Invesco KBW Property & Casualty Insurance ETF
KBWP
30 hedge funds and large institutions have $19.2M invested in Invesco KBW Property & Casualty Insurance ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
25% more capital invested
Capital invested by funds: $15.4M → $19.2M (+$3.8M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
11% more funds holding
Funds holding: 27 → 30 (+3)
3.84% more ownership
Funds ownership: 27.16% → 31% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$564K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$484K |
| 4 |
Jane Street
New York
|
+$321K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.58M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$216K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$205K |
| 4 |
LPL Financial
San Diego,
California
|
-$77.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $20K | – | – | – |
|
|
TA
27
TCG Advisors
Austin,
Texas
| $10K | +$9.47K | +156 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | +$6.56K | +108 | New |
|
|
29
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$216K | -3,821 | Closed |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| – | -$68K | -1,220 | Closed |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$30K | -534 | Closed |
|
|
HR
32
Howe & Rusling
Rochester,
New York
| – | -$6K | -110 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | +$61 | +1 | New |
|
KBWP Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2019, worth a combined $19.2M — up 25% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KBWP positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $1.58M.
- 30 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2019, up from 27 in Q4 2018.
- Funds reported $19.2M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2019, up 25% quarter-over-quarter.
- 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2019 and 4 closed out, a net change of +3 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2019 was Citadel Advisors, an estimated $1.83M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2019 was Morgan Stanley, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2019.