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Invesco KBW Property & Casualty Insurance ETF
KBWP

67 hedge funds and large institutions have $394M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $184M → $394M (+$209M)

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

13.5% more ownership

Funds ownership: 60.25% → 73.75% (+14%)

12% more funds holding

Funds holding: 60 → 67 (+7)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
+$118M
2
HighTower Advisors
HighTower Advisors
Illinois
+$21.2M
3
FNC
First National Corp
Massachusetts
+$10.7M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$6.85M
5
Morgan Stanley
Morgan Stanley
New York
+$6.74M

Top Sellers

Rank Fund Capital Flow
1
FGA
Fortis Group Advisors
New Jersey
-$5.78M
2
LPL Financial
LPL Financial
California
-$2.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
4
FEM
Fulcrum Equity Management
Texas
-$1.22M
5
Goldman Sachs
Goldman Sachs
New York
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
51
Fortis Group Advisors
New Jersey
$202K -$5.78M -52,777 -97%
AF
52
Advisornet Financial
Minnesota
$153K +$329 +3 +0.2%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$91.3K +$57.4K +524 +196%
WOSD
54
WFA of San Diego
California
$24.7K +$5.37K +49 +30%
BFPW
55
BOK Financial Private Wealth
Colorado
$17.3K – – –
CFD
56
Creative Financial Designs
Indiana
$11.6K +$11K +100 New
US Bancorp
57
US Bancorp
Minnesota
$9.94K +$3.29K +30 +54%
PS
58
Principal Securities
Iowa
$7.16K – – –
CFO
59
CVA Family Office
Colorado
$5.87K – – –
GRP
60
Global Retirement Partners
California
$4.11K +$110 +1 +3%
JFG
61
JDM Financial Group
Texas
$3.35K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3K -$302K -2,757 -99%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$2.89K – – –
IA
64
IFP Advisors
Florida
$2.77K -$21.2K -193 -89%
HCM
65
Hollencrest Capital Management
California
$1.16K +$548 +5 +100%
Wells Fargo
66
Wells Fargo
California
$885 -$10.4K -95 -92%
WGS
67
Washington Growth Strategies
District of Columbia
$300 +$3.84K +35 New
HNB
68
Huntington National Bank
Ohio
$116 – – –
Citadel Advisors
69
Citadel Advisors
Florida
– -$1.93M -18,842 Closed
FEM
70
Fulcrum Equity Management
Texas
– -$1.22M -11,886 Closed
FTUS
71
Flow Traders U.S.
New York
– -$514K -5,015 Closed
LCGC
72
Legacy Capital Group California
California
– -$251K -2,452 Closed
Comerica Bank
73
Comerica Bank
Texas
– -$62.1K -606 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$10.7K -104 Closed
Simplex Trading
75
Simplex Trading
Illinois
– -$10K -100 Closed
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KBWP Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2024, worth a combined $394M — up 114% from $184M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBWP positions and 10 closed out — a net gain of 7 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $118M. The largest seller was Fortis Group Advisors, cutting an estimated $5.78M.

  • 67 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $394M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2024, up 114% quarter-over-quarter.
  • 17 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2024 was Menora Mivtachim Holdings, an estimated $118M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2024 was Fortis Group Advisors, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2024.