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Invesco KBW Property & Casualty Insurance ETF

27 hedge funds and large institutions have $18M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

23% less funds holding

Funds holding: 3527 (-8)

27.88% less ownership

Funds ownership: 40.43%12.56% (-28%)

30% less capital invested

Capital invested by funds: $25.6M → $18M (-$7.6M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
27
Holders Change
-8
Holders Change %
-22.86%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.77M +$30.8K +571 +1%
LPL Financial
2
LPL Financial
California
$2.66M +$684K +12,677 +36%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.29M +$1.04M +19,232 +89%
Goldman Sachs
4
Goldman Sachs
New York
$1.5M +$297K +5,500 +26%
MA
5
Mutual Advisors
Nebraska
$1.48M -$89.6K -1,660 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.09M -$194K -3,590 -16%
FFN
7
Focus Financial Network
Minnesota
$925K +$19K +352 +2%
CFGS
8
Concourse Financial Group Securities
Alabama
$828K -$888K -16,441 -53%
CAN
9
Cetera Advisor Networks
California
$721K +$694K +12,862 New
Citadel Advisors
10
Citadel Advisors
Florida
$648K -$1.64M -30,423 -73%
VWA
11
V Wealth Advisors
Kansas
$610K +$194K +3,590 +49%
Jane Street
12
Jane Street
New York
$490K -$1.42M -26,297 -75%
Osaic Holdings
13
Osaic Holdings
Arizona
$442K -$2.42M -44,752 -85%
RFN
14
RDA Financial Network
Iowa
$334K +$115K +2,125 +56%
IWM
15
IHT Wealth Management
Illinois
$272K
VI
16
Vestcor Inc
New Brunswick, Canada
$271K
UBS Group
17
UBS Group
Switzerland
$138K -$50.1K -928 -27%
AF
18
Advisornet Financial
Minnesota
$108K -$9.5K -176 -8%
Wells Fargo
19
Wells Fargo
California
$96K
Bank of America
20
Bank of America
North Carolina
$93K -$3.72M -68,975 -98%
IA
21
IFP Advisors
Florida
$67K
SJIM
22
St. Johns Investment Management
Florida
$59K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$21K +$108 +2 +0.5%
CFO
24
CVA Family Office
Colorado
$14K
TRCT
25
Tower Research Capital (TRC)
New York
$12K -$59.9K -1,109 -84%

KBWP Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2020, worth a combined $18M — down 30% from $25.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KBWP and 1 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.04M. The largest seller was Bank of America, cutting an estimated $3.72M.

  • 27 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2020, down from 35 in Q1 2020.
  • Funds reported $18M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 1 fund opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2020 and 9 closed out, a net change of -8 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.04M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2020 was Bank of America, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2020.