Who Owns Invesco KBW Property & Casualty Insurance ETF (KBWP)?Hedge Fund & Institutional Holders

$121.64+0.99 (+0.82%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8000115161134814e+144T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$104.46$110.41$116.36$122.31$128.26Jul 24May 25Mar 26

KBWP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
REDSTONE WEALTH MANAGEMENT, LLCNew Position+90K+$11.5M
Mutual Advisors, LLCNew Position+89K+$11.3M
Harel Insurance Investments & Financial Services Ltd.New Position+63K+$7.0M
Virtue Capital Management, LLCNew Position+29K+$4.4M
RM Financial Services, LLCNew Position+23K+$3.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+17K+$2.0M
Stegent Equity Advisors, Inc.New Position+5K+$642K
J.W. COLE ADVISORS, INC.New Position+4K+$555K
Belpointe Asset Management LLCNew Position+4K+$529K
Elevate Capital Advisors, LLCNew Position+4K+$459K
Hudock, Inc.New Position+2K+$296K
WFA of San Diego, LLCNew Position+508+$63K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+470+$59K
AE Wealth Management LLCNew Position+134+$17K
CVA Family Office, LLCNew Position+52+$6K

KBWP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-34K-$32.1B
Kingsview Wealth Management, LLCDecreased-11K-$16.5B
MORGAN STANLEYDecreased-103K-$15.9B
RAYMOND JAMES FINANCIAL INCDecreased-52K-$10.2B
AMERIPRISE FINANCIAL INCDecreased-3K-$3.7B
Buska Wealth Management, LLCDecreased-13K-$3.4B
CITADEL ADVISORS LLCDecreased-12K-$3.2B
UBS Group AGDecreased-3K-$2.8B
BANK OF AMERICA CORP /DE/Decreased-3K-$2.6B
DAVENPORT & Co LLCClosed Position-14K-$1.8B
OSAIC HOLDINGS, INC.Decreased-5K-$1.3B
Nilsine Partners, LLCClosed Position-10K-$1.3B
IFG Advisory, LLCDecreased-5K-$1.1B
Carr Financial Group CorpClosed Position-2K-$304.0M
PCG Wealth Advisors, LLCClosed Position-2K-$200.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC226,337$28.0M0.01%Share
2REDSTONE WEALTH MANAGEMENT, LLC90,468$11.5M9.10%Share
3Mutual Advisors, LLC89,150$11.3M0.24%Share
4Kingsview Wealth Management, LLC90,295$11.0M0.16%Share
5Harel Insurance Investments & Financial Services Ltd.62,500$7.0M0.06%Share
6Cetera Investment Advisers53,717$6.0M0.01%Share
7GOLDMAN SACHS GROUP INC44,620$5.0M0.00%Share
8TWO SIGMA INVESTMENTS, LP45,900$5.0M0.01%Share
9Virtue Capital Management, LLC29,290$4.4M0.67%Share
10Kingsview Wealth Management, LLC32,521$4.0M0.06%Share
11RAYMOND JAMES FINANCIAL INC27,929$3.0M0.00%Share
12ROYAL BANK OF CANADA28,092$3.0M0.00%Share
13AMERIPRISE FINANCIAL INC27,497$3.0M0.00%Share
14MORGAN STANLEY25,104$3.0M0.00%Share
15RM Financial Services, LLC23,495$3.0M2.65%Share
16Focus Financial Network, Inc.23,300$3.0M0.10%Share
17UBS Group AG19,713$2.5M0.00%Share
18Kestra Advisory Services, LLC16,152$2.0M0.01%Share
19ENVESTNET ASSET MANAGEMENT INC16,995$2.0M0.00%Share
20Buska Wealth Management, LLC14,112$1.8M0.66%Share
21MENORA MIVTACHIM HOLDINGS LTD.8,000$1.0M0.00%Share
22CITADEL ADVISORS LLC14,135$1.0M0.00%Share
23Private Advisor Group, LLC10,507$1.0M0.00%Share
24MML INVESTORS SERVICES, LLC12,896$1.0M0.00%Share
25BANK OF AMERICA CORP /DE/14,736$1.0M0.00%Share
26RDA Financial Network5,050$642K0.15%Share
27Stegent Equity Advisors, Inc.5,046$642K0.50%Share
28WBI INVESTMENTS, LLC4,692$597K0.16%Share
29J.W. COLE ADVISORS, INC.4,361$555K0.01%Share
30Belpointe Asset Management LLC4,158$529K0.02%Share
31Elevate Capital Advisors, LLC3,609$459K0.30%Share
32Hudock, Inc.2,331$296K0.04%Share
33GGM Financials LLC1,328$169K0.08%Share
34Sound Income Strategies, LLC1,309$159K0.01%Share
35AdvisorNet Financial, Inc620$78K0.00%Share
36Rossby Financial, LCC607$77K0.02%Share
37FLAGSHIP HARBOR ADVISORS, LLC470$59K0.00%Share
38WFA of San Diego, LLC254$32K0.02%Share
39WFA of San Diego, LLC254$31K0.02%Share
40BOK Financial Private Wealth, Inc.150$19K0.00%Share
41AE Wealth Management LLC134$17K0.00%Share
42CVA Family Office, LLC52$6K0.00%Share
43Murphy & Mullick Capital Management Corp40$5K0.00%Share
44INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20$2K0.00%Share
45NewEdge Advisors, LLC4,114$00.00%Share
46RAYMOND JAMES FINANCIAL INC2,258$00.00%Share
47OSAIC HOLDINGS, INC.81$00.00%Share
48OSAIC HOLDINGS, INC.5,734$00.00%Share
49IHT Wealth Management, LLC2,354$00.00%Share
50COMMONWEALTH EQUITY SERVICES, LLC3,023$00.00%Share

KBWP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202560$128.9M+12
Q3 202548$120.8B-17
Q2 202565$152.0B+3
Q1 202562$98.7B-3
Q4 202465$24.4T+10
Q3 202455$71.8T+3
Q2 202452$69.9T+4
Q1 202448$54.9T—

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As of Q4 2025, 50 institutional investors hold KBWP (Invesco KBW Property & Casualty Insurance ETF). The largest holder is LPL Financial LLC with $28.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own KBWP?

As of Q4 2025, 50 institutional investors report holding KBWP (Invesco KBW Property & Casualty Insurance ETF) in their 13F filings.

Who is the largest institutional holder of KBWP?

The largest institutional holder of KBWP is LPL Financial LLC with $28.0M in shares.

Is institutional ownership of KBWP increasing or decreasing?

This quarter, 15 institutions opened new positions in KBWP and 4 closed their positions.