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Invesco KBW Property & Casualty Insurance ETF
KBWP

45 hedge funds and large institutions have $103M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

52% more capital invested

Capital invested by funds: $67.9M → $103M (+$35.3M)

13% more funds holding

Funds holding: 40 → 45 (+5)

5.89% more ownership

Funds ownership: 23.99% → 29.87% (+5.9%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.67M
2
Ameriprise
Ameriprise
Minnesota
+$4.96M
3
Goldman Sachs
Goldman Sachs
New York
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$2.76M
5
LPL Financial
LPL Financial
California
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$684K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$261K
4
RJA
Raymond James & Associates
Florida
-$208K
5
VWA
V Wealth Advisors
Kansas
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$386K +$375K +4,481 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$374K +$10.4K +124 +3%
JWCA
28
J.W. Cole Advisors
Florida
$322K +$65.7K +786 +27%
MWM
29
MinichMacGregor Wealth Management
New York
$309K +$6.18K +74 +2%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$263K – – –
IFG
31
Independent Financial Group
California
$255K +$752 +9 +0.3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$243K +$208K +2,489 +732%
NA
33
NewEdge Advisors
Louisiana
$214K +$243K +2,905 New
GVAG
34
Great Valley Advisor Group
Delaware
$208K +$202K +2,415 New
Wells Fargo
35
Wells Fargo
California
$158K – – –
AF
36
Advisornet Financial
Minnesota
$103K +$502 +6 +0.5%
MSCM
37
McElhenny Sheffield Capital Management
Texas
$28K +$27.2K +325 New
CFO
38
CVA Family Office
Colorado
$21.5K – – –
BWM
39
BerganKDV Wealth Management
Minnesota
$17.2K – – –
IA
40
IFP Advisors
Florida
$12K +$84 +1 +0.5%
SJIM
41
St. Johns Investment Management
Florida
$8.61K -$8.36K -100 -50%
CA
42
CoreCap Advisors
Michigan
$3.01K +$2.93K +35 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.46K +$84 +1 +6%
PTC
44
Private Trust Company
Ohio
$1K -$2.01K -24 -60%
PAG
45
Private Advisor Group
New Jersey
$916 +$186K +2,224 +26%
HNB
46
Huntington National Bank
Ohio
$86 – – –
HI
47
Hudock Inc
Pennsylvania
– -$53K -721 Closed
1
2

KBWP Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2022, worth a combined $103M — up 52% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBWP positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7.67M. The largest seller was Citadel Advisors, cutting an estimated $1.57M.

  • 45 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $103M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2022, up 52% quarter-over-quarter.
  • 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $7.67M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2022.