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Invesco KBW Property & Casualty Insurance ETF

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.62% less ownership

Funds ownership: 72.05%53.43% (-19%)

24% less funds holding

Funds holding: 5844 (-14)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

61% less capital invested

Capital invested by funds: $205M → $79.3M (-$126M)

72% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 18

Holders
44
Holders Change
-14
Holders Change %
-24.14%
% 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
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$34.1M
LPL Financial
2
LPL Financial
California
$7.15M -$5.44M -65,211 -43%
MA
3
Mutual Advisors
Nebraska
$6.55M -$217K -2,603 -3%
Ameriprise
4
Ameriprise
Minnesota
$4.61M -$2.23M -26,722 -33%
SAS
5
SMI Advisory Services
Indiana
$3.83M +$3.62M +43,434 New
Morgan Stanley
6
Morgan Stanley
New York
$2.95M -$5.19M -62,287 -64%
SEA
7
Stegent Equity Advisors
Texas
$1.91M -$68.5K -821 -3%
FFN
8
Focus Financial Network
Minnesota
$1.63M -$36.5K -438 -2%
Bank of America
9
Bank of America
North Carolina
$1.56M -$1.01M -12,134 -39%
Goldman Sachs
10
Goldman Sachs
New York
$1.53M
NP
11
Nilsine Partners
Colorado
$1.32M +$12.5K +150 +1%
DC
12
Davenport & Co
Virginia
$1.13M -$14.4K -173 -1%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.05M -$293K -3,517 -22%
EH
14
Equitable Holdings
New York
$1.03M +$504K +6,044 +97%
Citadel Advisors
15
Citadel Advisors
Florida
$1.03M +$433K +5,192 +73%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$741K -$22.6K -271 -3%
KWM
17
Kingsview Wealth Management
Oregon
$732K +$135K +1,625 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$729K -$7.58M -90,899 -91%
MMH
19
Menora Mivtachim Holdings
Israel
$673K -$77.5M -929,350 -99%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$521K -$334K -4,003 -39%
RFN
21
RDA Financial Network
Iowa
$450K
Osaic Holdings
22
Osaic Holdings
Arizona
$424K -$638K -7,655 -60%
RJA
23
Raymond James & Associates
Florida
$396K -$2.04M -24,445 -84%
CFG
24
Carr Financial Group
Massachusetts
$356K -$28.2K -338 -8%
AAS
25
Ameritas Advisory Services
Nebraska
$334K +$54K +648 +21%

KBWP Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2023, worth a combined $79.3M — down 61% from $205M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of KBWP and 5 opened new positions — a net loss of 13 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Equitable Holdings, adding an estimated $504K. The largest seller was Menora Mivtachim Holdings, cutting an estimated $77.5M.

  • 44 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $79.3M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2023, down 61% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2023 and 18 closed out, a net change of -13 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2023 was Equitable Holdings, an estimated $504K added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2023 was Menora Mivtachim Holdings, an estimated $77.5M sold.

Based on aggregated 13F filings for Q3 2023.