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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

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
Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.87%
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

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$114M
2
FGA
Fortis Group Advisors
New Jersey
$8.28M
3
KWM
Kingsview Wealth Management
Oregon
$6.63M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.3M
5
RJA
Raymond James & Associates
Florida
$3.32M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.66M
2
Ameriprise
Ameriprise
Minnesota
$4.53M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.58M
4
MMH
Menora Mivtachim Holdings
Israel
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$15.6K +$3.13K +29 +25%
Wells Fargo
52
Wells Fargo
California
$10.3K -$24.2K -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 -$2.72K -25 -42%
CA
56
CoreCap Advisors
Michigan
$3.77K +$3.77K +35 New
JFG
57
JDM Financial Group
Texas
$3.13K – – –
HCM
58
Hollencrest Capital Management
California
$2.91K +$2.91K +27 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$2.68K +$2.68K +25 New
BTI
60
Blue Trust Inc
Georgia
$109 +$109 +1 New
HNB
61
Huntington National Bank
Ohio
$108 -$91 – –
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
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