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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5M
2
KWM
Kingsview Wealth Management
Oregon
+$4.47M
3
Morgan Stanley
Morgan Stanley
New York
+$2.25M
4
BWM
Buska Wealth Management
Wisconsin
+$2.12M
5
FEM
Fulcrum Equity Management
Texas
+$1.81M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$124M
2
FNC
First National Corp
Massachusetts
-$7.06M
3
FIM
Freedom Investment Management
Connecticut
-$2.73M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.16M
5
AWM
Axxcess Wealth Management
California
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$269K +$1.74K +15 +0.7%
GVAG
52
Great Valley Advisor Group
Delaware
$268K -$1.05K -9 -0.4%
CFG
53
Carr Financial Group
Massachusetts
$258K +$258K +2,223 New
TSS
54
Two Sigma Securities
New York
$245K +$245K +2,108 New
VCM
55
Virtue Capital Management
Tennessee
$229K -$615K -5,299 -73%
AWS
56
Atria Wealth Solutions
New York
$200K -$27.4K -236 -12%
AF
57
Advisornet Financial
Minnesota
$155K +$929 +8 +0.6%
NWWA
58
New Wave Wealth Advisors
Arkansas
$63.3K +$63.3K +545 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$49.7K -$42.1K -363 -46%
Simplex Trading
60
Simplex Trading
Illinois
$28K +$28K +248 New
BFPW
61
BOK Financial Private Wealth
Colorado
$17.4K – – –
GRP
62
Global Retirement Partners
California
$12.6K +$8.46K +73 +203%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$12.1K +$9.24K +81 +324%
LDB
64
Lee, Danner & Bass
Tennessee
$11.6K +$11.6K +100 New
William Blair & Company
65
William Blair & Company
Illinois
$8.12K +$8.12K +70 New
PS
66
Principal Securities
Iowa
$7.2K – – –
CFO
67
CVA Family Office
Colorado
$5.93K – – –
MMCM
68
Murphy & Mullick Capital Management
New York
$4.64K +$4.64K +40 New
US Bancorp
69
US Bancorp
Minnesota
$4.64K -$5.34K -46 -53%
JFG
70
JDM Financial Group
Texas
$3.37K – – –
IA
71
IFP Advisors
Florida
$2.79K – – –
SC
72
Swan Capital
Florida
$1.17K +$1.17K +10 New
HCM
73
Hollencrest Capital Management
California
$1.16K – – –
HNB
74
Huntington National Bank
Ohio
$116 -$116 – –
Wells Fargo
75
Wells Fargo
California
$81 -$567 -7 -88%
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