Invesco KBW Property & Casualty Insurance ETF
KBWP
29 hedge funds and large institutions have $24.9M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
3.82% more ownership
Funds ownership: 28.89% → 32.71% (+3.8%)
2% more capital invested
Capital invested by funds: $24.5M → $24.9M (+$405K)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$597K |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$485K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$481K |
| 4 |
Morgan Stanley
New York
|
+$107K |
| 5 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
+$78.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$614K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$520K |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$407K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $8K | -$1.49K | -19 | -16% |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $7K | – | – | – |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $4.39K | -$520K | -6,620 | -99% |
|
29
UBS Group
Zurich,
Switzerland
| $3K | -$212K | -2,702 | -99% |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $3K | +$2.75K | +35 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $1K | +$157 | +2 | +13% |
|
|
MWM
32
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$407K | -5,362 | Closed |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$388K | -5,101 | Closed |
|
|
IWM
34
IHT Wealth Management
Chicago,
Illinois
| – | -$371K | -4,884 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$79 | -1 | Closed |
|
KBWP Hedge Fund Activity: Q4 2021 in Review
29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2021, worth a combined $24.9M — up 1.7% from $24.5M a quarter earlier.
Fund positioning in KBWP was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $597K. The largest seller was LPL Financial, cutting an estimated $1.24M.
- 29 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $24.9M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
- 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $597K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2021 was LPL Financial, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2021.