Invesco KBW Property & Casualty Insurance ETF
KBWP
10 hedge funds and large institutions have $5.34M invested in Invesco KBW Property & Casualty Insurance ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 8 → 10 (+2)
3.5% less ownership
Funds ownership: 43.11% → 39.61% (-3.5%)
6% less capital invested
Capital invested by funds: $5.66M → $5.34M (-$324K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$155K |
| 2 |
Morgan Stanley
New York
|
+$137K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$135K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$871K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$18.3K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13.1K |
| 4 |
AIG
American International Group
New York
|
-$4.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.29M | +$155K | +3,529 | +8% |
|
|
2
Morgan Stanley
New York
| $1.86M | +$137K | +3,136 | +8% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $675K | -$871K | -19,872 | -57% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $232K | -$18.3K | -418 | -7% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $135K | +$135K | +3,073 | New |
|
|
AIG
6
American International Group
New York
| $53.7K | -$4.38K | -100 | -8% |
|
|
7
Wells Fargo
San Francisco,
California
| $44K | -$13.1K | -300 | -23% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $27K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $19K | +$19.2K | +438 | New |
|
KBWP Hedge Fund Activity: Q2 2015 in Review
10 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2015, worth a combined $5.34M — down 5.7% from $5.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KBWP positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $155K. The largest seller was Susquehanna International Group, cutting an estimated $871K.
- 10 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2015, up from 8 in Q1 2015.
- Funds reported $5.34M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2015, down 5.7% quarter-over-quarter.
- 2 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2015 and 0 closed out, a net change of +2 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2015 was LPL Financial, an estimated $155K added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2015 was Susquehanna International Group, an estimated $871K sold.
Based on aggregated 13F filings for Q2 2015.