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Invesco KBW Property & Casualty Insurance ETF

28 hedge funds and large institutions have $20.2M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2628 (+2)

0.88% less ownership

Funds ownership: 9.04%8.16% (-0.88%)

18% less capital invested

Capital invested by funds: $24.5M → $20.2M (-$4.32M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.99M -$4.44M -62,559 -48%
Morgan Stanley
2
Morgan Stanley
New York
$3.19M -$569K -8,012 -16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.9M +$193K +2,711 +12%
MA
4
Mutual Advisors
Nebraska
$1.7M +$377K +5,309 +31%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.52M +$942K +13,257 +191%
VWA
6
V Wealth Advisors
Kansas
$946K -$19.2K -271 -2%
IWM
7
IHT Wealth Management
Illinois
$728K +$344K +4,850 +100%
Citadel Advisors
8
Citadel Advisors
Florida
$653K +$404K +5,686 +185%
AWS
9
AJ Wealth Strategies
New York
$499K +$181K +2,548 +62%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$468K +$445K +6,269 New
RFN
11
RDA Financial Network
Iowa
$447K
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K +$398K +5,605 New
Citigroup
13
Citigroup
New York
$373K +$355K +5,000 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$369K -$1.27M -17,931 -78%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$343K
VI
16
Vestcor Inc
New Brunswick, Canada
$338K -$19K -268 -6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$231K +$218K +3,073 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$228K +$216K +3,043 New
UBS Group
19
UBS Group
Switzerland
$199K +$170K +2,394 +946%
CFGS
20
Concourse Financial Group Securities
Alabama
$156K -$8.66K -122 -6%
AF
21
Advisornet Financial
Minnesota
$147K +$781 +11 +0.6%
Bank of America
22
Bank of America
North Carolina
$132K +$6.11K +86 +5%
SJIM
23
St. Johns Investment Management
Florida
$79K
Wells Fargo
24
Wells Fargo
California
$41K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$28K +$142 +2 +0.5%

KBWP Hedge Fund Activity: Q1 2021 in Review

28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2021, worth a combined $20.2M — down 18% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KBWP positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $942K. The largest seller was LPL Financial, cutting an estimated $4.44M.

  • 28 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2021, up from 26 in Q4 2020.
  • Funds reported $20.2M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2021, down 18% quarter-over-quarter.
  • 6 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2021 and 4 closed out, a net change of +2 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2021 was Osaic Holdings, an estimated $942K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2021 was LPL Financial, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2021.