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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

66 hedge funds and large institutions have $393M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
$124M
2
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
3
FNC
First National Corp
Massachusetts
$11.3M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$129M
5
Morgan Stanley
Morgan Stanley
New York
$10.3M

Top Sellers

1
FGA
Fortis Group Advisors
New Jersey
$202K
2
LPL Financial
LPL Financial
California
$15.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FEM
Fulcrum Equity Management
Texas
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$153K +$347 +3 +0.2%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$91.4K +$60.5K +524 +196%
WOSD
53
WFA of San Diego
California
$24.7K +$5.66K +49 +30%
BFPW
54
BOK Financial Private Wealth
Colorado
$17.3K – – –
CFD
55
Creative Financial Designs
Indiana
$11.6K +$11.6K +100 New
US Bancorp
56
US Bancorp
Minnesota
$9.94K +$3.47K +30 +54%
PS
57
Principal Securities
Iowa
$7.16K – – –
CFO
58
CVA Family Office
Colorado
$5.87K – – –
GRP
59
Global Retirement Partners
California
$4.11K +$114 +1 +3%
JFG
60
JDM Financial Group
Texas
$3.35K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3K -$318K -2,757 -99%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$2.89K – – –
IA
63
IFP Advisors
Florida
$2.77K -$22.3K -193 -89%
HCM
64
Hollencrest Capital Management
California
$1.16K +$578 +5 +100%
Wells Fargo
65
Wells Fargo
California
$885 -$10.5K -95 -92%
WGS
66
Washington Growth Strategies
District of Columbia
$300 +$300 +35 New
HNB
67
Huntington National Bank
Ohio
$116 -$102 – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$1.93M -18,842 Closed
FEM
69
Fulcrum Equity Management
Texas
– -$1.22M -11,886 Closed
FTUS
70
Flow Traders U.S.
New York
– -$514K -5,015 Closed
LCGC
71
Legacy Capital Group California
California
– -$251K -2,452 Closed
Comerica Bank
72
Comerica Bank
Texas
– -$62.1K -606 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$10.7K -104 Closed
Simplex Trading
74
Simplex Trading
Illinois
– -$10K -100 Closed
FNWA
75
Financial Network Wealth Advisors
Utah
– -$5.12K -50 Closed
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