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Invesco KBW Property & Casualty Insurance ETF
KBWP

29 hedge funds and large institutions have $24.5M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $21.4M → $24.5M (+$3.07M)

4% more ownership

Funds ownership: 24.88% → 28.89% (+4%)

4% more funds holding

Funds holding: 28 → 29 (+1)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.26M
2
MA
Mutual Advisors
Nebraska
+$839K
3
AWS
AJ Wealth Strategies
New York
+$658K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$617K
5
Goldman Sachs
Goldman Sachs
New York
+$502K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$975K
2
CFGS
Concourse Financial Group Securities
Alabama
-$104K
3
Bank of America
Bank of America
North Carolina
-$22.3K
4
Morgan Stanley
Morgan Stanley
New York
-$19.9K
5
Wells Fargo
Wells Fargo
California
-$19.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.48M +$1.26M +16,149 +23%
Morgan Stanley
2
Morgan Stanley
New York
$3.4M -$19.9K -256 -0.6%
MA
3
Mutual Advisors
Nebraska
$2.87M +$839K +10,776 +40%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.16M +$74.6K +958 +3%
AWS
5
AJ Wealth Strategies
New York
$1.7M +$658K +8,455 +61%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.08M +$617K +7,929 +126%
VWA
7
V Wealth Advisors
Kansas
$961K +$8.72K +112 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$628K +$73.7K +946 +13%
Citadel Advisors
9
Citadel Advisors
Florida
$514K -$975K -12,528 -65%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508K +$20.5K +263 +4%
Goldman Sachs
11
Goldman Sachs
New York
$490K +$502K +6,445 New
RFN
12
RDA Financial Network
Iowa
$452K – – –
MWM
13
MinichMacGregor Wealth Management
New York
$407K -$1.32K -17 -0.3%
FTUS
14
Flow Traders U.S.
New York
$388K +$127K +1,637 +47%
IWM
15
IHT Wealth Management
Illinois
$371K +$2.65K +34 +0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$355K -$12.3K -158 -3%
VI
17
Vestcor Inc
New Brunswick, Canada
$344K – – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$300K – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$246K +$13.7K +176 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$223K -$6.15K -79 -3%
UBS Group
21
UBS Group
Switzerland
$208K +$200K +2,573 +1,569%
Bank of America
22
Bank of America
North Carolina
$119K -$22.3K -286 -15%
AF
23
Advisornet Financial
Minnesota
$111K +$623 +8 +0.6%
SJIM
24
St. Johns Investment Management
Florida
$81K – – –
CFO
25
CVA Family Office
Colorado
$20K – – –
1
2

KBWP Hedge Fund Activity: Q3 2021 in Review

29 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2021, worth a combined $24.5M — up 14% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new KBWP positions and 0 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Citadel Advisors, cutting an estimated $975K.

  • 29 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2021, up from 28 in Q2 2021.
  • Funds reported $24.5M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 1 fund opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2021 was LPL Financial, an estimated $1.26M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2021 was Citadel Advisors, an estimated $975K sold.

Based on aggregated 13F filings for Q3 2021.