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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

57 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, 21 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$21.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.15M
3
KWM
Kingsview Wealth Management
Oregon
$579K
4
EH
Equitable Holdings
New York
$511K
5
MML Investors Services
MML Investors Services
Massachusetts
$1.31M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$76.7M
2
PS
Portfolio Strategies
New York
$0
3
Bank of America
Bank of America
North Carolina
$2.52M
4
Goldman Sachs
Goldman Sachs
New York
$1.49M
5
Morgan Stanley
Morgan Stanley
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$579K +$9.91K +121 +2%
EH
27
Equitable Holdings
New York
$511K +$511K +6,239 New
PAG
28
Private Advisor Group
New Jersey
$448K -$434K -5,305 -49%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$447K -$167K -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 -$144K -1,761 -29%
FTUS
33
Flow Traders U.S.
New York
$348K -$367K -4,481 -51%
VWA
34
V Wealth Advisors
Kansas
$335K -$237K -2,900 -41%
AWS
35
Atria Wealth Solutions
New York
$316K +$97.8K +1,195 +45%
WFC
36
Western Financial Corp
California
$306K +$5.98K +73 +2%
JWCA
37
J.W. Cole Advisors
Florida
$304K -$3.85K -47 -1%
Two Sigma Investments
38
Two Sigma Investments
New York
$295K +$295K +3,600 New
MWM
39
MinichMacGregor Wealth Management
New York
$291K -$1.39K -17 -0.5%
AAS
40
Ameritas Advisory Services
Nebraska
$257K +$181K +2,210 +238%
Marshall Wace
41
Marshall Wace
United Kingdom
$237K -$115K -1,400 -33%
PFS
42
Prospera Financial Services
Texas
$237K +$237K +2,889 New
FHA
43
Flagship Harbor Advisors
Massachusetts
$233K +$233K +2,841 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$214K +$9.01K +110 +4%
GVAG
45
Great Valley Advisor Group
Delaware
$202K +$202K +2,472 New
Wells Fargo
46
Wells Fargo
California
$151K +$82 +1 +0.1%
AF
47
Advisornet Financial
Minnesota
$98.5K +$409 +5 +0.4%
AA
48
Ancora Advisors
Ohio
$24.8K +$24.8K +303 New
CFO
49
CVA Family Office
Colorado
$20.5K – – –
BWM
50
BerganKDV Wealth Management
Minnesota
$16.4K – – –
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