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Invesco KBW Property & Casualty Insurance ETF
KBWP

60 hedge funds and large institutions have $200M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

832% more call options, than puts

Call options by funds: $205K | Put options by funds: $22K

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

103% more capital invested

Capital invested by funds: $98.7M → $200M (+$102M)

28.01% more ownership

Funds ownership: 50.46% → 78.47% (+28%)

15% more funds holding

Funds holding: 52 → 60 (+8)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
21
Closed
4
Calls
$205K
Puts
$22K
Net Calls
+$183K
Net Calls Change
+$183K

Top Buyers

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$64.7M
2
FGA
Fortis Group Advisors
New Jersey
+$7.65M
3
KWM
Kingsview Wealth Management
Oregon
+$4.93M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M
5
RJA
Raymond James & Associates
Florida
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
Ameriprise
Ameriprise
Minnesota
-$1.66M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$913K
4
MMH
Menora Mivtachim Holdings
Israel
-$724K
5
Goldman Sachs
Goldman Sachs
New York
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$15.6K +$2.89K +29 +25%
Wells Fargo
52
Wells Fargo
California
$10.3K -$22.4K -225 -70%
PS
53
Principal Securities
Iowa
$6.68K – – –
CFO
54
CVA Family Office
Colorado
$5.44K – – –
GRP
55
Global Retirement Partners
California
$3.81K -$2.49K -25 -42%
CA
56
CoreCap Advisors
Michigan
$3.77K +$3.48K +35 New
JFG
57
JDM Financial Group
Texas
$3.13K – – –
HCM
58
Hollencrest Capital Management
California
$2.91K +$2.69K +27 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$2.68K +$2.49K +25 New
BTI
60
Blue Trust Inc
Georgia
$109 +$100 +1 New
HNB
61
Huntington National Bank
Ohio
$108 – – –
MMH
62
Menora Mivtachim Holdings
Israel
– -$724K -8,000 Closed
PAG
63
Private Advisory Group
Washington
– -$289K -3,197 Closed
HI
64
Hudock Inc
Pennsylvania
– -$209K -2,306 Closed
GWM
65
Geneos Wealth Management
Colorado
– -$72.2K -798 Closed
1 2
3

KBWP Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2024, worth a combined $200M — up 103% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWP positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $64.7M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $200M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2024, up 103% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2024 was Harel Insurance Investments & Financial Services, an estimated $64.7M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2024.