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Invesco KBW Property & Casualty Insurance ETF

35 hedge funds and large institutions have $25.6M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.9% more ownership

Funds ownership: 36.54%40.43% (+3.9%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less funds holding

Funds holding: 3735 (-2)

30% less capital invested

Capital invested by funds: $36.5M → $25.6M (-$11M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.75M +$458K +6,897 +11%
Morgan Stanley
2
Morgan Stanley
New York
$2.6M -$845K -12,713 -21%
Citadel Advisors
3
Citadel Advisors
Florida
$2.23M +$2.78M +41,888 New
Jane Street
4
Jane Street
New York
$1.86M +$1.21M +18,179 +108%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.86M +$2.06M +30,935 +782%
LPL Financial
6
LPL Financial
California
$1.85M -$370K -5,575 -14%
CFGS
7
Concourse Financial Group Securities
Alabama
$1.66M -$256K -3,851 -11%
MA
8
Mutual Advisors
Nebraska
$1.49M -$4.27M -64,247 -70%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.23M +$481K +7,244 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.15M -$1.16M -17,460 -45%
Goldman Sachs
11
Goldman Sachs
New York
$1.13M +$1.41M +21,239 New
FFN
12
Focus Financial Network
Minnesota
$858K -$27.4K -413 -2%
AWM
13
AE Wealth Management
Kansas
$697K +$215K +3,231 +33%
SS
14
Simplicity Solutions
Minnesota
$641K +$318K +4,789 +66%
Osaic Holdings
15
Osaic Holdings
Arizona
$421K +$3.5M +52,616 New
VWA
16
V Wealth Advisors
Kansas
$387K +$484K +7,289 New
IWM
17
IHT Wealth Management
Illinois
$258K +$322K +4,850 New
VI
18
Vestcor Inc
New Brunswick, Canada
$255K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$205K -$54.8K -825 -18%
RFN
20
RDA Financial Network
Iowa
$203K
UBS Group
21
UBS Group
Switzerland
$181K -$794K -11,948 -78%
CI
22
CAZ Investments
Texas
$161K -$201K -3,023 -50%
AF
23
Advisornet Financial
Minnesota
$112K +$731 +11 +0.5%
Wells Fargo
24
Wells Fargo
California
$91K -$9.04K -136 -7%
TRCT
25
Tower Research Capital (TRC)
New York
$70K +$87.6K +1,319 New

KBWP Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2020, worth a combined $25.6M — down 30% from $36.5M a quarter earlier.

Fund positioning in KBWP was balanced in Q1 2020: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.78M. The largest seller was Mutual Advisors, cutting an estimated $4.27M.

  • 35 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2020, down from 37 in Q4 2019.
  • Funds reported $25.6M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2020, down 30% quarter-over-quarter.
  • 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2020 and 7 closed out, a net change of 0 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2020 was Citadel Advisors, an estimated $2.78M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2020 was Mutual Advisors, an estimated $4.27M sold.

Based on aggregated 13F filings for Q1 2020.