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Invesco KBW Property & Casualty Insurance ETF

39 hedge funds and large institutions have $37.9M invested in Invesco KBW Property & Casualty Insurance ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

98% more capital invested

Capital invested by funds: $19.2M → $37.9M (+$18.8M)

30% more funds holding

Funds holding: 3039 (+9)

8.94% more ownership

Funds ownership: 31%39.94% (+8.9%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
13
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Niemann Capital Management
Nevada
$10.3M +$9.56M +142,875 New
MA
2
Mutual Advisors
Nebraska
$6.42M +$226K +3,383 +4%
Morgan Stanley
3
Morgan Stanley
New York
$3.68M +$1.61M +23,989 +83%
LPL Financial
4
LPL Financial
California
$2.89M +$22.8K +341 +0.8%
CFGS
5
Concourse Financial Group Securities
Alabama
$2.18M +$642K +9,594 +44%
Jane Street
6
Jane Street
New York
$1.5M +$484K +7,237 +51%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.44M +$1.37M +20,533 New
FFN
8
Focus Financial Network
Minnesota
$1.12M +$26.7K +399 +3%
CF
9
Centaurus Financial
California
$1.04M +$996K +14,877 New
Bank of America
10
Bank of America
North Carolina
$1.02M +$479K +7,159 +96%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$862K +$121K +1,801 +17%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$594K +$569K +8,504 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$572K +$549K +8,196 New
Ameriprise
14
Ameriprise
Minnesota
$526K +$504K +7,535 New
UBS Group
15
UBS Group
Switzerland
$446K +$10.2K +153 +2%
CI
16
CAZ Investments
Texas
$422K +$405K +6,046 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$395K +$313K +4,678 +478%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$319K -$316K -4,715 -51%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$301K +$65.7K +982 +30%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$282K +$271K +4,045 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$280K -$7.3K -109 -3%
RFN
22
RDA Financial Network
Iowa
$275K
AG
23
Advisor Group
Arizona
$218K +$123K +1,841 +143%
NA
24
NewEdge Advisors
Louisiana
$211K +$202K +3,020 New
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$203K +$195K +2,909 New

KBWP Hedge Fund Activity: Q2 2019 in Review

39 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2019, worth a combined $37.9M — up 98% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KBWP positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $9.56M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.4M sold.

  • 39 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2019, up from 30 in Q1 2019.
  • Funds reported $37.9M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2019, up 98% quarter-over-quarter.
  • 15 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2019 and 5 closed out, a net change of +10 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2019 was Niemann Capital Management, an estimated $9.56M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2019 was Citadel Advisors, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2019.