We are live on ! Find out more
KBWP icon

Invesco KBW Property & Casualty Insurance ETF

52 hedge funds and large institutions have $98.7M invested in Invesco KBW Property & Casualty Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $79.3M → $98.7M (+$19.4M)

18% more funds holding

Funds holding: 4452 (+8)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

2.97% less ownership

Funds ownership: 53.43%50.46% (-3%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
14
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$36.7M
LPL Financial
2
LPL Financial
California
$14.8M +$6.91M +77,998 +92%
MA
3
Mutual Advisors
Nebraska
$7M -$45.5K -514 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$6.08M +$2.85M +32,151 +92%
Ameriprise
5
Ameriprise
Minnesota
$5.31M +$345K +3,890 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.68M +$3.81M +43,000 +496%
SEA
7
Stegent Equity Advisors
Texas
$1.89M -$155K -1,753 -8%
RJA
8
Raymond James & Associates
Florida
$1.87M +$1.41M +15,946 +338%
FFN
9
Focus Financial Network
Minnesota
$1.7M -$55.1K -622 -3%
Goldman Sachs
10
Goldman Sachs
New York
$1.65M
Bank of America
11
Bank of America
North Carolina
$1.62M -$58.2K -657 -4%
DC
12
Davenport & Co
Virginia
$1.37M +$155K +1,752 +13%
FEM
13
Fulcrum Equity Management
Texas
$1.19M +$1.16M +13,115 New
NP
14
Nilsine Partners
Colorado
$1.14M -$283K -3,195 -20%
KWM
15
Kingsview Wealth Management
Oregon
$1.09M +$292K +3,301 +38%
MML Investors Services
16
MML Investors Services
Massachusetts
$995K -$128K -1,444 -12%
PCA
17
Prosperity Capital Advisors
Ohio
$816K +$799K +9,019 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$808K +$791K +8,927 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$779K -$18.2K -205 -2%
MMH
20
Menora Mivtachim Holdings
Israel
$724K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$549K -$10.8K -122 -2%
RFN
22
RDA Financial Network
Iowa
$484K
Osaic Holdings
23
Osaic Holdings
Arizona
$483K +$26.5K +299 +6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$481K +$470K +5,304 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$426K +$417K +4,702 New

KBWP Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2023, worth a combined $98.7M — up 24% from $79.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KBWP positions and 9 closed out — a net gain of 9 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.91M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $3.83M sold.

  • 52 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $98.7M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 18 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2023 was LPL Financial, an estimated $6.91M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2023 was SMI Advisory Services, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2023.