Invesco KBW Property & Casualty Insurance ETF
KBWP
75 hedge funds and large institutions have $288M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
12% more funds holding
Funds holding: 67 → 75 (+8)
10.35% less ownership
Funds ownership: 73.75% → 63.4% (-10%)
27% less capital invested
Capital invested by funds: $394M → $288M (-$106M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.11M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.57M |
| 3 |
Morgan Stanley
New York
|
+$2.3M |
| 4 |
BWM
Buska Wealth Management
Wausau,
Wisconsin
|
+$2.17M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$124M |
| 2 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$7.22M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.73M |
| 4 |
Two Sigma Investments
New York
|
-$1.19M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $81 | -$831 | -7 | -88% |
|
|
MMH
77
Menora Mivtachim Holdings
Ramat Gan,
Israel
| – | -$124M | -1,075,250 | Closed |
|
|
FIM
78
Freedom Investment Management
Hartford,
Connecticut
| – | -$2.73M | -23,665 | Closed |
|
|
AWM
79
Axxcess Wealth Management
Carlsbad,
California
| – | -$1.08M | -9,325 | Closed |
|
|
AP
80
Advisors Preferred
Rockville,
Maryland
| – | -$734K | -6,331 | Closed |
|
|
AAS
81
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$460K | -3,984 | Closed |
|
|
ACP
82
Aveo Capital Partners
Englewood,
Colorado
| – | -$231K | -2,001 | Closed |
|
|
FGA
83
Fortis Group Advisors
Westwood,
New Jersey
| – | -$202K | -1,751 | Closed |
|
|
CFD
84
Creative Financial Designs
Kokomo,
Indiana
| – | -$11.6K | -100 | Closed |
|
85
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3K | -26 | Closed |
|
KBWP Hedge Fund Activity: Q4 2024 in Review
75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2024, worth a combined $288M — down 27% from $394M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KBWP positions and 9 closed out — a net gain of 12 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.11M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $124M sold.
- 75 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2024, up from 67 in Q3 2024.
- Funds reported $288M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2024, down 27% quarter-over-quarter.
- 21 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2024 and 9 closed out, a net change of +12 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2024 was LPL Financial, an estimated $5.11M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2024 was Menora Mivtachim Holdings, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2024.