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Invesco KBW Property & Casualty Insurance ETF

25 hedge funds and large institutions have $20M invested in Invesco KBW Property & Casualty Insurance ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

8% more capital invested

Capital invested by funds: $18.5M → $20M (+$1.44M)

0.79% more ownership

Funds ownership: 29.06%29.85% (+0.79%)

19% less funds holding

Funds holding: 3125 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
25
Holders Change
-6
Holders Change %
-19.35%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
3
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.99M +$890K +14,198 +22%
MA
2
Mutual Advisors
Nebraska
$4.87M +$1.28M +20,389 +36%
Jane Street
3
Jane Street
New York
$2.95M +$928K +14,810 +47%
LPL Financial
4
LPL Financial
California
$2.67M -$259K -4,133 -9%
CFGS
5
Concourse Financial Group Securities
Alabama
$1.22M +$1.2M +19,124 New
UBS Group
6
UBS Group
Switzerland
$768K +$67.9K +1,084 +10%
MFBTD
7
MB Financial Bank - Trust Department
Illinois
$542K
Bank of America
8
Bank of America
North Carolina
$502K +$940 +15 +0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$385K +$86.4K +1,378 +30%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$244K +$239K +3,821 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$225K -$15.4K -246 -7%
AG
12
Advisor Group
Arizona
$120K -$1.38K -22 -1%
Wells Fargo
13
Wells Fargo
California
$114K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$100K +$7.27K +116 +8%
IA
15
IFP Advisors
Florida
$78K +$43.3K +691 +131%
SJIM
16
St. Johns Investment Management
Florida
$54K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$35K +$125 +2 +0.4%
SWM
18
SeaCrest Wealth Management
New York
$28K
OIA
19
Optimum Investment Advisors
Illinois
$26K
Citigroup
20
Citigroup
New York
$23K
PA
21
Parallel Advisors
California
$20K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$15K +$12.2K +195 +488%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$3.06K +$3.01K +48 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$2K
Citadel Advisors
25
Citadel Advisors
Florida
-$1.27M -21,290 Closed

KBWP Hedge Fund Activity: Q3 2018 in Review

25 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2018, worth a combined $20M — up 7.8% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KBWP and 3 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was Mutual Advisors, adding an estimated $1.28M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.27M sold.

  • 25 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2018, down from 31 in Q2 2018.
  • Funds reported $20M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2018, up 7.8% quarter-over-quarter.
  • 3 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2018 and 9 closed out, a net change of -6 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2018 was Mutual Advisors, an estimated $1.28M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2018 was Citadel Advisors, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.