Invesco KBW Property & Casualty Insurance ETF
KBWP
36 hedge funds and large institutions have $35.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 0 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
33% more funds holding
Funds holding: 27 → 36 (+9)
19% more capital invested
Capital invested by funds: $30M → $35.5M (+$5.58M)
3.88% more ownership
Funds ownership: 31.31% → 35.19% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$817K |
| 2 |
Morgan Stanley
New York
|
+$755K |
| 3 |
SG Americas Securities
New York
|
+$296K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$219K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$785K |
| 2 |
Goldman Sachs
New York
|
-$279K |
| 3 |
SJIM
St. Johns Investment Management
Jacksonville,
Florida
|
-$53.6K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$38.5K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $31K | +$31.5K | +529 | New |
|
|
CA
27
Calton & Associates
Tampa,
Florida
| $30K | +$29.8K | +501 | New |
|
|
WWMSC
28
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $28K | +$28.6K | +480 | New |
|
|
VNA
29
Valley National Advisers
Bethlehem,
Pennsylvania
| $20K | -$7.74K | -130 | -28% |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| $20K | +$119 | +2 | +0.6% |
|
31
JP Morgan Chase
New York
| $15K | – | – | – |
|
|
32
Envestnet Asset Management
Chicago,
Illinois
| $11K | -$26.4K | -444 | -71% |
|
|
CHC
33
City Holding Co
Charleston,
West Virginia
| $7K | – | – | – |
|
34
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $3K | +$595 | +10 | +25% |
|
|
BFEC
35
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
KBWP Hedge Fund Activity: Q4 2017 in Review
36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2017, worth a combined $35.5M — up 19% from $30M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWP positions and 0 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $817K. The largest seller was Bank of America, cutting an estimated $785K.
- 36 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2017, up from 27 in Q3 2017.
- Funds reported $35.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 9 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2017 and 0 closed out, a net change of +9 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2017 was Jane Street, an estimated $817K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2017 was Bank of America, an estimated $785K sold.
Based on aggregated 13F filings for Q4 2017.