Invesco KBW Property & Casualty Insurance ETF
KBWP
10 hedge funds and large institutions have $4.66M invested in Invesco KBW Property & Casualty Insurance ETF in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $4.01M → $4.66M (+$653K)
11% more funds holding
Funds holding: 9 → 10 (+1)
2.76% more ownership
Funds ownership: 41.13% → 43.9% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.55M |
| 2 |
LPL Financial
San Diego,
California
|
+$339K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$210K |
| 4 |
AIG
American International Group
New York
|
+$10.3K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$3.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$229K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$149K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.78M | +$339K | +8,220 | +24% |
|
|
2
Morgan Stanley
New York
| $1.65M | +$1.55M | +37,731 | +3,804% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $630K | -$149K | -3,628 | -20% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $249K | -$1.39M | -33,685 | -85% |
|
|
5
Stifel Financial
St. Louis,
Missouri
| $217K | +$210K | +5,095 | New |
|
|
AIG
6
American International Group
New York
| $55.9K | +$10.3K | +250 | +23% |
|
7
Wells Fargo
San Francisco,
California
| $55K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | – | – | – |
|
|
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3 | +$3.3K | +80 | New |
|
|
VKH
10
Virtu KCG Holdings
New York
| – | -$229K | -5,861 | Closed |
|
|
11
Ameriprise
Minneapolis,
Minnesota
| – | -$50K | -1,295 | Closed |
|
12
Parallax Volatility Advisers
San Francisco,
California
| – | +$41 | +1 | New |
|
KBWP Hedge Fund Activity: Q4 2014 in Review
10 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2014, worth a combined $4.66M — up 16% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KBWP positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.55M. The largest seller was Royal Bank of Canada, cutting an estimated $1.39M.
- 10 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2014, up from 9 in Q3 2014.
- Funds reported $4.66M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 3 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2014 and 2 closed out, a net change of +1 holder.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2014 was Morgan Stanley, an estimated $1.55M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2014.