Invesco KBW Property & Casualty Insurance ETF
KBWP
27 hedge funds and large institutions have $15.4M invested in Invesco KBW Property & Casualty Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
2.69% less ownership
Funds ownership: 29.85% → 27.16% (-2.7%)
23% less capital invested
Capital invested by funds: $20M → $15.4M (-$4.59M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$510K |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$256K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$228K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$151K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.22M |
| 2 |
Morgan Stanley
New York
|
-$1.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$145K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$46K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$16.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
26
Howe & Rusling
Rochester,
New York
| $6K | +$6.56K | +110 | New |
|
27
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$15K | -235 | Closed |
|
|
TPWA
28
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$3.06K | -48 | Closed |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -35 | Closed |
|
KBWP Hedge Fund Activity: Q4 2018 in Review
27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2018, worth a combined $15.4M — down 23% from $20M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KBWP positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $510K. The largest seller was Jane Street, cutting an estimated $2.22M.
- 27 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2018, up from 25 in Q3 2018.
- Funds reported $15.4M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2018, down 23% quarter-over-quarter.
- 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2018 and 3 closed out, a net change of +2 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2018 was Citadel Advisors, an estimated $510K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2018 was Jane Street, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2018.