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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

51 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, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
$126M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$33.7M
3
PS
Portfolio Strategies
New York
$19.4M
4
HighTower Advisors
HighTower Advisors
Illinois
$21.4M
5
LPL Financial
LPL Financial
California
$13.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.27M
2
AWS
AJ Wealth Strategies
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.67M
4
UBS Group
UBS Group
Switzerland
$1.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$643K +$281K +3,379 +78%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$623K +$160K +1,921 +35%
VWA
28
V Wealth Advisors
Kansas
$582K -$54.4K -653 -9%
Citadel Advisors
29
Citadel Advisors
Florida
$578K +$30.6K +368 +6%
CFG
30
Carr Financial Group
Massachusetts
$508K -$261K -3,141 -34%
RFN
31
RDA Financial Network
Iowa
$445K – – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$408K +$154K +1,850 +61%
Marshall Wace
33
Marshall Wace
United Kingdom
$358K +$358K +4,300 New
JWCA
34
J.W. Cole Advisors
Florida
$313K +$1.58K +19 +0.5%
WFC
35
Western Financial Corp
California
$305K +$305K +3,665 New
MWM
36
MinichMacGregor Wealth Management
New York
$297K -$1.08K -13 -0.4%
AWS
37
Atria Wealth Solutions
New York
$221K +$221K +2,660 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$209K +$209K +2,509 New
Wells Fargo
39
Wells Fargo
California
$153K -$83 -1 -0.1%
AF
40
Advisornet Financial
Minnesota
$99.7K +$500 +6 +0.5%
AAS
41
Ameritas Advisory Services
Nebraska
$77.4K +$77.4K +930 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$28.3K -$207K -2,489 -88%
ASN
43
Advisory Services Network
Georgia
$27.8K +$27.8K +334 New
CFO
44
CVA Family Office
Colorado
$20.8K – – –
BWM
45
BerganKDV Wealth Management
Minnesota
$16.6K – – –
BFPW
46
BOK Financial Private Wealth
Colorado
$12.5K +$12.5K +150 New
IA
47
IFP Advisors
Florida
$11.6K +$61 +1 +0.5%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$9.59K +$8.17K +98 +576%
SJIM
49
St. Johns Investment Management
Florida
$8.32K – – –
PTC
50
Private Trust Company
Ohio
$1.33K – – –
1
2
3