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Invesco KBW Property & Casualty Insurance ETF
KBWP

36 hedge funds and large institutions have $35.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

33% more funds holding

Funds holding: 27 → 36 (+9)

19% more capital invested

Capital invested by funds: $30M → $35.5M (+$5.58M)

3.88% more ownership

Funds ownership: 31.31% → 35.19% (+3.9%)

Holders
36
Holders Change
+9
Holders Change %
+33.33%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$817K
2
Morgan Stanley
Morgan Stanley
New York
+$755K
3
SG Americas Securities
SG Americas Securities
New York
+$296K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$219K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$190K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$785K
2
Goldman Sachs
Goldman Sachs
New York
-$279K
3
SJIM
St. Johns Investment Management
Florida
-$53.6K
4
AG
Advisor Group
Arizona
-$38.5K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.61M +$755K +12,689 +10%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.93M +$152K +2,546 +3%
UBS Group
3
UBS Group
Switzerland
$4.43M +$166K +2,792 +4%
LPL Financial
4
LPL Financial
California
$3.14M +$5.24K +88 +0.2%
MA
5
Mutual Advisors
Nebraska
$2.76M +$2.76M +46,431 New
RJA
6
Raymond James & Associates
Florida
$2.71M +$145K +2,443 +6%
Jane Street
7
Jane Street
New York
$2.18M +$817K +13,722 +60%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.17M +$190K +3,193 +19%
Goldman Sachs
9
Goldman Sachs
New York
$1.11M -$279K -4,686 -20%
Bank of America
10
Bank of America
North Carolina
$1.06M -$785K -13,197 -43%
MFBTD
11
MB Financial Bank - Trust Department
Illinois
$505K – – –
BRWA
12
B. Riley Wealth Advisors
Florida
$477K +$55.5K +932 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$381K +$132K +2,217 +53%
CAN
14
Cetera Advisor Networks
California
$326K +$34.3K +577 +12%
SG Americas Securities
15
SG Americas Securities
New York
$296K +$296K +4,974 New
Ameriprise
16
Ameriprise
Minnesota
$252K -$4.7K -79 -2%
AG
17
Advisor Group
Arizona
$228K -$38.5K -647 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$219K +$219K +3,688 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$185K +$12K +202 +7%
Wells Fargo
20
Wells Fargo
California
$114K +$7.79K +131 +7%
APA
21
American Portfolios Advisors
New York
$97K +$97.2K +1,633 New
SJIM
22
St. Johns Investment Management
Florida
$50K -$53.6K -900 -51%
SWP
23
Stratos Wealth Partners
Ohio
$46K +$46.4K +780 New
SWM
24
SeaCrest Wealth Management
New York
$42K +$42.2K +710 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$40K +$20.7K +348 +106%
1
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KBWP Hedge Fund Activity: Q4 2017 in Review

36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2017, worth a combined $35.5M — up 19% from $30M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWP positions and 0 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $817K. The largest seller was Bank of America, cutting an estimated $785K.

  • 36 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $35.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 9 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2017 and 0 closed out, a net change of +9 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2017 was Jane Street, an estimated $817K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2017 was Bank of America, an estimated $785K sold.

Based on aggregated 13F filings for Q4 2017.