Invesco KBW Property & Casualty Insurance ETF
KBWP
25 hedge funds and large institutions have $87.1M invested in Invesco KBW Property & Casualty Insurance ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
484% more capital invested
Capital invested by funds: $14.9M → $87.1M (+$72.2M)
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more funds holding
Funds holding: 16 → 25 (+9)
40.55% more ownership
Funds ownership: 50.2% → 90.75% (+41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$20.4M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$9.27M |
| 4 |
Morgan Stanley
New York
|
+$5.47M |
| 5 |
Jane Street
New York
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$405K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$46K |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$11.5K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$863 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| – | -$46K | -1,000 | Closed |
|
KBWP Hedge Fund Activity: Q4 2015 in Review
25 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2015, worth a combined $87.1M — up 484% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWP positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $405K sold.
- 25 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2015, up from 16 in Q3 2015.
- Funds reported $87.1M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2015, up 484% quarter-over-quarter.
- 11 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2015 and 2 closed out, a net change of +9 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $22.1M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2015 was Citadel Advisors, an estimated $405K sold.
Based on aggregated 13F filings for Q4 2015.