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Invesco KBW Property & Casualty Insurance ETF

29 hedge funds and large institutions have $39M invested in Invesco KBW Property & Casualty Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 2729 (+2)

3% more capital invested

Capital invested by funds: $37.8M → $39M (+$1.13M)

7.1% less ownership

Funds ownership: 44.35%37.25% (-7.1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.46M +$72.4K +1,270 +0.9%
UBS Group
2
UBS Group
Switzerland
$7.46M +$258K +4,529 +4%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$4.74M +$380K +6,660 +9%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.57M +$157K +2,751 +4%
LPL Financial
5
LPL Financial
California
$3.06M -$252K -4,419 -8%
RJA
6
Raymond James & Associates
Florida
$1.85M +$26.5K +465 +1%
Bank of America
7
Bank of America
North Carolina
$1.74M -$269K -4,724 -14%
Jane Street
8
Jane Street
New York
$1.64M -$898K -15,748 -36%
Goldman Sachs
9
Goldman Sachs
New York
$1.55M +$1.52M +26,724 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$793K -$9.01K -158 -1%
Ameriprise
11
Ameriprise
Minnesota
$554K -$134K -2,352 -20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$553K -$599K -10,512 -52%
MFBTD
13
MB Financial Bank - Trust Department
Illinois
$494K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$345K +$339K +5,944 New
BRWA
15
B. Riley Wealth Advisors
Florida
$306K +$300K +5,261 New
AG
16
Advisor Group
Arizona
$269K -$108K -1,886 -29%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$169K -$6.33K -111 -4%
NFG
18
Next Financial Group
Texas
$137K +$134K +2,356 New
Wells Fargo
19
Wells Fargo
California
$99K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$42K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$36K
VNA
22
Valley National Advisers
Pennsylvania
$27K
PA
23
Parallel Advisors
California
$19K +$57 +1 +0.3%
JP Morgan Chase
24
JP Morgan Chase
New York
$15K +$14.3K +250 New
NA
25
NewEdge Advisors
Louisiana
$13.8K +$13.5K +236 New

KBWP Hedge Fund Activity: Q2 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2017, worth a combined $39M — up 3% from $37.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KBWP positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.52M. The largest seller was Jane Street, cutting an estimated $898K.

  • 29 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2017, up from 27 in Q1 2017.
  • Funds reported $39M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2017, up 3% quarter-over-quarter.
  • 6 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2017 and 4 closed out, a net change of +2 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2017 was Goldman Sachs, an estimated $1.52M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2017 was Jane Street, an estimated $898K sold.

Based on aggregated 13F filings for Q2 2017.