KBWP Institutional Ownership
Invesco KBW Property & Casualty Insurance ETF
1W: -0.1%
1M: -7.3%
3M: -6.9%
YTD: -1.2%
1Y: +0.3%
3Y: +50.2%
5Y: +73.9%
$123.69
-0.57 (-0.46%)
Weekly Expected Move ±2.1%
$119
$121
$124
$126
$129
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KBWP
73
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
116M
Total Invested
13
New Positions
14
Increased
35
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 170,250 | 21M | -28,224 | -14.2% | 33Q | SEC ↗ |
| 2 | Kingsview Wealth Management, LLC | 156,199 | 19M | +24,241 | +18.4% | 13Q | SEC ↗ |
| 3 | REDSTONE WEALTH MANAGEMENT, LLC | 115,351 | 14M | +24,305 | +26.7% | 3Q | SEC ↗ |
| 4 | Mutual Advisors, LLC | 90,674 | 11M | -1,617 | -1.8% | 23Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 43,043 | 5M | -1,333 | -3.0% | 15Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 36,118 | 4M | -25,980 | -41.8% | 14Q | SEC ↗ |
| 7 | RM Financial Services, LLC | 32,525 | 4M | +706 | +2.2% | 3Q | SEC ↗ |
| 8 | MORGAN STANLEY | 24,504 | 3M | +3,566 | +17.0% | 33Q | SEC ↗ |
| 9 | Focus Financial Network, Inc. | 23,684 | 3M | -352 | -1.5% | 10Q | SEC ↗ |
| 10 | FLOW TRADERS U.S. LLC NEW | 20,690 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 18,117 | 2M | +1,517 | +9.1% | 4Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 16,012 | 2M | +1,762 | +12.4% | 15Q | SEC ↗ |
| 13 | Bright Futures Wealth Management, LLC. | 15,605 | 2M | -3,508 | -18.4% | 2Q | SEC ↗ |
| 14 | TWO SIGMA INVESTMENTS, LP | 14,000 | 2M | -29,900 | -68.1% | 5Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 13,848 | 2M | -4,767 | -25.6% | 18Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 13,013 | 2M | +2,539 | +24.2% | 18Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 12,595 | 2M | -1,176 | -8.5% | 33Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 10,195 | 1M | -17,547 | -63.3% | 7Q | SEC ↗ |
| 19 | MENORA MIVTACHIM HOLDINGS LTD. | 10,000 | 1M | +6,000 | +150.0% | 4Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,938 | 1M | -777 | -8.0% | 4Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 7,971 | 986K | -3,111 | -28.1% | 4Q | SEC ↗ |
| 22 | Vanguard Capital Wealth Advisors NEW | 5,200 | 643K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 5,189 | 642K | -1,014 | -16.3% | 18Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 5,066 | 627K | +2,637 | +108.6% | 26Q | SEC ↗ |
| 25 | RDA Financial Network | 5,050 | 625K | — | +0.0% | 30Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 4,924 | 609K | +913 | +22.8% | 4Q | SEC ↗ |
| 27 | Stegent Equity Advisors, Inc. | 4,542 | 562K | — | +0.0% | 19Q | SEC ↗ |
| 28 | J.W. COLE ADVISORS, INC. | 4,256 | 526K | -102 | -2.3% | 16Q | SEC ↗ |
| 29 | IFG Advisory, LLC NEW | 3,821 | 473K | — | +0.0% | 1Q | SEC ↗ |
| 30 | D. E. Shaw & Co., Inc. | 3,178 | 393K | — | +0.0% | 9Q | SEC ↗ |
| 31 | VICTORY CAPITAL MANAGEMENT INC NEW | 2,707 | 335K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Virtue Capital Management, LLC | 2,537 | 314K | +770 | +43.6% | 8Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 2,284 | 282K | -840 | -26.9% | 16Q | SEC ↗ |
| 34 | CITIGROUP INC NEW | 2,271 | 281K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Hudock, Inc. | 2,121 | 262K | -216 | -9.2% | 9Q | SEC ↗ |
| 36 | XTX Topco Ltd NEW | 1,968 | 243K | — | +0.0% | 1Q | SEC ↗ |
| 37 | GREAT VALLEY ADVISOR GROUP, INC. | 1,843 | 228K | -87 | -4.5% | 13Q | SEC ↗ |
| 38 | Elevate Capital Advisors, LLC | 1,663 | 206K | -1,363 | -45.0% | 7Q | SEC ↗ |
| 39 | FMR LLC | 1,426 | 176K | -59 | -4.0% | 27Q | SEC ↗ |
| 40 | UBS Group AG | 910 | 113K | -13,051 | -93.5% | 33Q | SEC ↗ |
| 41 | KAYNE ANDERSON RUDNICK INVESTMENT MANA NEW | 783 | 97K | — | +0.0% | 1Q | SEC ↗ |
| 42 | UBS AM, a distinct business unit of UB | 700 | 87K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Rossby Financial, LCC | 607 | 75K | — | +0.0% | 6Q | SEC ↗ |
| 44 | AdvisorNet Financial, Inc | 577 | 71K | -48 | -7.7% | 28Q | SEC ↗ |
