Invesco KBW Property & Casualty Insurance ETF
KBWP
37 hedge funds and large institutions have $36.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
9% more funds holding
Funds holding: 34 → 37 (+3)
0.14% more ownership
Funds ownership: 36.39% → 36.54% (+0.14%)
12% less capital invested
Capital invested by funds: $41.7M → $36.5M (-$5.17M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.49M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$652K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$516K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$7.44M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.26M |
| 3 |
Jane Street
New York
|
-$923K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$426K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$391K |
KBWP Hedge Fund Activity: Q4 2019 in Review
37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2019, worth a combined $36.5M — down 12% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KBWP positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $3.4M. The largest seller was Niemann Capital Management, cutting an estimated $7.44M.
- 37 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2019, up from 34 in Q3 2019.
- Funds reported $36.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2019, down 12% quarter-over-quarter.
- 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2019 was Bank of America, an estimated $3.4M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2019 was Niemann Capital Management, an estimated $7.44M sold.
Based on aggregated 13F filings for Q4 2019.