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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

44 hedge funds and large institutions have $79.3M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-13
Holders Change %
-22.81%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$1.03M
2
Citadel Advisors
Citadel Advisors
Florida
$1.03M
3
TSS
Two Sigma Securities
New York
$276K
4
KWM
Kingsview Wealth Management
Oregon
$732K
5
TRCT
Tower Research Capital (TRC)
New York
$122K

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$673K
2
HighTower Advisors
HighTower Advisors
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$729K
4
LPL Financial
LPL Financial
California
$7.15M
5
Morgan Stanley
Morgan Stanley
New York
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$292K -$32.3K -384 -10%
JWCA
27
J.W. Cole Advisors
Florida
$288K -$23.8K -283 -8%
FHA
28
Flagship Harbor Advisors
Massachusetts
$278K +$39.5K +470 +17%
TSS
29
Two Sigma Securities
New York
$276K +$276K +3,277 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$249K -$1.35M -16,096 -84%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$210K -$10.2K -121 -5%
GVAG
32
Great Valley Advisor Group
Delaware
$210K +$1.85K +22 +0.9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$203K -$255K -3,037 -56%
UBS Group
34
UBS Group
Switzerland
$167K -$1.43M -17,018 -90%
Wells Fargo
35
Wells Fargo
California
$143K -$11.4K -136 -7%
TRCT
36
Tower Research Capital (TRC)
New York
$122K +$122K +1,446 New
AF
37
Advisornet Financial
Minnesota
$102K +$420 +5 +0.4%
IA
38
IFP Advisors
Florida
$18.4K +$2.36K +28 +15%
BFPW
39
BOK Financial Private Wealth
Colorado
$12.6K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$9.67K – – –
SJIM
41
St. Johns Investment Management
Florida
$8.41K – – –
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$8.33K +$2.52K +30 +43%
JFG
43
JDM Financial Group
Texas
$2.44K +$2.44K +29 New
WOSD
44
WFA of San Diego
California
$1.35K +$1.35K +16 New
HNB
45
Huntington National Bank
Ohio
$84 -$82 – –
HighTower Advisors
46
HighTower Advisors
Illinois
– -$21.8M -266,103 Closed
Truist Financial
47
Truist Financial
North Carolina
– -$2.06M -25,181 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$1.47M -18,011 Closed
WAP
49
Wealthcare Advisory Partners
Pennsylvania
– -$1.04M -12,726 Closed
PAG
50
Private Advisor Group
New Jersey
– -$448K -5,472 Closed
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