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Invesco KBW Property & Casualty Insurance ETF
KBWP

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.62% less ownership

Funds ownership: 72.05% → 53.43% (-19%)

24% less funds holding

Funds holding: 58 → 44 (-14)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

61% less capital invested

Capital invested by funds: $205M → $79.3M (-$126M)

72% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 18

Holders
44
Holders Change
-14
Holders Change %
-24.14%
% 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
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$504K
2
Citadel Advisors
Citadel Advisors
Florida
+$433K
3
TSS
Two Sigma Securities
New York
+$273K
4
KWM
Kingsview Wealth Management
Oregon
+$135K
5
TRCT
Tower Research Capital (TRC)
New York
+$121K

Top Sellers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
-$77.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$21.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.58M
4
LPL Financial
LPL Financial
California
-$5.44M
5
Morgan Stanley
Morgan Stanley
New York
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$292K -$32K -384 -10%
JWCA
27
J.W. Cole Advisors
Florida
$288K -$23.6K -283 -8%
FHA
28
Flagship Harbor Advisors
Massachusetts
$278K +$39.2K +470 +17%
TSS
29
Two Sigma Securities
New York
$276K +$273K +3,277 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$249K -$1.34M -16,096 -84%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$210K -$10.1K -121 -5%
GVAG
32
Great Valley Advisor Group
Delaware
$210K +$1.83K +22 +0.9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$203K -$253K -3,037 -56%
UBS Group
34
UBS Group
Switzerland
$167K -$1.42M -17,018 -90%
Wells Fargo
35
Wells Fargo
California
$143K -$11.3K -136 -7%
TRCT
36
Tower Research Capital (TRC)
New York
$122K +$121K +1,446 New
AF
37
Advisornet Financial
Minnesota
$102K +$417 +5 +0.4%
IA
38
IFP Advisors
Florida
$18.4K +$2.33K +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 +$2.5K +30 +43%
JFG
43
JDM Financial Group
Texas
$2.44K +$2.42K +29 New
WOSD
44
WFA of San Diego
California
$1.35K +$1.33K +16 New
HNB
45
Huntington National Bank
Ohio
$84 – – –
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
1
2
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KBWP Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2023, worth a combined $79.3M — down 61% from $205M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KBWP and 5 opened new positions — a net loss of 13 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Equitable Holdings, adding an estimated $504K. The largest seller was Menora Mivtachim Holdings, cutting an estimated $77.5M.

  • 44 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $79.3M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2023, down 61% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2023 and 18 closed out, a net change of -13 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2023 was Equitable Holdings, an estimated $504K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2023 was Menora Mivtachim Holdings, an estimated $77.5M sold.

Based on aggregated 13F filings for Q3 2023.