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Invesco KBW Property & Casualty Insurance ETF

40 hedge funds and large institutions have $67.9M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4140 (-1)

7% less capital invested

Capital invested by funds: $72.8M → $67.9M (-$4.86M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

27.59% less ownership

Funds ownership: 51.58%23.99% (-28%)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MinichMacGregor Wealth Management
New York
$258K -$13.6K -175 -5%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$224K
JWCA
28
J.W. Cole Advisors
Florida
$217K +$229K +2,952 New
IFG
29
Independent Financial Group
California
$217K +$9.17K +118 +4%
Wells Fargo
30
Wells Fargo
California
$135K +$10.5K +135 +8%
AF
31
Advisornet Financial
Minnesota
$87K -$23.9K -308 -21%
HI
32
Hudock Inc
Pennsylvania
$53K +$56K +721 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$25K
APA
34
American Portfolios Advisors
New York
$19.2K
CFO
35
CVA Family Office
Colorado
$18K
SJIM
36
St. Johns Investment Management
Florida
$15K -$31.1K -400 -67%
BWM
37
BerganKDV Wealth Management
Minnesota
$15K +$15.5K +200 New
IA
38
IFP Advisors
Florida
$11K +$155 +2 +1%
PTC
39
Private Trust Company
Ohio
$3K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1K -$544 -7 -30%
AWA
41
Acorn Wealth Advisors
Michigan
-$616K -7,588 Closed
VI
42
Vestcor Inc
New Brunswick, Canada
-$368K -4,532 Closed
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
-$239K -2,943 Closed
SWM
44
SeaCrest Wealth Management
New York
-$36K -444 Closed
CA
45
CoreCap Advisors
Michigan
-$3K -35 Closed

KBWP Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2022, worth a combined $67.9M — down 6.7% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of KBWP and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was HighTower Advisors, adding an estimated $3.25M. The largest seller was Susquehanna International Group, cutting an estimated $847K.

  • 40 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $67.9M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2022, down 6.7% quarter-over-quarter.
  • 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2022 was HighTower Advisors, an estimated $3.25M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2022 was Susquehanna International Group, an estimated $847K sold.

Based on aggregated 13F filings for Q3 2022.