| 45 | EFG International AG | 374 | 46K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Regatta Research & Money Management NEW | 274 | 34K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 225 | 28K | -100 | -30.8% | 2Q | SEC ↗ |
| 48 | BOK Financial Private Wealth, Inc. | 150 | 19K | — | +0.0% | 14Q | SEC ↗ |
| 49 | MARSHALL INVESTMENT MANAGEMENT, LLC | 86 | 11K | +1 | +1.2% | 2Q | SEC ↗ |
| 50 | FIDUCIARY FINANCIAL ADVISORS NEW | 80 | 10K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 20,690 | 3M |
| Vanguard Capital Wealth Advisors | 5,200 | 643K |
| IFG Advisory, LLC | 3,821 | 473K |
| VICTORY CAPITAL MANAGEMENT INC | 2,707 | 335K |
| CITIGROUP INC | 2,271 | 281K |
| XTX Topco Ltd | 1,968 | 243K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 783 | 97K |
| Regatta Research & Money Management | 274 | 34K |
| FIDUCIARY FINANCIAL ADVISORS | 80 | 10K |
| Global Retirement Partners, LLC | 48 | 6K |
| MERCER GLOBAL ADVISORS INC /ADV | 15 | 2K |
| Copeland Capital Management, LLC | 9 | 1K |
| JONES FINANCIAL COMPANIES LLLP | 7 | 1K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Harel Insurance Investments & Finan | 62,500 | 8M |
| Private Advisor Group, LLC | 10,507 | 1M |
| Buska Wealth Management, LLC | 9,540 | 1M |
| WBI INVESTMENTS, LLC | 4,692 | 580K |
| Belpointe Asset Management LLC | 4,158 | 514K |
| Orion Porfolio Solutions, LLC | 3,896 | 482K |
| JANE STREET GROUP, LLC | 3,805 | 471K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,442 | 302K |
| IHT Wealth Management, LLC | 2,373 | 294K |
| Belvedere Trading LLC | 1,946 | 241K |
| GGM Financials LLC | 1,328 | 164K |
| Sound Income Strategies, LLC | 1,309 | 162K |
| FLAGSHIP HARBOR ADVISORS, LLC | 470 | 58K |
| WFA of San Diego, LLC | 204 | 25K |
| FIFTH THIRD BANCORP | 167 | 21K |
| AE Wealth Management LLC | 134 | 17K |
| Legacy Wealth Managment, LLC/ID | 28 | 3K |
| Advisory Services Network, LLC | 15 | 2K |
| HOLLENCREST CAPITAL MANAGEMENT | 10 | 1K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| REDSTONE WEALTH MANAGEMENT, LLC | +24,305 | +26.7% | 115,351 |
| Kingsview Wealth Management, LLC | +24,241 | +18.4% | 156,199 |
| MENORA MIVTACHIM HOLDINGS LTD. | +6,000 | +150.0% | 10,000 |
| MORGAN STANLEY | +3,566 | +17.0% | 24,504 |
| OSAIC HOLDINGS, INC. | +2,637 | +108.6% | 5,066 |
| MML INVESTORS SERVICES, LLC | +2,539 | +24.2% | 13,013 |
| BANK OF AMERICA CORP /DE | +1,762 | +12.4% | 16,012 |
| Kestra Advisory Services, LLC | +1,517 | +9.1% | 18,117 |
| NewEdge Advisors, LLC | +913 | +22.8% | 4,924 |
| Virtue Capital Management, LLC | +770 | +43.6% | 2,537 |
| RM Financial Services, LLC | +706 | +2.2% | 32,525 |
| WELLS FARGO & COMPANY/MN | +12 | +23.5% | 63 |
| CVA Family Office, LLC | +1 | +1.9% | 53 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | +1 | +1.2% | 86 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -29,900 | -68.1% | 14,000 |
| LPL Financial LLC | -28,224 | -14.2% | 170,250 |
| Cetera Investment Advisers | -25,980 | -41.8% | 36,118 |
| RAYMOND JAMES FINANCIAL INC | -17,547 | -63.3% | 10,195 |
| UBS Group AG | -13,051 | -93.5% | 910 |
| ENVESTNET ASSET MANAGEMENT INC | -4,767 | -25.6% | 13,848 |
| Bright Futures Wealth Management, L | -3,508 | -18.4% | 15,605 |
| CITADEL ADVISORS LLC | -3,111 | -28.1% | 7,971 |
| Mutual Advisors, LLC | -1,617 | -1.8% | 90,674 |
| Elevate Capital Advisors, LLC | -1,363 | -45.0% | 1,663 |
| GOLDMAN SACHS GROUP INC | -1,333 | -3.0% | 43,043 |
| ROYAL BANK OF CANADA | -1,176 | -8.5% | 12,595 |
| Cambridge Investment Research Advis | -1,014 | -16.3% | 5,189 |
| AMERIPRISE FINANCIAL INC | -840 | -26.9% | 2,284 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -777 | -8.0% | 8,938 |
| Focus Financial Network, Inc. | -352 | -1.5% | 23,684 |
| Hudock, Inc. | -216 | -9.2% | 2,121 |
| J.W. COLE ADVISORS, INC. | -102 | -2.3% | 4,256 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -100 | -30.8% | 225 |
| GREAT VALLEY ADVISOR GROUP, INC. | -87 | -4.5% | 1,843 |