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

Invesco KBW Property & Casualty Insurance ETF logo
$116.45 +1.30 (+1.13%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco KBW Property & Casualty Insurance ETF (NASDAQ:KBWP)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$138.39M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.30M
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KBWP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Virtue Capital Management LLC7,270$840K0.2%N/A0.194%
11/15/2024 MML Investors Services LLC10,895$1.26M0.0%+7.0%0.291%
11/15/2024 Jane Street Group LLC3,923$453K0.0%+11.9%0.105%
11/15/2024 HighTower Advisors LLC193,791$22.39M0.0%N/A5.168%
11/13/2024 Freedom Investment Management Inc.23,665$2.74M0.2%N/A0.631%
11/13/2024 FMR LLC791$91K0.0%+196.3%0.021%
11/12/2024 Kingsview Wealth Management LLC58,537$6.76M0.1%+1.2%1.561%
11/8/2024 Prospera Financial Services Inc1,897$219K0.0%N/A0.051%
11/4/2024 Axxcess 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%
8/22/2024 Cetera Investment Advisers12,529$1.28M0.0%+12.9%0.434%
8/10/2024 Axxcess 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%
7/30/2024 WBI 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%
5/14/2024 Axxcess Wealth Management LLC8,537$920K0.0%N/A0.286%
5/9/2024 Kingsview 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%
5/7/2024 Oppenheimer & Co. Inc.2,671$288K0.0%N/A0.090%
5/7/2024 PFG Advisors3,524$380K0.0%N/A0.118%
5/4/2024 WBI 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%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
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%
4/26/2024 Carr Financial Group Corp2,252$243K0.1%-29.1%0.075%
4/24/2024 Fulcrum 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%
2/8/2024 Kingsview 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%
1/26/2024 Geneos 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%
1/24/2024 Private 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%
1/19/2024 Fulcrum 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%
11/13/2023 LPL Financial LLC84,976$7.15M0.0%-43.4%4.643%
11/8/2023 Atria Wealth Solutions Inc.3,471$292K0.0%-10.0%0.190%
11/7/2023 Kingsview 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%
8/9/2023 Flow Traders U.S. LLC4,246$348K0.0%-51.3%0.171%
8/8/2023 Prospera Financial Services Inc2,889$237K0.0%N/A0.116%
8/7/2023Stegent Equity Advisors Inc.23,471$1.92M2.1%-44.0%0.946%
8/3/2023 Atria Wealth Solutions Inc.3,855$316K0.0%+44.9%0.155%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
8/1/2023 Truist Financial Corp25,181$2.06M0.0%+0.6%1.015%
7/31/2023 LPL Financial LLC150,187$12.30M0.0%-9.3%6.056%
7/31/2023 Mutual Advisors LLC80,489$6.59M0.3%+1.7%3.246%
7/31/2023 Menora 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%
7/20/2023 DAVENPORT & Co LLC13,595$1.11M0.0%+7.0%0.535%
7/17/2023 Wealthcare Advisory Partners LLC12,726$1.04M0.0%+1.7%0.499%
(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, 58 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 ($22.39M), First National Corp MA ADV ($11.33M), Mutual Advisors LLC ($8.29M), LPL Financial LLC ($7.15M), and Kingsview Wealth Management LLC ($6.76M).Learn more on KBWP's institutional investors.

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

Of the 52 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), HighTower Advisors LLC ($238.90K), First National Corp MA ADV ($98.05K), Fortis Group Advisors LLC ($76.81K), Kingsview Wealth Management LLC ($55.13K), LPL Financial LLC ($52.91K), 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 1,913,870 shares in the last 24 months. This purchase volume represents approximately $241.17M 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 860,220 shares in the last 24 months. This volume of shares sold represents approximately $75.16M in transactions.



This page (NASDAQ:KBWP) was last updated on 12/21/2024 by MarketBeat.com Staff
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