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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

52 hedge funds and large institutions have $98.7M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
14
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$14.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.68M
3
Morgan Stanley
Morgan Stanley
New York
$6.08M
4
RJA
Raymond James & Associates
Florida
$1.87M
5
FEM
Fulcrum Equity Management
Texas
$1.19M

Top Sellers

1
SAS
SMI Advisory Services
Indiana
$0
2
EH
Equitable Holdings
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AWS
Atria Wealth Solutions
New York
$0
5
NP
Nilsine Partners
Colorado
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$400K +$29.3K +299 +8%
JWCA
27
J.W. Cole Advisors
Florida
$311K +$362 +4 +0.1%
PAG
28
Private Advisory Group
Washington
$289K +$289K +3,197 New
CFG
29
Carr Financial Group
Massachusetts
$288K -$75K -829 -21%
LCGC
30
Legacy Capital Group California
California
$285K +$285K +3,147 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$281K +$13K +144 +5%
BCM
32
Brookstone Capital Management
Illinois
$241K +$241K +2,664 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$226K – – –
GVAG
34
Great Valley Advisor Group
Delaware
$224K -$1.9K -21 -0.8%
GCP
35
GSA Capital Partners
United Kingdom
$223K +$223K +2,465 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$213K -$5.42K -60 -2%
PTC
37
Private Trust Company
Ohio
$213K +$213K +2,351 New
HI
38
Hudock Inc
Pennsylvania
$209K +$209K +2,306 New
IWM
39
IHT Wealth Management
Illinois
$206K +$206K +2,277 New
AP
40
Advisors Preferred
Maryland
$153K +$153K +1,669 New
AF
41
Advisornet Financial
Minnesota
$110K +$453 +5 +0.4%
UBS Group
42
UBS Group
Switzerland
$96.3K -$83K -917 -46%
GWM
43
Geneos Wealth Management
Colorado
$72.2K +$72.2K +798 New
Wells Fargo
44
Wells Fargo
California
$29K -$125K -1,384 -81%
IA
45
IFP Advisors
Florida
$19.9K +$91 +1 +0.5%
Comerica Bank
46
Comerica Bank
Texas
$15.8K +$15.8K +175 New
BFPW
47
BOK Financial Private Wealth
Colorado
$13.6K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$10.5K +$91 +1 +0.9%
PS
49
Principal Securities
Iowa
$5.61K +$5.61K +62 New
GRP
50
Global Retirement Partners
California
$5.61K +$5.61K +60 New
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