Statistik Asas
| Pemilik Institusi | 68 total, 67 long only, 0 short only, 1 long/short - change of 9.38% MRQ |
| Purata Peruntukan Portfolio | 0.2970 % - change of -11.13% MRQ |
| Saham Institusi (Panjang) | 2,637,216 (ex 13D/G) - change of 0.60MM shares 29.73% MRQ |
| Nilai Institusi (Panjang) | $ 183,259 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (US:KBWP) telah 68 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 2,637,216 saham. Pemegang saham terbesar termasuk 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) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 121.32 / share. Previously, on September 9, 2024, the share price was 114.70 / share. This represents an increase of 5.77% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
