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Invesco KBW Property & Casualty Insurance ETF

45 hedge funds and large institutions have $103M invested in Invesco KBW Property & Casualty Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

52% more capital invested

Capital invested by funds: $67.9M → $103M (+$35.3M)

13% more funds holding

Funds holding: 4045 (+5)

5.89% more ownership

Funds ownership: 23.99%29.87% (+5.9%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$18.9M +$556K +6,648 +3%
Ameriprise
2
Ameriprise
Minnesota
$11.4M +$4.96M +59,307 +82%
LPL Financial
3
LPL Financial
California
$11.1M +$1.33M +15,956 +14%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M +$636K +7,608 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.01M +$7.67M +91,812 +715%
MA
6
Mutual Advisors
Nebraska
$6.63M +$697K +8,341 +12%
Bank of America
7
Bank of America
North Carolina
$5.89M +$2.76M +33,036 +93%
Goldman Sachs
8
Goldman Sachs
New York
$4.99M +$4.85M +57,987 New
SEA
9
Stegent Equity Advisors
Texas
$2.61M +$1.02M +12,223 +67%
RJA
10
Raymond James & Associates
Florida
$2.58M -$208K -2,493 -8%
AWS
11
AJ Wealth Strategies
New York
$2.45M
Truist Financial
12
Truist Financial
North Carolina
$2.14M -$158K -1,891 -7%
UBS Group
13
UBS Group
Switzerland
$1.9M -$85K -1,017 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.85M +$124K +1,488 +7%
FFN
15
Focus Financial Network
Minnesota
$1.57M -$15.3K -183 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.23M -$261K -3,125 -18%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$947K +$443K +5,299 +93%
CFG
18
Carr Financial Group
Massachusetts
$796K +$773K +9,247 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$764K -$684K -8,182 -48%
Osaic Holdings
20
Osaic Holdings
Arizona
$716K -$52K -622 -7%
VWA
21
V Wealth Advisors
Kansas
$658K -$194K -2,317 -23%
Citadel Advisors
22
Citadel Advisors
Florida
$566K -$1.57M -18,741 -74%
MML Investors Services
23
MML Investors Services
Massachusetts
$516K +$43.8K +524 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$479K +$112K +1,344 +32%
RFN
25
RDA Financial Network
Iowa
$460K -$50.2K -600 -10%

KBWP Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2022, worth a combined $103M — up 52% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBWP positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7.67M. The largest seller was Citadel Advisors, cutting an estimated $1.57M.

  • 45 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $103M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2022, up 52% quarter-over-quarter.
  • 7 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $7.67M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2022.