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Invesco KBW Property & Casualty Insurance ETF

60 hedge funds and large institutions have $184M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 6060 (0)

8% less capital invested

Capital invested by funds: $200M → $184M (-$15.9M)

18.23% less ownership

Funds ownership: 78.47%60.25% (-18%)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$514K +$523K +5,015 New
AAS
27
Ameritas Advisory Services
Nebraska
$414K +$4.59K +44 +1%
JWCA
28
J.W. Cole Advisors
Florida
$404K +$313 +3 +0.1%
Jane Street
29
Jane Street
New York
$359K +$366K +3,505 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$359K +$4.8K +46 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$304K +$4.07K +39 +1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$290K -$265K -2,543 -48%
LCGC
33
Legacy Capital Group California
California
$251K -$46.3K -444 -15%
HI
34
Hudock Inc
Pennsylvania
$240K +$245K +2,344 New
GVAG
35
Great Valley Advisor Group
Delaware
$238K -$9.39K -90 -4%
PCA
36
Prosperity Capital Advisors
Ohio
$236K -$1.01M -9,698 -81%
IWM
37
IHT Wealth Management
Illinois
$235K +$731 +7 +0.3%
WI
38
WBI Investments
New Jersey
$229K +$14.6K +140 +7%
UBS Group
39
UBS Group
Switzerland
$228K +$125K +1,198 +116%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$225K +$230K +2,201 New
AP
41
Advisors Preferred
Maryland
$187K -$190K -1,818 -50%
AF
42
Advisornet Financial
Minnesota
$135K +$10.9K +104 +9%
Comerica Bank
43
Comerica Bank
Texas
$62.1K +$40.3K +386 +175%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$27.4K +$12.7K +122 +84%
IA
45
IFP Advisors
Florida
$22.2K -$417 -4 -2%
WOSD
46
WFA of San Diego
California
$16.9K +$17.2K +165 New
BFPW
47
BOK Financial Private Wealth
Colorado
$15.4K
TRCT
48
Tower Research Capital (TRC)
New York
$10.7K +$10.9K +104 New
Wells Fargo
49
Wells Fargo
California
$10.5K +$731 +7 +7%
Simplex Trading
50
Simplex Trading
Illinois
$10K +$10.4K +100 New

KBWP Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2024, worth a combined $184M — down 7.9% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBWP positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $2.63M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.32M sold.

  • 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $184M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2024 was Bank of America, an estimated $2.63M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2024 was Raymond James & Associates, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2024.