We are live on ! Find out more
KBWP icon

Invesco KBW Property & Casualty Insurance ETF

26 hedge funds and large institutions have $22.2M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $18M → $22.2M (+$4.24M)

0.13% more ownership

Funds ownership: 12.56%12.69% (+0.13%)

4% less funds holding

Funds holding: 2726 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.85M +$4.31M +73,904 +156%
Morgan Stanley
2
Morgan Stanley
New York
$2.87M +$76.3K +1,310 +3%
Citadel Advisors
3
Citadel Advisors
Florida
$2.84M +$2.26M +38,817 +339%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M +$2.52M +43,178 New
Goldman Sachs
5
Goldman Sachs
New York
$1.2M -$320K -5,500 -21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.17M +$75.2K +1,290 +7%
CAN
7
Cetera Advisor Networks
California
$903K +$184K +3,158 +25%
FFN
8
Focus Financial Network
Minnesota
$830K -$103K -1,776 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$476K +$33.6K +576 +7%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$373K
UBS Group
11
UBS Group
Switzerland
$334K +$201K +3,458 +140%
RFN
12
RDA Financial Network
Iowa
$321K -$14.6K -250 -4%
IWM
13
IHT Wealth Management
Illinois
$273K
VI
14
Vestcor Inc
New Brunswick, Canada
$271K
FTUS
15
Flow Traders U.S.
New York
$201K +$208K +3,573 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$178K -$2.19M -37,644 -92%
Wells Fargo
17
Wells Fargo
California
$134K +$39K +670 +39%
CFGS
18
Concourse Financial Group Securities
Alabama
$127K -$729K -12,505 -85%
AF
19
Advisornet Financial
Minnesota
$109K +$583 +10 +0.5%
Bank of America
20
Bank of America
North Carolina
$99K +$5.01K +86 +5%
IA
21
IFP Advisors
Florida
$69K
SJIM
22
St. Johns Investment Management
Florida
$60K
SPIA
23
Steward Partners Investment Advisory
New York
$34K +$35K +600 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$21K +$58 +1 +0.3%
CFO
25
CVA Family Office
Colorado
$20K +$5.83K +100 +40%

KBWP Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2020, worth a combined $22.2M — up 24% from $18M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of KBWP and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $4.31M. The largest seller was Royal Bank of Canada, cutting an estimated $2.19M.

  • 26 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2020, down from 27 in Q2 2020.
  • Funds reported $22.2M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2020 was LPL Financial, an estimated $4.31M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2020.