Invesco KBW Property & Casualty Insurance ETF
KBWP
52 hedge funds and large institutions have $98.7M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
24% more capital invested
Capital invested by funds: $79.3M → $98.7M (+$19.4M)
18% more funds holding
Funds holding: 44 → 52 (+8)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
2.97% less ownership
Funds ownership: 53.43% → 50.46% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.81M |
| 3 |
Morgan Stanley
New York
|
+$2.85M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.41M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$3.83M |
| 2 |
EH
Equitable Holdings
New York
|
-$1.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$292K |
| 5 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$283K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
51
CVA Family Office
Denver,
Colorado
| $4.55K | +$4.43K | +50 | New |
|
|
JFG
52
JDM Financial Group
Austin,
Texas
| $2.63K | – | – | – |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $91 | – | – | – |
|
|
SAS
54
SMI Advisory Services
Columbus,
Indiana
| – | -$3.83M | -43,434 | Closed |
|
|
EH
55
Equitable Holdings
New York
| – | -$1.03M | -12,283 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$1.03M | -12,262 | Closed |
|
|
AWS
57
Atria Wealth Solutions
New York
| – | -$292K | -3,471 | Closed |
|
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$278K | -3,311 | Closed |
|
|
TSS
59
Two Sigma Securities
New York
| – | -$276K | -3,277 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$122K | -1,446 | Closed |
|
|
SJIM
61
St. Johns Investment Management
Jacksonville,
Florida
| – | -$8.41K | -100 | Closed |
|
|
CSPIA
62
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$8.33K | -99 | Closed |
|
KBWP Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2023, worth a combined $98.7M — up 24% from $79.3M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new KBWP positions and 9 closed out — a net gain of 9 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.91M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $3.83M sold.
- 52 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $98.7M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 18 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2023 was LPL Financial, an estimated $6.91M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2023 was SMI Advisory Services, an estimated $3.83M sold.
Based on aggregated 13F filings for Q4 2023.