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Invesco KBW Property & Casualty Insurance ETF

28 hedge funds and large institutions have $21.4M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.72% more ownership

Funds ownership: 8.16%24.88% (+17%)

6% more capital invested

Capital invested by funds: $20.2M → $21.4M (+$1.21M)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.27M +$202K +2,587 +4%
Morgan Stanley
2
Morgan Stanley
New York
$3.42M +$190K +2,439 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.09M +$166K +2,136 +8%
MA
4
Mutual Advisors
Nebraska
$2.06M +$344K +4,414 +20%
Citadel Advisors
5
Citadel Advisors
Florida
$1.47M +$822K +10,551 +121%
AWS
6
AJ Wealth Strategies
New York
$1.06M +$563K +7,223 +109%
VWA
7
V Wealth Advisors
Kansas
$956K -$7.64K -98 -0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$556K -$1.01M -12,909 -64%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$489K +$62.9K +807 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$478K
RFN
11
RDA Financial Network
Iowa
$454K
MWM
12
MinichMacGregor Wealth Management
New York
$410K +$419K +5,379 New
IWM
13
IHT Wealth Management
Illinois
$370K -$378K -4,850 -50%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$368K -$6.31K -81 -2%
VI
15
Vestcor Inc
New Brunswick, Canada
$346K
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$322K
FTUS
17
Flow Traders U.S.
New York
$264K +$270K +3,464 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$233K +$701 +9 +0.3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$229K -$4.91K -63 -2%
Bank of America
20
Bank of America
North Carolina
$141K +$7.4K +95 +5%
CFGS
21
Concourse Financial Group Securities
Alabama
$111K -$48.5K -623 -30%
AF
22
Advisornet Financial
Minnesota
$111K -$39.4K -505 -26%
SJIM
23
St. Johns Investment Management
Florida
$81K
CFO
24
CVA Family Office
Colorado
$27K
Wells Fargo
25
Wells Fargo
California
$19K -$23.4K -300 -55%

KBWP Hedge Fund Activity: Q2 2021 in Review

28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2021, worth a combined $21.4M — up 6% from $20.2M a quarter earlier.

Fund positioning in KBWP was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $822K. The largest seller was Osaic Holdings, cutting an estimated $1.01M.

  • 28 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $21.4M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2021, up 6% quarter-over-quarter.
  • 2 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2021 was Citadel Advisors, an estimated $822K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2021 was Osaic Holdings, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2021.