Marshall Wace
KBWP icon

Marshall Wace’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Marshall Wace’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,900
Closed -$237K – 2452
2023
Q2 		$237K Sell
2,900
-1,400
-33% -$116K ﹤0.01% 2201
2023
Q1 		$358K Buy
+4,300
New +$375K ﹤0.01% 2238

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace's KBWP Position: Q3 2023 in Review

Marshall Wace sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2023, closing a stake of 2,900 shares — an estimated $237K sold.

Marshall Wace first reported a position in KBWP in Q1 2023 and held it in 2 quarters. The position peaked at $358K in Q1 2023. 44 funds tracked by Wall St. Rank hold KBWP as of Q3 2023.

  • Marshall Wace reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2023 after selling out during the quarter.
  • Marshall Wace sold 2,900 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2023, an estimated $237K.
  • Marshall Wace first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and held it in 2 quarters.
  • Marshall Wace's Invesco KBW Property & Casualty Insurance ETF position peaked at $358K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2023.

Based on Marshall Wace's 13F filing for Q3 2023, filed 14 Nov 2023.