§ EQUITY
USDKBWP
INVESCO KBW PROPERTY & CASUA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 198K | 0.0% | −12% |
| Kingsview Wealth Management, LLC | 99K | 0.2% | +7% |
| Mutual Advisors, LLC | 92K | 0.2% | +4% |
| REDSTONE WEALTH MANAGEMENT, LLC | 91K | 8.6% | +1% |
| Cetera Investment Advisers | 62K | 0.0% | +16% |
| Goldman Sachs AM | 44K | 0.0% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for KBWP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.7% · 44 holders
DEALER / BANK11.1% · 8 holders
TACTICAL / MACRO1.1% · 1 holder
QUALITY / COMPOUNDER0.5% · 3 holders
ACTIVIST0.3% · 1 holder
SYSTEMATIC / QUANT0.2% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for KBWP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention KBWP yet.