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Invesco KBW Property & Casualty Insurance ETF

29 hedge funds and large institutions have $24.9M invested in Invesco KBW Property & Casualty Insurance ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 28.89%32.71% (+3.8%)

2% more capital invested

Capital invested by funds: $24.5M → $24.9M (+$405K)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.54M -$1.24M -15,810 -19%
Morgan Stanley
2
Morgan Stanley
New York
$3.67M +$107K +1,365 +3%
MA
3
Mutual Advisors
Nebraska
$3.5M +$481K +6,114 +16%
AWS
4
AJ Wealth Strategies
New York
$2.27M +$485K +6,174 +28%
SEA
5
Stegent Equity Advisors
Texas
$2.23M +$2.2M +28,005 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.91M -$349K -4,437 -16%
VWA
7
V Wealth Advisors
Kansas
$994K -$13K -165 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$863K +$597K +7,593 +235%
Osaic Holdings
9
Osaic Holdings
Arizona
$678K +$18.3K +233 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$507K -$614K -7,811 -55%
RFN
11
RDA Financial Network
Iowa
$475K
Citadel Advisors
12
Citadel Advisors
Florida
$417K -$120K -1,527 -23%
VI
13
Vestcor Inc
New Brunswick, Canada
$360K
Goldman Sachs
14
Goldman Sachs
New York
$357K -$155K -1,975 -31%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$322K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$225K -$8.88K -113 -4%
Bank of America
17
Bank of America
North Carolina
$126K +$393 +5 +0.3%
AF
18
Advisornet Financial
Minnesota
$117K +$865 +11 +0.8%
SJIM
19
St. Johns Investment Management
Florida
$85K
PCMC
20
Paragon Capital Management (Colorado)
Colorado
$80K +$78.6K +1,000 New
APA
21
American Portfolios Advisors
New York
$20.8K +$3.14K +40 +18%
CFO
22
CVA Family Office
Colorado
$20K -$7.86K -100 -29%
JAWM
23
J. Arnold Wealth Management
Ohio
$18K +$17.9K +228 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16K -$352K -4,475 -96%
CFA
25
Carroll Financial Associates
North Carolina
$16K

KBWP Hedge Fund Activity: Q4 2021 in Review

29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2021, worth a combined $24.9M — up 1.7% from $24.5M a quarter earlier.

Fund positioning in KBWP was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $597K. The largest seller was LPL Financial, cutting an estimated $1.24M.

  • 29 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $24.9M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
  • 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2021 and 4 closed out, a net change of 0 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $597K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2021 was LPL Financial, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2021.