Invesco KBW Property & Casualty Insurance ETF
KBWP
27 hedge funds and large institutions have $18M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
23% less funds holding
Funds holding: 35 → 27 (-8)
27.88% less ownership
Funds ownership: 40.43% → 12.56% (-28%)
30% less capital invested
Capital invested by funds: $25.6M → $18M (-$7.6M)
89% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$694K |
| 3 |
LPL Financial
San Diego,
California
|
+$684K |
| 4 |
Goldman Sachs
New York
|
+$297K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.72M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.42M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.64M |
| 5 |
Jane Street
New York
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
26
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.86M | -34,893 | Closed |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| – | -$697K | -13,120 | Closed |
|
|
SS
30
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$641K | -12,070 | Closed |
|
|
RJFSA
31
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$205K | -3,861 | Closed |
|
|
CI
32
CAZ Investments
Houston,
Texas
| – | -$161K | -3,023 | Closed |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$27K | -514 | Closed |
|
|
VCM
34
Vigilant Capital Management
Portland,
Maine
| – | -$25K | -467 | Closed |
|
|
PA
35
Parallel Advisors
San Francisco,
California
| – | -$4K | -78 | Closed |
|
KBWP Hedge Fund Activity: Q2 2020 in Review
27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2020, worth a combined $18M — down 30% from $25.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KBWP and 1 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.04M. The largest seller was Bank of America, cutting an estimated $3.72M.
- 27 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2020, down from 35 in Q1 2020.
- Funds reported $18M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2020, down 30% quarter-over-quarter.
- 1 fund opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2020 and 9 closed out, a net change of -8 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.04M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2020 was Bank of America, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2020.