Invesco KBW Property & Casualty Insurance ETF
KBWP
8 hedge funds and large institutions have $5.66M invested in Invesco KBW Property & Casualty Insurance ETF in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
21% more capital invested
Capital invested by funds: $4.66M → $5.66M (+$999K)
0.79% less ownership
Funds ownership: 43.9% → 43.11% (-0.79%)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$873K |
| 2 |
LPL Financial
San Diego,
California
|
+$192K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$24.7K |
| 4 |
Morgan Stanley
New York
|
+$7.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$249K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.03M | +$192K | +4,468 | +11% |
|
|
2
Morgan Stanley
New York
| $1.7M | +$7.26K | +169 | +0.4% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.54M | +$873K | +20,318 | +137% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $248K | +$24.7K | +574 | +11% |
|
|
AIG
5
American International Group
New York
| $57.6K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $57K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$249K | -5,857 | Closed |
|
|
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$3 | -80 | Closed |
|
KBWP Hedge Fund Activity: Q1 2015 in Review
8 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2015, worth a combined $5.66M — up 21% from $4.66M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of KBWP and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, adding an estimated $873K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $249K sold.
- 8 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2015, down from 10 in Q4 2014.
- Funds reported $5.66M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2015, up 21% quarter-over-quarter.
- 0 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2015 and 2 closed out, a net change of -2 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2015 was Susquehanna International Group, an estimated $873K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2015 was Royal Bank of Canada, an estimated $249K sold.
Based on aggregated 13F filings for Q1 2015.