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Invesco KBW Property & Casualty Insurance ETF
KBWP

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

832% more call options, than puts

Call options by funds: $205K | Put options by funds: $22K

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

103% more capital invested

Capital invested by funds: $98.7M → $200M (+$102M)

28.01% more ownership

Funds ownership: 50.46% → 78.47% (+28%)

15% more funds holding

Funds holding: 52 → 60 (+8)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.86%
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

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$64.7M
2
FGA
Fortis Group Advisors
New Jersey
+$7.65M
3
KWM
Kingsview Wealth Management
Oregon
+$4.93M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M
5
RJA
Raymond James & Associates
Florida
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
Ameriprise
Ameriprise
Minnesota
-$1.66M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$913K
4
MMH
Menora Mivtachim Holdings
Israel
-$724K
5
Goldman Sachs
Goldman Sachs
New York
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$639K +$123K +1,231 +26%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$635K -$17.3K -174 -3%
RFN
28
RDA Financial Network
Iowa
$576K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$574K +$2.19K +22 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$483K -$443K -4,445 -50%
JWCA
31
J.W. Cole Advisors
Florida
$425K +$51.2K +514 +15%
AAS
32
Ameritas Advisory Services
Nebraska
$416K -$9.36K -94 -2%
AP
33
Advisors Preferred
Maryland
$390K +$196K +1,972 +118%
PA
34
PFG Advisors
Arizona
$380K +$351K +3,524 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$373K +$110K +1,105 +47%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$316K -$17.1K -172 -6%
LCGC
37
Legacy Capital Group California
California
$312K -$25K -251 -8%
OC
38
Oppenheimer & Co
New York
$288K +$266K +2,671 New
GCP
39
GSA Capital Partners
United Kingdom
$269K +$2.89K +29 +1%
GVAG
40
Great Valley Advisor Group
Delaware
$260K -$5.78K -58 -2%
IWM
41
IHT Wealth Management
Illinois
$246K +$996 +10 +0.4%
CFG
42
Carr Financial Group
Massachusetts
$243K -$92.2K -926 -29%
BCM
43
Brookstone Capital Management
Illinois
$230K -$52.3K -525 -20%
WI
44
WBI Investments
New Jersey
$225K +$208K +2,091 New
AF
45
Advisornet Financial
Minnesota
$131K +$597 +6 +0.5%
UBS Group
46
UBS Group
Switzerland
$111K -$3.48K -35 -3%
PTC
47
Private Trust Company
Ohio
$57.1K -$181K -1,821 -77%
IA
48
IFP Advisors
Florida
$23.8K +$100 +1 +0.5%
Comerica Bank
49
Comerica Bank
Texas
$23.7K +$4.48K +45 +26%
BFPW
50
BOK Financial Private Wealth
Colorado
$16.2K – – –
1
2
3

KBWP Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2024, worth a combined $200M — up 103% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWP positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $64.7M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $200M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2024, up 103% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2024 was Harel Insurance Investments & Financial Services, an estimated $64.7M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2024.