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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

51 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, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
$126M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$33.7M
3
PS
Portfolio Strategies
New York
$19.4M
4
HighTower Advisors
HighTower Advisors
Illinois
$21.4M
5
LPL Financial
LPL Financial
California
$13.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.27M
2
AWS
AJ Wealth Strategies
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.67M
4
UBS Group
UBS Group
Switzerland
$1.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$963 -$229 -2,754 -19%
HNB
52
Huntington National Bank
Ohio
$83 -$86 – –
AWS
53
AJ Wealth Strategies
New York
– -$2.45M -28,503 Closed
NA
54
NewEdge Advisors
Louisiana
– -$214K -2,905 Closed
GVAG
55
Great Valley Advisor Group
Delaware
– -$208K -2,415 Closed
MSCM
56
McElhenny Sheffield Capital Management
Texas
– -$28K -325 Closed
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