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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

57 hedge funds and large institutions have $205M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$21.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
KWM
3
Kingsview Wealth Management
Oregon
$579K
4
EH
4
Equitable Holdings
New York
$511K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.31M

Top Sellers

1
MMH
1
Menora Mivtachim Holdings
Israel
$76.7M
2
PS
2
Portfolio Strategies
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$2.52M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.49M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.97M
Name Market Value Shares Shares
Change 		Shares
Change %
MMH
1
Menora Mivtachim Holdings
Israel
$76.7M 937,350 -575,000 -38%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$33.2M 405,000 – –
HighTower Advisors
3
HighTower Advisors
Illinois
$21.8M 266,103 +8,141 +3%
LPL Financial
4
LPL Financial
California
$12.3M 150,187 -15,354 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.15M 99,569 +7,437 +8%
Morgan Stanley
6
Morgan Stanley
New York
$7.97M 97,332 -26,097 -21%
Ameriprise
7
Ameriprise
Minnesota
$6.7M 81,548 -5,789 -7%
MA
8
Mutual Advisors
Nebraska
$6.59M 80,489 +1,309 +2%
Bank of America
9
Bank of America
North Carolina
$2.52M 30,738 -43,965 -59%
RJA
10
Raymond James & Associates
Florida
$2.39M 29,157 +319 +1%
Truist Financial
11
Truist Financial
North Carolina
$2.06M 25,181 +155 +0.6%
SEA
12
Stegent Equity Advisors
Texas
$1.92M 23,471 -18,460 -44%
FFN
13
Focus Financial Network
Minnesota
$1.62M 19,821 +1,027 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.56M 19,055 +1,230 +7%
UBS Group
15
UBS Group
Switzerland
$1.56M 18,999 +4,539 +31%
Goldman Sachs
16
Goldman Sachs
New York
$1.49M 18,193 -41,375 -69%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.47M 18,011 -5,620 -24%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.31M 15,954 +4,992 +46%
NP
19
Nilsine Partners
Colorado
$1.28M 15,596 -398 -2%
DC
20
Davenport & Co
Virginia
$1.11M 13,595 +885 +7%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.04M 12,726 +213 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.04M 12,691 -1,194 -9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$835K 10,194 +2,469 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$743K 9,078 -2,493 -22%
KWM
25
Kingsview Wealth Management
Oregon
$579K 7,077 +7,077 New
1
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