Invesco KBW Property & Casualty Insurance
KBWP • NASDAQ
Invesco KBW Property & Casualty Insurance is an exchange-traded fund on NASDAQ. As of Q3 2025, 69 institutional investors hold shares in this ETF, with total holdings valued at $287.7M. Harel Insurance Investments & Financial Services Ltd. is the largest holder with a position valued at $138.2M.
Overview
Overview of institutional ownership in KBWP as of Q3 2025
All Institutions
- Institutions
- 69
- Value Held
- $287.7M
- Shares Held
- 2.3M
- Avg Position
- $4.2M
- Median Position
- $516.4K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $8.3M
- Shares Held
- 67.0K
- Avg Position
- $4.1M
- Median Position
- $4.1M
Biggest Investors
Institutions with the largest positions in KBWP as of Q3 2025
| Institution | Position Value |
|---|---|
$138.2M 1.40% of portfolio | |
L LPL Financial LLC Institution | $32.2M 0.01% of portfolio |
 Kingsview Wealth Management, LLC RIA/Wealth | $16.5M 0.25% of portfolio |
 MORGAN STANLEY RIA/Wealth | $15.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.2M 0.00% of portfolio |
 Mutual Advisors, LLC RIA/Wealth | $10.1M 0.22% of portfolio |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $5.0M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.8M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $3.7M 0.00% of portfolio |
 Elevate Capital Advisors, LLC RIA/Wealth | $3.5M 2.45% of portfolio |
Net Capital Flow
Institutional buying and selling activity for KBWP in Q3 2025
- Traded
- −$27.0M
- Buyers
- 32
- Sellers
- 35
- Total Bought
- +$23.5M
- Total Sold
- −$50.5M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | +$6.8M +54.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$3.2M +26.3K shares |
H HRT FINANCIAL LLC Institution | +$3.0M +24.4K shares |
Cetera Investment Advisers RIA/Wealth | +$2.3M +18.7K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.8M +14.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$1.2M +10.1K shares |
 Outlook Wealth Advisors, LLC RIA/Wealth | +$1.0M +8.4K shares |
Mutual Advisors, LLC RIA/Wealth | +$758.8K +6.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$700.9K +5.7K shares |
 MENORA MIVTACHIM HOLDINGS LTD. Private Equity | +$618.4K +5.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | −$23.8M −194.1K shares |
R ROYAL BANK OF CANADA Institution | −$5.3M −42.5K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$3.3M −26.9K shares |
L LPL Financial LLC Institution | −$2.8M −22.3K shares |
MORGAN STANLEY RIA/Wealth | −$2.5M −20.4K shares |
 FIRST NATIONAL CORP /MA/ /ADV RIA/Wealth | −$2.4M −19.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.2M −17.8K shares |
 Stegent Equity Advisors, Inc. RIA/Wealth | −$1.1M −8.5K shares |
 Buska Wealth Management, LLC RIA/Wealth | −$1.0M −8.1K shares |
 FIFTH THIRD SECURITIES, INC. RIA/Wealth | −$688.8K −5.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited KBWP in Q3 2025
- New Positions
- 5
- New Value
- $2.7M
- Exited Positions
- 11
- Exited Value
- $26.5M
New Positions
| Institution | Position Value |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $1.2M 10.1K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | $1.0M 8.4K shares |
C CLS Investments, LLC Institution | $248.8K 2.0K shares |
 GGM Financials LLC RIA/Wealth | $90.8K 734.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $70.4K 569.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $23.8M 194.1K shares |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | $688.8K 5.6K shares |
O OLD MISSION CAPITAL LLC Institution | $449.7K 3.7K shares |
 Prospera Financial Services RIA/Wealth | $362.5K 2.9K shares |
 MinichMacGregor Wealth Management, LLC RIA/Wealth | $330.7K 2.7K shares |
W Western Financial Corp/CA Institution | $290.1K 2.4K shares |
 Wellington Shields & Co., LLC RIA/Wealth | $270.1K 2.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $196.8K 1.6K shares |
S SIMPLEX TRADING, LLC Institution | $17.0K 138.0 shares |
B Belvedere Trading LLC Institution | $12.3K 100.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in KBWP as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Most Committed Institutions
Institutions with KBWP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Elevate Capital Advisors, LLC RIA/Wealth | 2.45% $3.5M |
Stegent Equity Advisors, Inc. RIA/Wealth | 1.71% $2.1M |
1.40% $138.2M | |
Buska Wealth Management, LLC RIA/Wealth | 1.01% $3.4M |
FIRST NATIONAL CORP /MA/ /ADV RIA/Wealth | 0.54% $2.8M |
Outlook Wealth Advisors, LLC RIA/Wealth | 0.27% $1.0M |
Kingsview Wealth Management, LLC RIA/Wealth | 0.25% $16.5M |
Mutual Advisors, LLC RIA/Wealth | 0.22% $10.1M |
W Williams & Novak, LLC Institution | 0.19% $247.0K |
 RDA Financial Network RIA/Wealth | 0.16% $624.6K |
Hedge Fund Spotlight
Discover hedge funds investing in KBWP
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,253
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco KBW Property & Casualty Insurance
- Market Value
- $5.0M
- Shares Held
- 40.7K
- Portfolio Weight
- 0.01%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
