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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

44 hedge funds and large institutions have $79.3M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 17 closing their positions.

Holders
44
Holders Change
-13
Holders Change %
-22.81%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$1.03M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.03M
3
TSS
3
Two Sigma Securities
New York
$276K
4
KWM
4
Kingsview Wealth Management
Oregon
$732K
5
TRCT
5
Tower Research Capital (TRC)
New York
$122K

Top Sellers

1
MMH
1
Menora Mivtachim Holdings
Israel
$673K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$729K
4
LPL Financial
4
LPL Financial
California
$7.15M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$34.1M 405,000 – –
LPL Financial
2
LPL Financial
California
$7.15M 84,976 -65,211 -43%
MA
3
Mutual Advisors
Nebraska
$6.55M 77,886 -2,603 -3%
Ameriprise
4
Ameriprise
Minnesota
$4.61M 54,826 -26,722 -33%
SAS
5
SMI Advisory Services
Indiana
$3.83M 43,434 +43,434 New
Morgan Stanley
6
Morgan Stanley
New York
$2.95M 35,045 -62,287 -64%
SEA
7
Stegent Equity Advisors
Texas
$1.91M 22,650 -821 -3%
FFN
8
Focus Financial Network
Minnesota
$1.63M 19,383 -438 -2%
Bank of America
9
Bank of America
North Carolina
$1.56M 18,604 -12,134 -39%
Goldman Sachs
10
Goldman Sachs
New York
$1.53M 18,193 – –
NP
11
Nilsine Partners
Colorado
$1.32M 15,746 +150 +1%
DC
12
Davenport & Co
Virginia
$1.13M 13,422 -173 -1%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.05M 12,437 -3,517 -22%
EH
14
Equitable Holdings
New York
$1.03M 12,283 +6,044 +97%
Citadel Advisors
15
Citadel Advisors
Florida
$1.03M 12,262 +5,192 +73%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$741K 8,807 -271 -3%
KWM
17
Kingsview Wealth Management
Oregon
$732K 8,702 +1,625 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$729K 8,670 -90,899 -91%
MMH
19
Menora Mivtachim Holdings
Israel
$673K 8,000 -929,350 -99%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$521K 6,191 -4,003 -39%
RFN
21
RDA Financial Network
Iowa
$450K 5,350 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$424K 5,036 -7,655 -60%
RJA
23
Raymond James & Associates
Florida
$396K 4,712 -24,445 -84%
CFG
24
Carr Financial Group
Massachusetts
$356K 4,007 -338 -8%
AAS
25
Ameritas Advisory Services
Nebraska
$334K 3,788 +648 +21%
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