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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$20.8M
2
KWM
Kingsview Wealth Management
Oregon
$11.3M
3
Morgan Stanley
Morgan Stanley
New York
$12.6M
4
BWM
Buska Wealth Management
Wisconsin
$2.12M
5
FEM
Fulcrum Equity Management
Texas
$1.81M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
FNC
First National Corp
Massachusetts
$4.32M
3
FIM
Freedom Investment Management
Connecticut
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$1.95M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
26
Elevate Capital Advisors
Colorado
$1.3M +$1.3M +11,233 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.18M -$81.5K -702 -6%
MIM
28
Marshall Investment Management
Colorado
$1.14M +$1.14M +9,869 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.01M -$15.3K -132 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$925K +$925K +7,971 New
Osaic Holdings
31
Osaic Holdings
Arizona
$898K +$132K +1,140 +17%
PCA
32
Prosperity Capital Advisors
Ohio
$853K -$91.3K -787 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$850K +$46.9K +404 +6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$815K +$28K +241 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$801K -$888K -7,647 -53%
IA
36
IFG Advisory
Georgia
$660K +$660K +5,684 New
RFN
37
RDA Financial Network
Iowa
$621K – – –
Jane Street
38
Jane Street
New York
$488K +$32.8K +283 +7%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$486K – – –
PAG
40
Private Advisor Group
New Jersey
$471K -$381K -3,284 -45%
JWCA
41
J.W. Cole Advisors
Florida
$417K +$580 +5 +0.1%
WFC
42
Western Financial Corp
California
$369K +$369K +3,180 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$369K – – –
MWM
44
MinichMacGregor Wealth Management
New York
$350K +$4.29K +37 +1%
AWA
45
Adapt Wealth Advisors
Georgia
$344K +$344K +2,967 New
PFS
46
Prospera Financial Services
Texas
$341K +$121K +1,037 +55%
LCGC
47
Legacy Capital Group California
California
$334K +$334K +2,875 New
WI
48
WBI Investments
New Jersey
$310K +$21.7K +187 +8%
OMC
49
Old Mission Capital
Illinois
$286K +$286K +2,462 New
HI
50
Hudock Inc
Pennsylvania
$269K +$580 +5 +0.2%
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