Who Owns KBWP?
Invesco KBW Property & Casualty Insurance ETF — Institutional Ownership & 13F Holdings
$121.33
+0.72 (+0.60%)
Market Cap
$406.4M
Shares Outstanding
3,310,062
Institutional Holders
62
Total Inst. Value
$207.5M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
14
Closed Positions
17
Increased
17
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Harel Insurance Investments & Financial Services Ltd.New | $139.2M | 1,117,500 |
| 2 | Mutual Advisors, LLC | $8.4M | 71,620 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $7.1M | 57 |
| 4 | AMERIPRISE FINANCIAL INC | $4.6M | 36,989 |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.5M | 35,778 |
| 6 | BANK OF AMERICA CORP /DE/ | $4.3M | 34,568 |
| 7 | MORGAN STANLEY | $4.1M | 32,526 |
| 8 | GOLDMAN SACHS GROUP INC | $3.1M | 25,019 |
| 9 | Stegent Equity Advisors, Inc. | $3.1M | 24,870 |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew | $2.6M | 20,454 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Harel Insurance Investments & Financial Services Ltd.New | +1.1M | $139.2M |
| Mutual Advisors, LLC | +2K | $8.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +57 | $7.1M |
| GOLDMAN SACHS GROUP INC | +13K | $3.1M |
| Stegent Equity Advisors, Inc. | +9K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HighTower Advisors, LLC | -195K | $209K |
| RAYMOND JAMES FINANCIAL INC | -87K | $4.5M |
| MORGAN STANLEY | -76K | $4.1M |
| ROYAL BANK OF CANADA | -49K | $834K |
| BANK OF AMERICA CORP /DE/ | -30K | $4.3M |
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Frequently Asked Questions
How many institutional investors hold KBWP?
As of Q1 2025, 62 institutional investors report holding KBWP (Invesco KBW Property & Casualty Insurance ETF) in their 13F filings.
Which hedge fund owns the most KBWP?
The largest institutional holder of KBWP is Harel Insurance Investments & Financial Services Ltd. with $139.2M in shares.
Are institutions buying or selling KBWP?
This quarter, 14 institutions opened new positions in KBWP and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.