.01% | Add +15.6% | 62,098 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 44,376 | $5.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -4.4% | 43,900 | $5.2M |
| RM Financial Services, LLC | 3.27% | Add +35.4% | 31,819 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 27,742 | $3.3M |
| Focus Financial Network, Inc. | 0.10% | Add +3.2% | 24,036 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -16.6% | 20,938 | $2.5M |
| Bright Futures Wealth Management, LLC. | 1.56% | New | 19,113 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 18,615 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.8% | 16,600 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -20.4% | 14,250 | $1.7M |
| UBS Group AG | 0.00% | Reduce -29.2% | 13,961 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -51.0% | 13,771 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -21.6% | 11,082 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -18.8% | 10,474 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +55.9% | 9,715 | $1.2M |
| Buska Wealth Management, LLC | 0.46% | Reduce -32.4% | 9,540 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 6,203 | $738K |
| RDA Financial Network | 0.15% | No change | 5,050 | $601K |
| Stegent Equity Advisors, Inc. | 0.46% | Reduce -10.0% | 4,542 | $540K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.1% | 4,358 | $519K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 4,011 | $477K |
| Menora Mivtachim Holdings LTD. | 0.00% | Reduce -50.0% | 4,000 | $476K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -32.9% | 3,896 | $464K |
| Jane Street Group, LLC | 0.00% | Add +38.3% | 3,805 | $453K |
| D. E. Shaw & Co. | 0.00% | No change | 3,178 | $378K |
| Ameriprise Financial Inc. | 0.00% | Reduce -88.6% | 3,124 | $372K |
| Elevate Capital Advisors, LLC | 0.23% | Reduce -16.1% | 3,026 | $360K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.2% | 2,442 | $291K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.2% | 2,429 | $290K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 2,373 | $282K |
| Hudock, Inc. | 0.04% | Add +0.3% | 2,337 | $278K |
| Belvedere Trading LLC | 0.03% | New | 1,946 | $232K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -21.4% | 1,930 | $230K |
| Virtue Capital Management, LLC | 0.03% | New | 1,767 | $210K |
| FMR LLC | 0.00% | Reduce -10.8% | 1,485 | $177K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,309 | $155K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 700 | $83K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 625 | $74K |
| Rossby Financial, LCC | 0.01% | No change | 607 | $72K |
| EFG International AG | 0.00% | New | 374 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 325 | $39K |
| WFA of San Diego, LLC | 0.02% | Reduce -19.7% | 204 | $24K |
| Fifth Third Bancorp | 0.00% | New | 167 | $20K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $18K |
| Marshall Investment Management, LLC | 0.00% | New | 85 | $10K |
| Blair William & Co. | 0.00% | No change | 70 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 52 | $6K |
| Wells Fargo & Company | 0.00% | Add +5000.0% | 51 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 40 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 17 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 15 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 10 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 28 | $965 |
"% of holder's portfolio" is KBWP's weight in each manager's 13F, not the share of Invesco KBW Property & Casua the manager owns.