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Invesco KBW Property & Casualty Insurance ETF

25 hedge funds and large institutions have $36.4M invested in Invesco KBW Property & Casualty Insurance ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

32% more capital invested

Capital invested by funds: $27.7M → $36.4M (+$8.72M)

19% more funds holding

Funds holding: 2125 (+4)

1.95% less ownership

Funds ownership: 45.56%43.6% (-2%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.1M +$2.58M +48,981 +62%
UBS Group
2
UBS Group
Switzerland
$6.08M +$328K +6,217 +6%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$4.09M +$721K +13,689 +23%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.97M +$143K +2,709 +4%
LPL Financial
5
LPL Financial
California
$3.58M +$320K +6,065 +10%
Bank of America
6
Bank of America
North Carolina
$2.58M +$520K +9,874 +27%
Jane Street
7
Jane Street
New York
$1.83M -$299K -5,681 -15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.48M -$467K -8,870 -25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M +$718K +13,632 +147%
RJA
10
Raymond James & Associates
Florida
$1.03M +$402K +7,620 +70%
Ameriprise
11
Ameriprise
Minnesota
$960K +$10.5K +199 +1%
JCM
12
Janney Capital Management
Pennsylvania
$901K -$67.3K -1,277 -7%
MFBTD
13
MB Financial Bank - Trust Department
Illinois
$473K +$448K +8,504 New
AG
14
Advisor Group
Arizona
$320K +$6.01K +114 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$234K +$222K +4,214 New
MFS
16
MSI Financial Services
Massachusetts
$147K +$139K +2,637 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$107K -$21.1K -400 -17%
Wells Fargo
18
Wells Fargo
California
$95K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$49K -$56.9K -1,079 -55%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$35K +$2K +38 +6%
VNA
21
Valley National Advisers
Pennsylvania
$19K +$11.4K +216 +166%
CHC
22
City Holding Co
West Virginia
$10K +$9.12K +173 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$7K +$6.27K +119 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$2K
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
-$15K -300 Closed

KBWP Hedge Fund Activity: Q4 2016 in Review

25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2016, worth a combined $36.4M — up 32% from $27.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KBWP positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.58M. The largest seller was Susquehanna International Group, cutting an estimated $467K.

  • 25 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2016, up from 21 in Q3 2016.
  • Funds reported $36.4M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2016, up 32% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2016 and 1 closed out, a net change of +4 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2016 was Morgan Stanley, an estimated $2.58M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2016 was Susquehanna International Group, an estimated $467K sold.

Based on aggregated 13F filings for Q4 2016.