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Invesco KBW Property & Casualty Insurance ETF

26 hedge funds and large institutions have $24.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $22.2M → $24.5M (+$2.3M)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.65% less ownership

Funds ownership: 12.69%9.04% (-3.7%)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.81M +$485K +7,657 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.45M -$20.8K -328 -0.6%
OIM
3
Orca Investment Management
Oregon
$2.58M +$2.39M +37,711 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.56M +$1.25M +19,675 +620%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.54M +$112K +1,770 +9%
MA
6
Mutual Advisors
Nebraska
$1.18M +$1.09M +17,293 New
FFN
7
Focus Financial Network
Minnesota
$1.01M +$4.62K +73 +0.5%
VWA
8
V Wealth Advisors
Kansas
$880K +$815K +12,883 New
Osaic Holdings
9
Osaic Holdings
Arizona
$474K -$94.4K -1,491 -18%
FTUS
10
Flow Traders U.S.
New York
$451K +$192K +3,027 +85%
RFN
11
RDA Financial Network
Iowa
$406K +$15.8K +250 +4%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$370K
IWM
13
IHT Wealth Management
Illinois
$331K
VI
14
Vestcor Inc
New Brunswick, Canada
$328K
AWS
15
AJ Wealth Strategies
New York
$280K +$260K +4,103 New
Citadel Advisors
16
Citadel Advisors
Florida
$210K -$2.99M -47,212 -94%
CFGS
17
Concourse Financial Group Securities
Alabama
$150K -$3.8K -60 -3%
AF
18
Advisornet Financial
Minnesota
$133K +$443 +7 +0.4%
Bank of America
19
Bank of America
North Carolina
$114K -$4.62K -73 -4%
SJIM
20
St. Johns Investment Management
Florida
$72K
SPIA
21
Steward Partners Investment Advisory
New York
$41K
Wells Fargo
22
Wells Fargo
California
$38K -$116K -1,826 -77%
CFO
23
CVA Family Office
Colorado
$38K +$12.7K +200 +57%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25K +$190 +3 +0.8%
UBS Group
25
UBS Group
Switzerland
$17K -$359K -5,671 -96%

KBWP Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2020, worth a combined $24.5M — up 10% from $22.2M a quarter earlier.

Fund positioning in KBWP was balanced in Q4 2020: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.25M. The largest seller was Citadel Advisors, cutting an estimated $2.99M.

  • 26 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $24.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2020 and 5 closed out, a net change of 0 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.25M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2020.