KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF Stock - Stock Price, Institutional Ownership, Shareholders (NasdaqGM)

Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF

Basic Stats
Institutional Owners 68 total, 67 long only, 0 short only, 1 long/short - change of 9.38% MRQ
Average Portfolio Allocation 0.2970 % - change of -11.13% MRQ
Institutional Shares (Long) 2,637,216 (ex 13D/G) - change of 0.60MM shares 29.73% MRQ
Institutional Value (Long) $ 183,259 USD ($1000)
Institutional Ownership and Shareholders

Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (US:KBWP) has 68 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,637,216 shares. Largest shareholders include Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, HighTower Advisors, LLC, Morgan Stanley, Raymond James Financial Inc, Kingsview Wealth Management, LLC, Mutual Advisors, LLC, MSSS - Monarch Select Subsector Index ETF, Royal Bank Of Canada, and Bank Of America Corp /de/ .

Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (NasdaqGM:KBWP) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 121.32 / share. Previously, on September 6, 2024, the share price was 113.69 / share. This represents an increase of 6.71% over that period.

KBWP / Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

KBWP / Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1,117,500 0.00 137 -1.44
2025-05-01 13F Fulcrum Equity Management 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 100,177 180.00 12,305 176.06
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-07-31 13F Stegent Equity Advisors, Inc. 25,408 2.16 3,121 0.71
2025-08-05 13F Wellington Shields & Co., LLC 2,199 270
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,602 2,710.53 197 2,700.00
2025-08-14 13F Goldman Sachs Group Inc 19,372 -22.57 2,379 -23.68
2025-07-22 13F Belpointe Asset Management LLC 4,150 -1.84 510 -3.23
2025-07-24 13F Blair William & Co/il 70 0.00 9 0.00
2025-05-09 13F Legacy Capital Group California, Inc. 0 -100.00 0
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2025-07-31 13F CVA Family Office, LLC 52 1.96 6 0.00
2025-08-08 13F Avantax Advisory Services, Inc. 17,744 114.45 2,179 111.55
2025-07-08 13F First National Corp /ma/ /adv 42,295 50.22 5,195 48.13
2025-08-05 13F Simplex Trading, Llc 138 -86.20 0
2025-08-08 13F Hudock, Inc. 2,325 0.09 286 -1.38
2025-08-15 13F WFA of San Diego, LLC 259 21.03 32 29.17
2025-08-06 13F Prospera Financial Services Inc 2,945 362
2025-08-14 13F Jane Street Group, Llc 6,905 848
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-07-31 13F Nilsine Partners, LLC 10,010 1,230
2025-08-14 13F Wells Fargo & Company/mn 0 -100.00 0 -100.00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-04-29 13F Truist Financial Corp 0 -100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 8,088 56.68 1
2025-08-04 13F IFG Advisory, LLC 9,692 19.07 1,190 17.36
2025-08-06 13F New Millennium Group LLC 1 0
2025-08-14 13F IHT Wealth Management, LLC 2,336 0.34 287 -1.38
2025-08-14 13F Mml Investors Services, Llc 10,703 5.12 1 0.00
2025-08-14 13F Ameriprise Financial Inc 28,214 -23.72 3,466 -24.80
2025-07-17 13F Sound Income Strategies, LLC 4 0
2025-05-08 13F Us Bancorp \de\ 0 -100.00 0
2025-08-12 13F MAI Capital Management 0 -100.00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 150 0.00 18 0.00
2025-08-12 13F LPL Financial LLC 282,349 60.46 34,681 58.20
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 8,136 13.93 1
2025-07-14 13F Buska Wealth Management, LLC 35,390 135.56 4,347 132.28
2025-08-15 13F Morgan Stanley 149,012 358.13 18,303 351.70
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-04-30 13F Adapt Wealth Advisors, Llc 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 14,485 32.88 1,779 31.00
2025-05-05 13F IFP Advisors, Inc 0 -100.00 0
2025-08-14 13F UBS Group AG 21,530 42.14 2,645 40.12
2025-07-28 13F Rosenberg Matthew Hamilton 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 62 0.00 8 0.00
2025-08-14 13F D. E. Shaw & Co., Inc. 3,178 0.00 390 -1.27
2025-08-13 13F Virtue Capital Management, LLC 2,667 -26.08 328 -27.17
2025-07-29 NP MSSS - Monarch Select Subsector Index ETF 68,788 -27.74 8,631 -24.43
2025-05-14 13F CIBC Private Wealth Group, LLC 0 -100.00 0
2025-07-15 13F Carr Financial Group Corp 4,548 73.65 559 71.17
2025-07-24 13F Williams & Novak, LLC 6,823 838
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,718 20.02 1,440 18.34
2025-07-16 13F Minichmacgregor Wealth Management, Llc 2,692 331
2025-08-14 13F Two Sigma Investments, Lp 26,400 3,243
2025-05-09 13F Washington Growth Strategies Llc 0 -100.00 0
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-14 13F Murphy & Mullick Capital Management Corp 40 0.00 5 0.00
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 3,440 423
2025-08-01 13F Rossby Financial, LCC 607 0.00 75 4.23
2025-08-12 13F Global Retirement Partners, LLC 109 0.00 13 8.33
2025-07-07 13F RDA Financial Network 5,050 0.00 620 -1.43
2025-08-14 13F Royal Bank Of Canada 53,461 698.64 6,566 687.29
2025-08-14 13F Fmr Llc 1,438 178.68 177 175.00
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-04-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 20,307 -0.40 2,494 -1.81
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-31 13F Oppenheimer & Co Inc 2,025 249
2025-08-11 13F HighTower Advisors, LLC 194,089 11,466.69 23,840 11,306.22
2025-08-01 13F Belvedere Trading LLC Call 1,900 233
2025-08-01 13F Belvedere Trading LLC Put 400 49
2025-08-14 13F Old Mission Capital Llc 3,661 450
2025-08-11 13F Wbi Investments, Inc. 2,325 0.87 286 -0.70
2025-08-04 13F JDM Financial Group LLC 29 0.00 4 0.00
2025-07-17 13F Western Financial Corp/CA 2,362 290
2025-07-10 13F Focus Financial Network, Inc. 21,602 6.77 2,653 5.28
2025-07-14 13F AdvisorNet Financial, Inc 616 -54.06 76 -55.09
2025-08-11 13F Private Advisor Group, LLC 15,805 1,941
2025-08-05 13F Huntington National Bank 0
2025-07-17 13F Fifth Third Securities, Inc. 5,608 -3.23 689 -4.58
2025-08-07 13F Allworth Financial LP 2 -33.33 0
2025-08-14 13F Great Valley Advisor Group, Inc. 2,083 -1.00 256 -2.67
2025-07-28 13F Mutual Advisors, LLC 78,757 9.97 9,304 10.66
2025-08-18 13F Hollencrest Capital Management 10 0.00 1 0.00
2025-08-14 13F Bank Of America Corp /de/ 47,793 38.26 5,870 36.32
2025-07-22 13F Elevate Capital Advisors, LLC 24,108 67.98 2,961 65.60
2025-08-08 13F Kingsview Wealth Management, LLC 78,873 -18.44 9,688 -19.60
2025-08-12 13F J.w. Cole Advisors, Inc. 4,061 13.15 499 11.41
2025-08-01 13F Envestnet Asset Management Inc 18,738 91.54 2,302 88.92
2025-08-07 13F PCG Wealth Advisors, LLC 0 -100.00 0
2025-08-01 13F Belvedere Trading LLC 100 12
2025-08-14 13F SWAN Capital LLC 0 -100.00 0
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