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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

57 hedge funds and large institutions have $205M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$21.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.15M
3
KWM
Kingsview Wealth Management
Oregon
$579K
4
EH
Equitable Holdings
New York
$511K
5
MML Investors Services
MML Investors Services
Massachusetts
$1.31M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$76.7M
2
PS
Portfolio Strategies
New York
$0
3
Bank of America
Bank of America
North Carolina
$2.52M
4
Goldman Sachs
Goldman Sachs
New York
$1.49M
5
Morgan Stanley
Morgan Stanley
New York
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$15.6K +$82 +1 +0.5%
BFPW
52
BOK Financial Private Wealth
Colorado
$12.3K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$9.41K – – –
SJIM
54
St. Johns Investment Management
Florida
$8.19K – – –
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$5.65K +$5.65K +69 New
PTC
56
Private Trust Company
Ohio
$2.21K +$900 +11 +69%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$2.05K +$2.05K +25 New
HNB
58
Huntington National Bank
Ohio
$82 -$83 – –
PS
59
Portfolio Strategies
New York
– -$19.4M -233,704 Closed
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
– -$28.3K -340 Closed
ASN
61
Advisory Services Network
Georgia
– -$27.8K -334 Closed
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