Grundlæggende statistik
| Institutionelle ejere | 68 total, 67 long only, 0 short only, 1 long/short - change of 9,38% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2970 % - change of -11,14% MRQ |
| Institutionelle aktier (lange) | 2.637.216 (ex 13D/G) - change of 0,60MM shares 29,73% MRQ |
| Institutionel værdi (lang) | $ 183.259 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (US:KBWP) har 68 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,637,216 aktier. Største aktionærer omfatter 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) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 9, 2025 is 120,96 / share. Previously, on September 10, 2024, the share price was 113,76 / share. This represents an increase of 6,33% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
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 |
