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Invesco KBW Property & Casualty Insurance ETF

13 hedge funds and large institutions have $17.1M invested in Invesco KBW Property & Casualty Insurance ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.82% more ownership

Funds ownership: 73.42%79.24% (+5.8%)

9% less capital invested

Capital invested by funds: $18.8M → $17.1M (-$1.71M)

13% less funds holding

Funds holding: 1513 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Harvest Capital Management
New Hampshire
$6.48M +$134K +3,500 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.98M +$1.37M +35,991 +39%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.57M -$1.86M -48,751 -55%
VKH
4
Virtu KCG Holdings
New York
$1.26M +$371K +9,702 +43%
Morgan Stanley
5
Morgan Stanley
New York
$880K -$1.03M -26,932 -55%
LPL Financial
6
LPL Financial
California
$798K +$120K +3,137 +18%
KFS
7
KMS Financial Services
Washington
$629K -$27.9K -730 -4%
Bank of America
8
Bank of America
North Carolina
$276K -$668K -17,495 -71%
Ameriprise
9
Ameriprise
Minnesota
$80K +$61K +1,598 +355%
Wells Fargo
10
Wells Fargo
California
$51K +$49.6K +1,300 New
AIG
11
American International Group
New York
$35.1K -$602K -15,770 -95%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$24K
U
13
UBS
Switzerland
$4K -$61.9K -1,621 -93%
WA
14
WFG Advisors
Texas
-$556K -15,240 Closed
HR
15
Howe & Rusling
New York
-$10K -260 Closed

KBWP Hedge Fund Activity: Q4 2013 in Review

13 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2013, worth a combined $17.1M — down 9.1% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of KBWP and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.37M. The largest seller was Susquehanna International Group, cutting an estimated $1.86M.

  • 13 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2013, down from 15 in Q3 2013.
  • Funds reported $17.1M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2013, down 9.1% quarter-over-quarter.
  • 1 fund opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2013 was Royal Bank of Canada, an estimated $1.37M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q4 2013.