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Invesco KBW Property & Casualty Insurance ETF

34 hedge funds and large institutions have $41.7M invested in Invesco KBW Property & Casualty Insurance ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $37.9M → $41.7M (+$3.75M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.54% less ownership

Funds ownership: 39.94%36.39% (-3.5%)

13% less funds holding

Funds holding: 3934 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
15
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Niemann Capital Management
Nevada
$10.4M -$182K -2,533 -2%
MA
2
Mutual Advisors
Nebraska
$6.94M +$131K +1,829 +2%
Morgan Stanley
3
Morgan Stanley
New York
$4.21M +$307K +4,272 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.02M +$2.35M +32,699 +399%
LPL Financial
5
LPL Financial
California
$2.96M -$97.8K -1,360 -3%
CFGS
6
Concourse Financial Group Securities
Alabama
$2.67M +$348K +4,836 +15%
Jane Street
7
Jane Street
New York
$2.21M +$600K +8,342 +39%
FFN
8
Focus Financial Network
Minnesota
$1.22M +$25.7K +358 +2%
Bank of America
9
Bank of America
North Carolina
$1.17M +$87.9K +1,223 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.15M +$225K +3,134 +25%
UBS Group
11
UBS Group
Switzerland
$1.11M +$618K +8,600 +135%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$754K +$405K +5,632 +123%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$658K +$330K +4,595 +107%
CI
14
CAZ Investments
Texas
$447K
Ameriprise
15
Ameriprise
Minnesota
$426K -$127K -1,773 -24%
AWM
16
AE Wealth Management
Kansas
$346K +$336K +4,675 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$298K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$294K -$121K -1,685 -30%
RFN
19
RDA Financial Network
Iowa
$272K
NA
20
NewEdge Advisors
Louisiana
$246K +$22.4K +311 +10%
AG
21
Advisor Group
Arizona
$228K -$1.94K -27 -0.9%
FGAM
22
Financial Gravity Asset Management
Texas
$208K +$54.2K +754 +37%
Wells Fargo
23
Wells Fargo
California
$136K +$9.85K +137 +8%
IA
24
IFP Advisors
Florida
$90K +$87.7K +1,220 New
SJIM
25
St. Johns Investment Management
Florida
$63K

KBWP Hedge Fund Activity: Q3 2019 in Review

34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2019, worth a combined $41.7M — up 9.9% from $37.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KBWP and 4 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 15 added.

The largest buyer was Envestnet Asset Management, adding an estimated $2.35M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.44M sold.

  • 34 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2019, down from 39 in Q2 2019.
  • Funds reported $41.7M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2019, up 9.9% quarter-over-quarter.
  • 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2019 and 9 closed out, a net change of -5 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $2.35M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2019.