We are live on ! Find out more
KBWP icon

Invesco KBW Property & Casualty Insurance ETF

59 hedge funds and large institutions have $116M invested in Invesco KBW Property & Casualty Insurance ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more funds holding

Funds holding: 5759 (+2)

4.05% less ownership

Funds ownership: 48.26%44.21% (-4.1%)

18% less capital invested

Capital invested by funds: $141M → $116M (-$25M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
15
Reduced
23
Closed
8
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.6M -$3.42M -27,863 -12%
KWM
2
Kingsview Wealth Management
Oregon
$15.7M +$1.12M +9,142 +7%
MA
3
Mutual Advisors
Nebraska
$11M +$386K +3,141 +4%
RWM
4
Redstone Wealth Management
Oklahoma
$10.8M +$71K +578 +0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.39M +$1.03M +8,381 +16%
Goldman Sachs
6
Goldman Sachs
New York
$5.28M -$30K -244 -0.5%
Two Sigma Investments
7
Two Sigma Investments
New York
$5.22M -$246K -2,000 -4%
RFS
8
RM Financial Services
Maine
$3.79M +$1.02M +8,324 +35%
Raymond James Financial
9
Raymond James Financial
Florida
$3.3M -$300K -2,445 -8%
FFN
10
Focus Financial Network
Minnesota
$2.86M +$90.4K +736 +3%
Morgan Stanley
11
Morgan Stanley
New York
$2.49M -$512K -4,167 -17%
BFWM
12
Bright Futures Wealth Management
New York
$2.27M +$2.35M +19,113 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.21M +$199K +1,620 +10%
KAS
14
Kestra Advisory Services
Texas
$1.98M +$55K +448 +3%
Bank of America
15
Bank of America
North Carolina
$1.7M -$448K -3,647 -20%
UBS Group
16
UBS Group
Switzerland
$1.66M -$706K -5,752 -29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.64M -$1.76M -14,321 -51%
Citadel Advisors
18
Citadel Advisors
Florida
$1.32M -$375K -3,053 -22%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.25M -$297K -2,422 -19%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.16M +$428K +3,483 +56%
BWM
21
Buska Wealth Management
Wisconsin
$1.14M -$562K -4,572 -32%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$738K +$10.2K +83 +1%
RFN
23
RDA Financial Network
Iowa
$601K
SEA
24
Stegent Equity Advisors
Texas
$540K -$61.9K -504 -10%
JWCA
25
J.W. Cole Advisors
Florida
$519K -$368 -3 -0.1%

KBWP Hedge Fund Activity: Q1 2026 in Review

59 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2026, worth a combined $116M — down 18% from $141M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBWP positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Bright Futures Wealth Management, opening a new position worth an estimated $2.35M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $7.96M sold.

  • 59 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2026, up from 57 in Q4 2025.
  • Funds reported $116M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2026, down 18% quarter-over-quarter.
  • 11 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2026 and 8 closed out, a net change of +3 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2026 was Bright Futures Wealth Management, an estimated $2.35M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2026 was Harel Insurance Investments & Financial Services, an estimated $7.96M sold.

Based on aggregated 13F filings for Q1 2026.