INVESCO KBW PROPERTY & CASUA (KBWP) Institutional Ownership Changes & 13F Activity
INVESCO KBW PROPERTY & CASUA (KBWP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Lpl Financial Llc, Cetera Investment Advisers, Kingsview Wealth Management, Llc, and Flow Traders U.S. Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -3,111 | -28.1% | 7,971 | $1.01M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +24,241 | +18.4% | 156,199 | $19.80M | Q2 2026 | Aug 19, 2026 |
| Two Sigma Investments, Lp | Sell | -29,900 | -68.1% | 14,000 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +20,690 | — | 20,690 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -17,547 | -63.3% | 10,195 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +3,821 | — | 3,821 | $484.37K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,637 | +108.6% | 5,066 | $642.99K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +2,284 | — | 2,284 | $289.50K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +1,968 | — | 1,968 | $249.47K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,762 | +12.4% | 16,012 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -1,617 | -1.8% | 90,674 | $11.49M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,333 | -3.0% | 43,043 | $5.46M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,176 | -8.5% | 12,595 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -777 | -8.0% | 8,938 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +79 | — | 79 | $10.02K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +12 | +23.5% | 63 | $7.93K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +7 | — | 7 | $889.00 | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Buy | +1 | +1.2% | 86 | $10.87K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -13,051 | -93.5% | 910 | $115.36K | Q2 2026 | Aug 13, 2026 |
| Menora Mivtachim Holdings Ltd. | Buy | +6,000 | +150.0% | 10,000 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +3,566 | +17.0% | 24,504 | $3.11M | Q2 2026 | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +783 | — | 783 | $99.25K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -59 | -4.0% | 1,426 | $180.81K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -25,980 | -41.8% | 36,118 | $4.58M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +4,924 | — | 4,924 | $624.13K | Q2 2026 | Aug 12, 2026 |
| Great Valley Advisor Group, Inc. | Sell | -87 | -4.5% | 1,843 | $233.63K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -28,224 | -14.2% | 170,250 | $21.58M | Q2 2026 | Aug 07, 2026 |
| Victory Capital Management Inc | Buy | +2,707 | — | 2,707 | $343.17K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +2,539 | +24.2% | 13,013 | $1.65M | Q2 2026 | Aug 07, 2026 |
| Cva Family Office, Llc | Buy | +1 | +1.9% | 53 | $6.67K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about KBWP activity
Which institutional owners are buying KBWP?
Institutional owners buying KBWP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KBWP activity?
"Buy" means an investor increased their reported position in KBWP compared to the prior reporting period. This reflects growing exposure to INVESCO KBW PROPERTY & CASUA (KBWP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KBWP increasing?
Institutional interest in KBWP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.