Invesco KBW Property & Casualty Insurance ETF
KBWP
28 hedge funds and large institutions have $20.2M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
8% more funds holding
Funds holding: 26 → 28 (+2)
0.88% less ownership
Funds ownership: 9.04% → 8.16% (-0.88%)
18% less capital invested
Capital invested by funds: $24.5M → $20.2M (-$4.32M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$942K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$445K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$404K |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$398K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.44M |
| 2 |
OIM
Orca Investment Management
Roseburg,
Oregon
|
-$2.58M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.27M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.01M |
| 5 |
Morgan Stanley
New York
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
26
CVA Family Office
Denver,
Colorado
| $26K | -$14.2K | -200 | -36% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $16.6K | +$15.7K | +221 | New |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $15K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
OIM
30
Orca Investment Management
Roseburg,
Oregon
| – | -$2.58M | -37,711 | Closed |
|
|
FFN
31
Focus Financial Network
Minneapolis,
Minnesota
| – | -$1.01M | -14,800 | Closed |
|
|
FTUS
32
Flow Traders U.S.
New York
| – | -$451K | -6,600 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$41K | -600 | Closed |
|
KBWP Hedge Fund Activity: Q1 2021 in Review
28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2021, worth a combined $20.2M — down 18% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KBWP positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $942K. The largest seller was LPL Financial, cutting an estimated $4.44M.
- 28 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2021, up from 26 in Q4 2020.
- Funds reported $20.2M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2021, down 18% quarter-over-quarter.
- 6 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2021 and 4 closed out, a net change of +2 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2021 was Osaic Holdings, an estimated $942K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2021 was LPL Financial, an estimated $4.44M sold.
Based on aggregated 13F filings for Q1 2021.