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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

60 hedge funds and large institutions have $200M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
21
Closed
4
Calls
$205K
Puts
$22K
Net Calls
+$183K
Net Calls Change
+$183K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$114M
2
FGA
Fortis Group Advisors
New Jersey
$8.28M
3
KWM
Kingsview Wealth Management
Oregon
$6.63M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.3M
5
RJA
Raymond James & Associates
Florida
$3.32M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.66M
2
Ameriprise
Ameriprise
Minnesota
$4.53M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.58M
4
MMH
Menora Mivtachim Holdings
Israel
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$639K +$133K +1,231 +26%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$635K -$18.7K -174 -3%
RFN
28
RDA Financial Network
Iowa
$576K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$574K +$2.37K +22 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$483K -$479K -4,445 -50%
JWCA
31
J.W. Cole Advisors
Florida
$425K +$55.4K +514 +15%
AAS
32
Ameritas Advisory Services
Nebraska
$416K -$9.8K -94 -2%
AP
33
Advisors Preferred
Maryland
$390K +$211K +1,972 +118%
PA
34
PFG Advisors
Arizona
$380K +$380K +3,524 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$373K +$119K +1,105 +47%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$316K -$18.5K -172 -6%
LCGC
37
Legacy Capital Group California
California
$312K -$27K -251 -8%
OC
38
Oppenheimer & Co
New York
$288K +$288K +2,671 New
GCP
39
GSA Capital Partners
United Kingdom
$269K +$3.13K +29 +1%
GVAG
40
Great Valley Advisor Group
Delaware
$260K -$6.25K -58 -2%
IWM
41
IHT Wealth Management
Illinois
$246K +$1.08K +10 +0.4%
CFG
42
Carr Financial Group
Massachusetts
$243K -$99.8K -926 -29%
BCM
43
Brookstone Capital Management
Illinois
$230K -$56.6K -525 -20%
WI
44
WBI Investments
New Jersey
$225K +$225K +2,091 New
AF
45
Advisornet Financial
Minnesota
$131K +$647 +6 +0.5%
UBS Group
46
UBS Group
Switzerland
$111K -$3.77K -35 -3%
PTC
47
Private Trust Company
Ohio
$57.1K -$196K -1,821 -77%
IA
48
IFP Advisors
Florida
$23.8K +$108 +1 +0.5%
Comerica Bank
49
Comerica Bank
Texas
$23.7K +$4.85K +45 +26%
BFPW
50
BOK Financial Private Wealth
Colorado
$16.2K – – –
1
2
3