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Invesco KBW Property & Casualty Insurance ETF

30 hedge funds and large institutions have $19.2M invested in Invesco KBW Property & Casualty Insurance ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $15.4M → $19.2M (+$3.8M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

11% more funds holding

Funds holding: 2730 (+3)

3.84% more ownership

Funds ownership: 27.16%31% (+3.8%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$5.49M +$484K +7,971 +10%
LPL Financial
2
LPL Financial
California
$2.54M -$77.7K -1,280 -3%
Citadel Advisors
3
Citadel Advisors
Florida
$2.4M +$1.83M +30,147 +352%
Morgan Stanley
4
Morgan Stanley
New York
$1.78M -$1.58M -26,076 -48%
CFGS
5
Concourse Financial Group Securities
Alabama
$1.34M -$1.27K -21 -0.1%
FFN
6
Focus Financial Network
Minnesota
$971K +$953K +15,693 New
Jane Street
7
Jane Street
New York
$885K +$321K +5,291 +59%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$653K +$143K +2,362 +29%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$574K +$564K +9,280 New
MFBTD
10
MB Financial Bank - Trust Department
Illinois
$526K
Bank of America
11
Bank of America
North Carolina
$461K -$9.66K -159 -2%
UBS Group
12
UBS Group
Switzerland
$386K -$205K -3,373 -35%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$255K +$18.6K +307 +8%
RFN
14
RDA Financial Network
Iowa
$243K +$232K +3,825 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$206K -$13.6K -224 -6%
Wells Fargo
16
Wells Fargo
California
$106K +$61 +1 +0.1%
AG
17
Advisor Group
Arizona
$79K +$10.2K +168 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$60K -$35.5K -584 -37%
SJIM
19
St. Johns Investment Management
Florida
$53K
RCAG
20
Rehmann Capital Advisory Group
Michigan
$30.4K +$29.9K +492 New
VCM
21
Vigilant Capital Management
Maine
$29K
SWM
22
SeaCrest Wealth Management
New York
$27K
OIA
23
Optimum Investment Advisors
Illinois
$25K
Citigroup
24
Citigroup
New York
$22K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$22K +$121 +2 +0.6%

KBWP Hedge Fund Activity: Q1 2019 in Review

30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2019, worth a combined $19.2M — up 25% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBWP positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.83M. The largest seller was Morgan Stanley, cutting an estimated $1.58M.

  • 30 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2019, up from 27 in Q4 2018.
  • Funds reported $19.2M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2019 and 4 closed out, a net change of +3 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2019 was Citadel Advisors, an estimated $1.83M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2019 was Morgan Stanley, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2019.