Invesco KBW Property & Casualty Insurance ETF
KBWP
29 hedge funds and large institutions have $39M invested in Invesco KBW Property & Casualty Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 27 → 29 (+2)
3% more capital invested
Capital invested by funds: $37.8M → $39M (+$1.13M)
7.1% less ownership
Funds ownership: 44.35% → 37.25% (-7.1%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.52M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$380K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$339K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$300K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$898K |
| 2 |
VF
Virtu Financial
New York
|
-$608K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$599K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$269K |
| 5 |
LPL Financial
San Diego,
California
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CHC
26
City Holding Co
Charleston,
West Virginia
| $10K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $7K | +$1.14K | +20 | +20% |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
VF
29
Virtu Financial
New York
| – | -$608K | -10,675 | Closed |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| – | -$16K | -275 | Closed |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -176 | Closed |
|
32
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$7K | -119 | Closed |
|
KBWP Hedge Fund Activity: Q2 2017 in Review
29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2017, worth a combined $39M — up 3% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KBWP positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.52M. The largest seller was Jane Street, cutting an estimated $898K.
- 29 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2017, up from 27 in Q1 2017.
- Funds reported $39M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2017, up 3% quarter-over-quarter.
- 6 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2017 and 4 closed out, a net change of +2 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2017 was Goldman Sachs, an estimated $1.52M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2017 was Jane Street, an estimated $898K sold.
Based on aggregated 13F filings for Q2 2017.