We are live on ! Find out more
KBWP icon

Invesco KBW Property & Casualty Insurance ETF
KBWP

58 hedge funds and large institutions have $205M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

12% more funds holding

Funds holding: 52 → 58 (+6)

4.93% less ownership

Funds ownership: 76.98% → 72.05% (-4.9%)

28% less capital invested

Capital invested by funds: $285M → $205M (-$79.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
22
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$674K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$615K
3
KWM
Kingsview Wealth Management
Oregon
+$586K
4
EH
Equitable Holdings
New York
+$516K
5
MML Investors Services
MML Investors Services
Massachusetts
+$413K

Top Sellers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
-$47.6M
2
PS
Portfolio Strategies
New York
-$19.4M
3
Bank of America
Bank of America
North Carolina
-$3.64M
4
Goldman Sachs
Goldman Sachs
New York
-$3.42M
5
Morgan Stanley
Morgan Stanley
New York
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$579K +$10K +121 +2%
EH
27
Equitable Holdings
New York
$511K +$516K +6,239 New
PAG
28
Private Advisor Group
New Jersey
$448K -$439K -5,305 -49%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$447K -$168K -2,034 -27%
RFN
30
RDA Financial Network
Iowa
$438K – – –
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$401K – – –
CFG
32
Carr Financial Group
Massachusetts
$356K -$146K -1,761 -29%
FTUS
33
Flow Traders U.S.
New York
$348K -$371K -4,481 -51%
VWA
34
V Wealth Advisors
Kansas
$335K -$240K -2,900 -41%
AWS
35
Atria Wealth Solutions
New York
$316K +$98.9K +1,195 +45%
WFC
36
Western Financial Corp
California
$306K +$6.04K +73 +2%
JWCA
37
J.W. Cole Advisors
Florida
$304K -$3.89K -47 -1%
Two Sigma Investments
38
Two Sigma Investments
New York
$295K +$298K +3,600 New
MWM
39
MinichMacGregor Wealth Management
New York
$291K -$1.41K -17 -0.5%
IFG
40
Independent Financial Group
California
$262K +$13.1K +158 +5%
AAS
41
Ameritas Advisory Services
Nebraska
$257K +$183K +2,210 +238%
Marshall Wace
42
Marshall Wace
United Kingdom
$237K -$116K -1,400 -33%
PFS
43
Prospera Financial Services
Texas
$237K +$239K +2,889 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$233K +$235K +2,841 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$214K +$9.1K +110 +4%
GVAG
46
Great Valley Advisor Group
Delaware
$202K +$205K +2,472 New
Wells Fargo
47
Wells Fargo
California
$151K +$83 +1 +0.1%
AF
48
Advisornet Financial
Minnesota
$98.5K +$414 +5 +0.4%
AA
49
Ancora Advisors
Ohio
$24.8K +$25.1K +303 New
CFO
50
CVA Family Office
Colorado
$20.5K – – –
1
2
3

KBWP Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2023, worth a combined $205M — down 28% from $285M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWP positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $674K. The largest seller was Menora Mivtachim Holdings, cutting an estimated $47.6M.

  • 58 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2023, up from 52 in Q1 2023.
  • Funds reported $205M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2023, down 28% quarter-over-quarter.
  • 9 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2023 was HighTower Advisors, an estimated $674K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2023 was Menora Mivtachim Holdings, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2023.