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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

66 hedge funds and large institutions have $393M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
$124M
2
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
3
FNC
First National Corp
Massachusetts
$11.3M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$129M
5
Morgan Stanley
Morgan Stanley
New York
$10.3M

Top Sellers

1
FGA
Fortis Group Advisors
New Jersey
$202K
2
LPL Financial
LPL Financial
California
$15.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FEM
Fulcrum Equity Management
Texas
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.02M +$322K +2,787 +46%
UBS Group
27
UBS Group
Switzerland
$994K +$737K +6,378 +286%
PCA
28
Prosperity Capital Advisors
Ohio
$940K +$674K +5,837 +254%
PAG
29
Private Advisor Group
New Jersey
$849K +$849K +7,346 New
VCM
30
Virtue Capital Management
Tennessee
$840K +$840K +7,270 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$799K +$394K +3,409 +97%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$783K -$110K -951 -12%
Osaic Holdings
33
Osaic Holdings
Arizona
$763K -$21.5K -186 -3%
AP
34
Advisors Preferred
Maryland
$734K +$523K +4,508 +247%
FTS
35
Fifth Third Securities
Ohio
$642K -$223K -1,928 -26%
RFN
36
RDA Financial Network
Iowa
$618K – – –
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$489K +$489K +4,240 New
AAS
38
Ameritas Advisory Services
Nebraska
$460K -$6.12K -53 -1%
Jane Street
39
Jane Street
New York
$453K +$48.3K +418 +12%
JWCA
40
J.W. Cole Advisors
Florida
$414K -$42.1K -364 -9%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$367K +$113K +977 +44%
MWM
42
MinichMacGregor Wealth Management
New York
$344K +$344K +2,981 New
WI
43
WBI Investments
New Jersey
$287K +$29.5K +255 +11%
GVAG
44
Great Valley Advisor Group
Delaware
$268K -$1.04K -9 -0.4%
HI
45
Hudock Inc
Pennsylvania
$267K -$3.47K -30 -1%
IWM
46
IHT Wealth Management
Illinois
$266K +$809 +7 +0.3%
ACP
47
Aveo Capital Partners
Colorado
$231K +$231K +2,001 New
AWS
48
Atria Wealth Solutions
New York
$227K +$227K +1,963 New
PFS
49
Prospera Financial Services
Texas
$219K +$219K +1,897 New
FGA
50
Fortis Group Advisors
New Jersey
$202K -$6.1M -52,777 -97%
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