Invesco KBW Property & Casualty Insurance ETF
KBWP
26 hedge funds and large institutions have $24.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $22.2M → $24.5M (+$2.3M)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3.65% less ownership
Funds ownership: 12.69% → 9.04% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.09M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$815K |
| 4 |
LPL Financial
San Diego,
California
|
+$485K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.44M |
| 3 |
Goldman Sachs
New York
|
-$1.2M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$903K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $14K | +$13.3K | +210 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.44M | -43,178 | Closed |
|
|
29
Goldman Sachs
New York
| – | -$1.2M | -21,239 | Closed |
|
|
CAN
30
Cetera Advisor Networks
El Segundo,
California
| – | -$903K | -16,020 | Closed |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$77.2K | -1,220 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$12K | -214 | Closed |
|
KBWP Hedge Fund Activity: Q4 2020 in Review
26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2020, worth a combined $24.5M — up 10% from $22.2M a quarter earlier.
Fund positioning in KBWP was balanced in Q4 2020: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.25M. The largest seller was Citadel Advisors, cutting an estimated $2.99M.
- 26 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $24.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2020 and 5 closed out, a net change of 0 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.25M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2020.