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Invesco KBW Property & Casualty Insurance ETF (KBWP) Institutional Ownership

Invesco KBW Property & Casualty Insurance ETF logo
$113.13
-0.32 (-0.28%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Property & Casualty Insurance ETF (NASDAQ:KBWP)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$115.72M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.07M
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KBWP Institutional Buying and Selling by Quarter

Invesco KBW Property & Casualty Insurance ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Axxcess Wealth Management LLC9,325$1.08M0.0%-14.9%0.249%
10/30/2024 MinichMacGregor Wealth Management LLC2,981$344K0.1%N/A0.081%
10/28/2024 Focus Financial Network Inc.20,091$2.32M0.1%+5.2%0.546%
10/25/2024 Mutual Advisors LLC70,390$8.29M0.2%-7.1%1.913%
10/24/2024 J.W. Cole Advisors Inc.3,584$414K0.0%-9.2%0.095%
10/23/2024 Hennion & Walsh Asset Management Inc.4,240$489K0.0%N/A0.113%
10/22/2024 Private Advisor Group LLC7,346$849K0.0%N/A0.195%
10/21/2024 Fortis Group Advisors LLC1,751$202K0.0%-96.8%0.047%
10/19/2024Stegent Equity Advisors Inc.14,342$1.66M1.8%-6.4%0.351%
10/18/2024Raymond James & Associates26,575$3.07M0.0%N/A0.650%
10/8/2024 First National Corp MA ADV98,051$11.33M2.5%N/A2.091%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,137$940K0.1%+253.8%0.173%
8/22/2024Cetera Investment Advisers12,529$1.28M0.0%+12.9%0.434%
8/10/2024Axxcess Wealth Management LLC10,960$1.12M0.0%+28.4%0.379%
8/3/2024 Hudock Inc.2,344$240K0.0%N/A0.081%
8/1/2024Stegent Equity Advisors Inc.15,319$1.57M1.6%-4.8%0.534%
7/31/2024 Nilsine Partners LLC9,035$926K0.1%-4.3%0.315%
7/31/2024Commonwealth Equity Services LLC7,730$792K0.0%-12.6%0.269%
7/31/2024 Fortis Group Advisors LLC54,528$5.59M1.1%-29.0%1.900%
7/30/2024WBI Investments LLC2,231$229K0.1%+6.7%0.078%
7/22/2024 Legacy Capital Group California Inc.2,452$251K0.1%-15.3%0.086%
7/22/2024 Focus Financial Network Inc.19,103$2.07M0.1%+3.1%0.670%
7/17/2024 AdvisorNet Financial Inc1,323$135K0.0%+8.5%0.046%
7/15/2024 Fifth Third Securities Inc.7,488$767K0.1%N/A0.259%
5/14/2024Axxcess Wealth Management LLC8,537$920K0.0%N/A0.286%
5/9/2024Kingsview Wealth Management LLC61,495$6.63M0.2%+412.3%2.064%
5/8/2024 Advisors Preferred LLC3,641$390K0.1%+118.2%0.122%
5/8/2024 Legacy Capital Group California Inc.2,896$312K0.1%-8.0%0.097%
5/7/2024Oppenheimer & Co. Inc.2,671$288K0.0%N/A0.090%
5/7/2024 PFG Advisors3,524$380K0.0%N/A0.118%
5/4/2024WBI Investments LLC2,091$225K0.0%N/A0.070%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,998$1.29M0.2%+33.0%0.403%
5/2/2024 Mutual Advisors LLC76,676$8.26M0.3%-0.9%2.573%
5/1/2024 Janney Montgomery Scott LLC5,933$639K0.0%+26.2%0.199%
5/1/2024Stegent Equity Advisors Inc.16,083$1.73M1.8%-23.0%0.540%
4/30/2024 Private Advisor Group LLC8,712$939K0.0%N/A0.292%
4/30/2024 J.W. Cole Advisors Inc.3,945$425K0.0%+15.0%0.132%
4/30/2024 Fortis Group Advisors LLC76,811$8.28M1.5%N/A2.578%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,055,000$113.68M2.2%+160.5%35.403%
4/30/2024Commonwealth Equity Services LLC8,846$953K0.0%+2.8%0.297%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
4/26/2024 Carr Financial Group Corp2,252$243K0.1%-29.1%0.075%
4/24/2024Fulcrum Equity Management13,381$1.44M1.7%+2.0%0.445%
4/22/2024 Nilsine Partners LLC9,444$1.02M0.1%-24.8%0.314%
4/15/2024 Brookstone Capital Management2,139$230K0.0%-19.7%0.071%
2/12/2024Focus Financial Network Inc. ADV18,761$1.70M0.1%N/A0.893%
