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Invesco KBW Property & Casualty Insurance ETF

27 hedge funds and large institutions have $37.8M invested in Invesco KBW Property & Casualty Insurance ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

8% more funds holding

Funds holding: 2527 (+2)

4% more capital invested

Capital invested by funds: $36.4M → $37.8M (+$1.47M)

0.75% more ownership

Funds ownership: 43.6%44.35% (+0.75%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.22M +$945K +16,663 +13%
UBS Group
2
UBS Group
Switzerland
$7.05M +$823K +14,523 +13%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.33M +$265K +4,677 +7%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$4.21M +$71.9K +1,269 +2%
LPL Financial
5
LPL Financial
California
$3.23M -$432K -7,627 -12%
Jane Street
6
Jane Street
New York
$2.51M +$629K +11,091 +34%
Bank of America
7
Bank of America
North Carolina
$1.98M -$662K -11,672 -25%
RJA
8
Raymond James & Associates
Florida
$1.79M +$733K +12,936 +70%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.14M -$161K -2,847 -12%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$787K -$725K -12,784 -48%
Ameriprise
11
Ameriprise
Minnesota
$678K -$304K -5,371 -31%
VF
12
Virtu Financial
New York
$608K +$605K +10,675 New
MFBTD
13
MB Financial Bank - Trust Department
Illinois
$485K
AG
14
Advisor Group
Arizona
$371K +$42.7K +753 +13%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$173K +$62.6K +1,104 +57%
Wells Fargo
16
Wells Fargo
California
$97K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$42K -$8.22K -145 -16%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$36K
VNA
19
Valley National Advisers
Pennsylvania
$27K +$6.97K +123 +36%
PA
20
Parallel Advisors
California
$18K +$18.4K +324 New
TRCT
21
Tower Research Capital (TRC)
New York
$16K +$15.6K +275 New
CHC
22
City Holding Co
West Virginia
$10K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$10K +$9.98K +176 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$7K
Creative Planning
25
Creative Planning
Kansas
$6K +$5.67K +100 New

KBWP Hedge Fund Activity: Q1 2017 in Review

27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2017, worth a combined $37.8M — up 4% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KBWP positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $945K. The largest seller was Janney Capital Management, exiting entirely with an estimated $901K sold.

  • 27 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2017, up from 25 in Q4 2016.
  • Funds reported $37.8M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2017, up 4% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2017 was Morgan Stanley, an estimated $945K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2017 was Janney Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2017.