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Invesco KBW Property & Casualty Insurance ETF
KBWP

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

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $79.3M → $98.7M (+$19.4M)

18% more funds holding

Funds holding: 44 → 52 (+8)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

2.97% less ownership

Funds ownership: 53.43% → 50.46% (-3%)

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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.91M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.81M
3
Morgan Stanley
Morgan Stanley
New York
+$2.85M
4
RJA
Raymond James & Associates
Florida
+$1.41M
5
FEM
Fulcrum Equity Management
Texas
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
SAS
SMI Advisory Services
Indiana
-$3.83M
2
EH
Equitable Holdings
New York
-$1.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.03M
4
AWS
Atria Wealth Solutions
New York
-$292K
5
NP
Nilsine Partners
Colorado
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$400K +$26.5K +299 +8%
JWCA
27
J.W. Cole Advisors
Florida
$311K +$354 +4 +0.1%
PAG
28
Private Advisory Group
Washington
$289K +$283K +3,197 New
CFG
29
Carr Financial Group
Massachusetts
$288K -$73.4K -829 -21%
LCGC
30
Legacy Capital Group California
California
$285K +$279K +3,147 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$281K +$12.8K +144 +5%
BCM
32
Brookstone Capital Management
Illinois
$241K +$236K +2,664 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$226K – – –
GVAG
34
Great Valley Advisor Group
Delaware
$224K -$1.86K -21 -0.8%
GCP
35
GSA Capital Partners
United Kingdom
$223K +$218K +2,465 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$213K -$5.32K -60 -2%
PTC
37
Private Trust Company
Ohio
$213K +$208K +2,351 New
HI
38
Hudock Inc
Pennsylvania
$209K +$204K +2,306 New
IWM
39
IHT Wealth Management
Illinois
$206K +$202K +2,277 New
AP
40
Advisors Preferred
Maryland
$153K +$148K +1,669 New
AF
41
Advisornet Financial
Minnesota
$110K +$443 +5 +0.4%
UBS Group
42
UBS Group
Switzerland
$96.3K -$81.2K -917 -46%
GWM
43
Geneos Wealth Management
Colorado
$72.2K +$70.7K +798 New
Wells Fargo
44
Wells Fargo
California
$29K -$123K -1,384 -81%
IA
45
IFP Advisors
Florida
$19.9K +$89 +1 +0.5%
Comerica Bank
46
Comerica Bank
Texas
$15.8K +$15.5K +175 New
BFPW
47
BOK Financial Private Wealth
Colorado
$13.6K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$10.5K +$89 +1 +0.9%
PS
49
Principal Securities
Iowa
$5.61K +$5.49K +62 New
GRP
50
Global Retirement Partners
California
$5.61K +$5.32K +60 New
1
2
3

KBWP Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2023, worth a combined $98.7M — up 24% from $79.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KBWP positions and 9 closed out — a net gain of 9 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.91M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $3.83M sold.

  • 52 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $98.7M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 18 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2023 was LPL Financial, an estimated $6.91M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2023 was SMI Advisory Services, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2023.