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Invesco KBW Property & Casualty Insurance ETF

60 hedge funds and large institutions have $184M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 6060 (0)

8% less capital invested

Capital invested by funds: $200M → $184M (-$15.9M)

18.23% less ownership

Funds ownership: 78.47%60.25% (-18%)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$6.35K
US Bancorp
52
US Bancorp
Minnesota
$5.74K +$5.84K +56 New
CFO
53
CVA Family Office
Colorado
$5.19K +$104 +1 +2%
FNWA
54
Financial Network Wealth Advisors
Utah
$5.12K +$5.22K +50 New
GRP
55
Global Retirement Partners
California
$3.63K
CA
56
CoreCap Advisors
Michigan
$3.58K
JFG
57
JDM Financial Group
Texas
$2.97K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$2.54K
HCM
59
Hollencrest Capital Management
California
$512 -$2.3K -22 -81%
BTI
60
Blue Trust Inc
Georgia
$109
HNB
61
Huntington National Bank
Ohio
$102
RJA
62
Raymond James & Associates
Florida
-$3.32M -30,856 Closed
HighTower Advisors
63
HighTower Advisors
Illinois
-$2.3M -21,346 Closed
PAG
64
Private Advisor Group
New Jersey
-$939K -8,712 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
-$639K -5,933 Closed
PA
66
PFG Advisors
Arizona
-$380K -3,524 Closed
OC
67
Oppenheimer & Co
New York
-$288K -2,671 Closed
GCP
68
GSA Capital Partners
United Kingdom
-$269K -2,494 Closed
CFG
69
Carr Financial Group
Massachusetts
-$243K -2,252 Closed
BCM
70
Brookstone Capital Management
Illinois
-$230K -2,139 Closed
PTC
71
Private Trust Company
Ohio
-$57.1K -530 Closed

KBWP Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2024, worth a combined $184M — down 7.9% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBWP positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $2.63M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.32M sold.

  • 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $184M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2024 was Bank of America, an estimated $2.63M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2024 was Raymond James & Associates, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2024.