2/8/2024Kingsview Wealth Management LLC12,003$1.09M0.0%+37.9%0.572%
2/8/2024 Legacy Capital Group California Inc.3,147$285K0.1%N/A0.150%
2/8/2024 Janney Montgomery Scott LLC4,702$426K0.0%N/A0.224%
2/5/2024Stegent Equity Advisors Inc.20,897$1.89M2.2%-7.7%0.995%
1/26/2024 Carr Financial Group Corp3,178$288K0.1%-20.7%0.149%
1/26/2024Geneos Wealth Management Inc.798$72K0.0%N/A0.037%
1/24/2024 Advisors Preferred LLC1,669$153K0.0%N/A0.078%
1/24/2024 Nilsine Partners LLC12,551$1.14M0.2%-20.3%0.586%
1/24/2024Private Trust Co. NA2,351$213K0.0%N/A0.110%
1/23/2024 DAVENPORT & Co LLC15,174$1.37M0.0%+13.1%0.703%
1/22/2024 Hudock Inc.2,306$209K0.0%N/A0.107%
1/19/2024Fulcrum Equity Management13,115$1.19M1.5%N/A0.607%
1/16/2024Raymond James Financial Services Advisors Inc.3,103$281K0.0%+4.9%0.144%
1/16/2024Raymond James & Associates20,658$1.87M0.0%+338.4%0.956%
1/12/2024 Mutual Advisors LLC77,372$7.00M0.2%-0.7%3.582%
1/11/2024 Brookstone Capital Management2,664$241K0.0%N/A0.123%
11/14/2023 SMI Advisory Services LLC43,434$3.83M1.4%N/A2.373%
11/14/2023 Mutual Advisors LLC77,886$6.55M0.3%-3.2%4.256%
11/13/2023LPL Financial LLC84,976$7.15M0.0%-43.4%4.643%
11/8/2023Atria Wealth Solutions Inc.3,471$292K0.0%-10.0%0.190%
11/7/2023Kingsview Wealth Management LLC8,702$732K0.0%+23.0%0.476%
11/7/2023 Carr Financial Group Corp4,007$356K0.1%-7.8%0.219%
11/1/2023 Nilsine Partners LLC15,746$1.32M0.2%+1.0%0.865%
10/25/2023Stegent Equity Advisors Inc.22,650$1.91M2.4%-3.5%1.280%
10/24/2023 J.W. Cole Advisors Inc.3,427$288K0.0%-7.6%0.194%
10/24/2023Raymond James Financial Services Advisors Inc.2,959$249K0.0%-84.5%0.167%
10/24/2023Raymond James & Associates4,712$396K0.0%-83.8%0.266%
10/24/2023 Cambridge Investment Research Advisors Inc.2,418$203K0.0%-55.7%0.137%
10/23/2023Commonwealth Equity Services LLC8,807$741K0.0%-3.0%0.498%
10/17/2023 DAVENPORT & Co LLC13,422$1.13M0.0%-1.3%0.763%
10/17/2023 Flagship Harbor Advisors LLC3,311$278K0.0%+16.5%0.188%
8/11/2023V Wealth Advisors LLC4,088$335K0.1%-41.5%0.165%
8/10/2023 Private Advisor Group LLC5,472$448K0.0%-49.2%0.221%
8/9/2023Flow Traders U.S. LLC4,246$348K0.0%-51.3%0.171%
8/8/2023Prospera Financial Services Inc2,889$237K0.0%N/A0.116%
8/7/2023Stegent Equity Advisors Inc.23,471$1.92M2.1%-44.0%0.946%
8/3/2023Atria Wealth Solutions Inc.3,855$316K0.0%+44.9%0.155%
8/1/2023Truist Financial Corp25,181$2.06M0.0%+0.6%1.015%
7/31/2023LPL Financial LLC150,187$12.30M0.0%-9.3%6.056%
7/31/2023 Mutual Advisors LLC80,489$6.59M0.3%+1.7%3.246%
7/31/2023Menora Mivtachim Holdings LTD.937,350$76.74M0.7%-38.0%37.796%
7/25/2023Raymond James Financial Services Advisors Inc.19,055$1.56M0.0%+6.9%0.756%
7/25/2023Raymond James & Associates29,157$2.39M0.0%+1.1%1.157%
7/25/2023 Ameritas Advisory Services LLC3,140$257K0.0%+237.6%0.125%
7/21/2023 Nilsine Partners LLC15,596$1.28M0.2%-2.5%0.614%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
7/20/2023 DAVENPORT & Co LLC13,595$1.11M0.0%+7.0%0.535%
7/17/2023Wealthcare Advisory Partners LLC12,726$1.04M0.0%+1.7%0.499%
7/17/2023 Carr Financial Group Corp4,345$356K0.1%-28.8%0.170%
7/13/2023 Cambridge Investment Research Advisors Inc.5,455$447K0.0%-27.2%0.157%
7/11/2023 Flagship Harbor Advisors LLC2,841$233K0.0%N/A0.082%
6/14/2023Atria Wealth Solutions Inc.2,660$221K0.0%+5.6%0.061%
5/12/2023HighTower Advisors LLC257,962$21.45M0.0%+17.5%5.876%
5/11/2023Envestnet Asset Management Inc.7,725$643K0.0%+77.7%0.176%
5/10/2023 Private Advisor Group LLC10,777$897K0.0%N/A0.245%
5/10/2023LPL Financial LLC165,541$13.78M0.0%+28.7%3.771%
(Data available from 1/1/2016 forward)

KBWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWP shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Invesco KBW Property & Casualty Insurance ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($113.68M), Menora Mivtachim Holdings LTD. ($76.74M), HighTower Advisors LLC ($21.45M), First National Corp MA ADV ($11.33M), Mutual Advisors LLC ($8.29M), LPL Financial LLC ($7.15M), and Kingsview Wealth Management LLC ($6.63M).Learn more on KBWP's institutional investors.

Which institutional investors have been buying Invesco KBW Property & Casualty Insurance ETF stock?

Of the 48 institutional investors that purchased Invesco KBW Property & Casualty Insurance ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($1.06M), First National Corp MA ADV ($98.05K), Fortis Group Advisors LLC ($76.81K), Kingsview Wealth Management LLC ($54.42K), LPL Financial LLC ($52.91K), HighTower Advisors LLC ($45.11K), and SMI Advisory Services LLC ($43.43K).

How much institutional buying is happening at Invesco KBW Property & Casualty Insurance ETF?

Institutional investors have bought a total of 1,685,431 shares in the last 24 months. This purchase volume represents approximately $214.79M in transactions.

Which Invesco KBW Property & Casualty Insurance ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold Invesco KBW Property & Casualty Insurance ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Menora Mivtachim Holdings LTD. ($575K), LPL Financial LLC ($80.57K), Fortis Group Advisors LLC ($75.06K), Raymond James & Associates ($28.10K), Stegent Equity Advisors Inc. ($27.59K), Raymond James Financial Services Advisors Inc. ($19.73K), and Mutual Advisors LLC ($9.16K).

How much institutional selling is happening at Invesco KBW Property & Casualty Insurance ETF?

Institutional investors have sold a total of 864,811 shares in the last 24 months. This volume of shares sold represents approximately $75.84M in transactions.


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This page (NASDAQ:KBWP) was last updated on 11/4/2024 by MarketBeat.com Staff
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