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Invesco KBW Property & Casualty Insurance ETF

41 hedge funds and large institutions have $72.8M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $60.4M → $72.8M (+$12.4M)

14% more funds holding

Funds holding: 3641 (+5)

0.98% less ownership

Funds ownership: 52.55%51.58% (-0.98%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$13.9M +$232K +2,786 +2%
Morgan Stanley
2
Morgan Stanley
New York
$9.45M +$4.7M +56,429 +94%
LPL Financial
3
LPL Financial
California
$9.32M +$865K +10,396 +10%
Ameriprise
4
Ameriprise
Minnesota
$6.33M +$4.24M +50,942 +188%
MA
5
Mutual Advisors
Nebraska
$5.12M +$763K +9,163 +17%
Bank of America
6
Bank of America
North Carolina
$2.66M +$1.82M +21,867 +200%
RJA
7
Raymond James & Associates
Florida
$2.54M -$188K -2,264 -7%
AWS
8
AJ Wealth Strategies
New York
$2.31M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.27M +$1.91M +22,998 +464%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.11M +$543K +6,520 +33%
Truist Financial
11
Truist Financial
North Carolina
$2.1M +$2.15M +25,892 New
UBS Group
12
UBS Group
Switzerland
$2.04M +$447K +5,372 +27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.75M -$209K -2,517 -10%
SEA
14
Stegent Equity Advisors
Texas
$1.63M -$476K -5,721 -22%
FFN
15
Focus Financial Network
Minnesota
$1.48M +$73.2K +880 +5%
VWA
16
V Wealth Advisors
Kansas
$1.01M -$2.58K -31 -0.2%
Citadel Advisors
17
Citadel Advisors
Florida
$878K +$900K +10,819 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$797K +$710K +8,526 +656%
Osaic Holdings
19
Osaic Holdings
Arizona
$718K +$64.8K +779 +10%
AWA
20
Acorn Wealth Advisors
Michigan
$616K +$632K +7,588 New
RFN
21
RDA Financial Network
Iowa
$483K
PAG
22
Private Advisor Group
New Jersey
$435K +$30.5K +367 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
$399K +$211K +2,530 +106%
VI
24
Vestcor Inc
New Brunswick, Canada
$368K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$350K +$8.74K +105 +2%

KBWP Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2022, worth a combined $72.8M — up 21% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBWP positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.28M.

  • 41 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2022, up from 36 in Q1 2022.
  • Funds reported $72.8M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2022, up 21% quarter-over-quarter.
  • 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2022 and 2 closed out, a net change of +5 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2022 was Morgan Stanley, an estimated $4.7M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2022.