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Invesco KBW Property & Casualty Insurance ETF

40 hedge funds and large institutions have $67.9M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4140 (-1)

7% less capital invested

Capital invested by funds: $72.8M → $67.9M (-$4.86M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

27.59% less ownership

Funds ownership: 51.58%23.99% (-28%)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M +$3.25M +41,761 +24%
LPL Financial
2
LPL Financial
California
$8.29M -$174K -2,244 -2%
Morgan Stanley
3
Morgan Stanley
New York
$8.14M -$453K -5,833 -5%
Ameriprise
4
Ameriprise
Minnesota
$5.34M -$423K -5,437 -7%
MA
5
Mutual Advisors
Nebraska
$5.05M +$433K +5,564 +9%
Bank of America
6
Bank of America
North Carolina
$2.61M +$202K +2,603 +8%
RJA
7
Raymond James & Associates
Florida
$2.39M +$91.9K +1,182 +4%
AWS
8
AJ Wealth Strategies
New York
$2.1M
Truist Financial
9
Truist Financial
North Carolina
$1.97M +$65.5K +842 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.86M +$1.13M +14,503 +134%
UBS Group
11
UBS Group
Switzerland
$1.7M -$167K -2,146 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.47M -$471K -6,064 -23%
FFN
13
Focus Financial Network
Minnesota
$1.36M +$14.8K +191 +1%
SEA
14
Stegent Equity Advisors
Texas
$1.33M -$155K -1,997 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.28M -$322K -4,137 -19%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.25M -$847K -10,898 -39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$945K +$234K +3,013 +31%
VWA
18
V Wealth Advisors
Kansas
$732K -$190K -2,445 -20%
Osaic Holdings
19
Osaic Holdings
Arizona
$657K +$7.7K +99 +1%
PAG
20
Private Advisor Group
New Jersey
$620K +$238K +3,066 +57%
RFN
21
RDA Financial Network
Iowa
$438K
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$419K +$443K +5,701 New
MML Investors Services
23
MML Investors Services
Massachusetts
$402K +$42.8K +551 +11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$311K -$7K -90 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$311K +$42.4K +545 +15%

KBWP Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2022, worth a combined $67.9M — down 6.7% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of KBWP and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was HighTower Advisors, adding an estimated $3.25M. The largest seller was Susquehanna International Group, cutting an estimated $847K.

  • 40 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $67.9M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2022, down 6.7% quarter-over-quarter.
  • 4 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2022 was HighTower Advisors, an estimated $3.25M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2022 was Susquehanna International Group, an estimated $847K sold.

Based on aggregated 13F filings for Q3 2022.