Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / KBW PPTY CASUT
-
Total 13F shares
-
1,937,565
-
Share change
-
-537,590
-
Total reported value
-
$240,890,228
-
Price per share
-
$124.59
-
Number of holders
-
62
-
Value change
-
-$65,970,584
-
Number of buys
-
27
-
Number of sells
-
42
Institutional Holders of INVESCO EXCH TRADED FD TR II - KBW PPTY CASUT (KBWP) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRADED FD TR II - KBW PPTY CASUT (KBWP) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,937,565 shares.
The largest 10 holders included
Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, Kingsview Wealth Management, LLC, Mutual Advisors, LLC, AMERIPRISE FINANCIAL INC, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, FIRST NATIONAL CORP /MA/ /ADV, and GOLDMAN SACHS GROUP INC.
This page lists
62
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.