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Invesco KBW Property & Casualty Insurance ETF

36 hedge funds and large institutions have $60.4M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more capital invested

Capital invested by funds: $24.9M → $60.4M (+$35.5M)

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

24% more funds holding

Funds holding: 2936 (+7)

19.84% more ownership

Funds ownership: 32.71%52.55% (+20%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M +$13.8M +168,305 New
LPL Financial
2
LPL Financial
California
$9.1M +$2.88M +35,039 +50%
Morgan Stanley
3
Morgan Stanley
New York
$5.23M +$1.15M +14,043 +31%
MA
4
Mutual Advisors
Nebraska
$4.7M +$821K +10,000 +23%
RJA
5
Raymond James & Associates
Florida
$2.92M +$2.76M +33,573 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.71M +$2.55M +31,066 New
AWS
7
AJ Wealth Strategies
New York
$2.48M
Ameriprise
8
Ameriprise
Minnesota
$2.36M +$2.23M +27,143 New
SEA
9
Stegent Equity Advisors
Texas
$2.25M -$177K -2,160 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.1M +$15.4K +188 +0.8%
UBS Group
11
UBS Group
Switzerland
$1.73M +$1.62M +19,781 +56,517%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.7M +$714K +8,693 +80%
FFN
13
Focus Financial Network
Minnesota
$1.51M +$1.43M +17,391 New
VWA
14
V Wealth Advisors
Kansas
$1.08M -$2.22K -27 -0.2%
Bank of America
15
Bank of America
North Carolina
$954K +$771K +9,391 +599%
Osaic Holdings
16
Osaic Holdings
Arizona
$702K -$33.2K -405 -5%
RFN
17
RDA Financial Network
Iowa
$518K
PAG
18
Private Advisor Group
New Jersey
$435K +$410K +4,991 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$432K -$117K -1,430 -22%
VI
20
Vestcor Inc
New Brunswick, Canada
$395K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$366K +$345K +4,207 New
MWM
22
MinichMacGregor Wealth Management
New York
$328K +$309K +3,769 New
AWS
23
Atria Wealth Solutions
New York
$277K +$261K +3,179 New
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$265K +$250K +3,050 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$256K +$10.3K +125 +4%

KBWP Hedge Fund Activity: Q1 2022 in Review

36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2022, worth a combined $60.4M — up 143% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KBWP positions and 6 closed out — a net gain of 8 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $13.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $417K sold.

  • 36 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $60.4M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2022, up 143% quarter-over-quarter.
  • 14 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2022 and 6 closed out, a net change of +8 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2022 was HighTower Advisors, an estimated $13.8M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2022 was Citadel Advisors, an estimated $417K sold.

Based on aggregated 13F filings for Q1 2022.