Invesco KBW Property & Casualty Insurance ETF
KBWP
52 hedge funds and large institutions have $285M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
176% more capital invested
Capital invested by funds: $103M → $285M (+$182M)
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
47.11% more ownership
Funds ownership: 29.87% → 76.98% (+47%)
16% more funds holding
Funds holding: 45 → 52 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$132M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$35.3M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
+$20.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.35M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.89M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$2.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$659K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$316K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $1.33K | – | – | – |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| $963 | -$240K | -2,754 | -19% |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $83 | – | – | – |
|
|
AWS
54
AJ Wealth Strategies
New York
| – | -$2.45M | -28,503 | Closed |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| – | -$214K | -2,905 | Closed |
|
|
GVAG
56
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$208K | -2,415 | Closed |
|
|
MSCM
57
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$28K | -325 | Closed |
|
KBWP Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2023, worth a combined $285M — up 176% from $103M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWP positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $132M. The largest seller was Ameriprise, cutting an estimated $3.89M.
- 52 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2023, up from 45 in Q4 2022.
- Funds reported $285M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2023, up 176% quarter-over-quarter.
- 12 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $132M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2023 was Ameriprise, an estimated $3.89M sold.
Based on aggregated 13F filings for Q1 2023.