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Invesco KBW Property & Casualty Insurance ETF
KBWP

52 hedge funds and large institutions have $285M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

176% more capital invested

Capital invested by funds: $103M → $285M (+$182M)

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

47.11% more ownership

Funds ownership: 29.87% → 76.98% (+47%)

16% more funds holding

Funds holding: 45 → 52 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
24
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
+$132M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$35.3M
3
PS
Portfolio Strategies
New York
+$20.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.35M
5
LPL Financial
LPL Financial
California
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.89M
2
AWS
AJ Wealth Strategies
New York
-$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09M
4
UBS Group
UBS Group
Switzerland
-$659K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$643K +$294K +3,379 +78%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$623K +$167K +1,921 +35%
VWA
28
V Wealth Advisors
Kansas
$582K -$56.9K -653 -9%
Citadel Advisors
29
Citadel Advisors
Florida
$578K +$32.1K +368 +6%
CFG
30
Carr Financial Group
Massachusetts
$508K -$274K -3,141 -34%
RFN
31
RDA Financial Network
Iowa
$445K – – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$408K +$161K +1,850 +61%
Marshall Wace
33
Marshall Wace
United Kingdom
$358K +$375K +4,300 New
JWCA
34
J.W. Cole Advisors
Florida
$313K +$1.66K +19 +0.5%
WFC
35
Western Financial Corp
California
$305K +$319K +3,665 New
MWM
36
MinichMacGregor Wealth Management
New York
$297K -$1.13K -13 -0.4%
IFG
37
Independent Financial Group
California
$253K +$7.4K +85 +3%
AWS
38
Atria Wealth Solutions
New York
$221K +$232K +2,660 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$209K +$219K +2,509 New
Wells Fargo
40
Wells Fargo
California
$153K -$87 -1 -0.1%
AF
41
Advisornet Financial
Minnesota
$99.7K +$523 +6 +0.5%
AAS
42
Ameritas Advisory Services
Nebraska
$77.4K +$81K +930 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$28.3K -$217K -2,489 -88%
ASN
44
Advisory Services Network
Georgia
$27.8K +$29.1K +334 New
CFO
45
CVA Family Office
Colorado
$20.8K – – –
BWM
46
BerganKDV Wealth Management
Minnesota
$16.6K – – –
BFPW
47
BOK Financial Private Wealth
Colorado
$12.5K +$13.1K +150 New
IA
48
IFP Advisors
Florida
$11.6K +$87 +1 +0.5%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$9.59K +$8.54K +98 +576%
SJIM
50
St. Johns Investment Management
Florida
$8.32K – – –
1
2
3

KBWP Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2023, worth a combined $285M — up 176% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWP positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $132M. The largest seller was Ameriprise, cutting an estimated $3.89M.

  • 52 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $285M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2023, up 176% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $132M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2023 was Ameriprise, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2023.