KBWP icon

Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

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
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.68M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.08M
4
RJA
4
Raymond James & Associates
Florida
$1.87M
5
FEM
5
Fulcrum Equity Management
Texas
$1.19M

Top Sellers

1
SAS
1
SMI Advisory Services
Indiana
$0
2
EH
2
Equitable Holdings
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
NP
5
Nilsine Partners
Colorado
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$36.7M – – –
LPL Financial
2
LPL Financial
California
$14.8M +$7.06M +77,998 +92%
MA
3
Mutual Advisors
Nebraska
$7M -$46.5K -514 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$6.08M +$2.91M +32,151 +92%
Ameriprise
5
Ameriprise
Minnesota
$5.31M +$352K +3,890 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.68M +$3.89M +43,000 +496%
SEA
7
Stegent Equity Advisors
Texas
$1.89M -$159K -1,753 -8%
RJA
8
Raymond James & Associates
Florida
$1.87M +$1.44M +15,946 +338%
FFN
9
Focus Financial Network
Minnesota
$1.7M -$56.3K -622 -3%
Goldman Sachs
10
Goldman Sachs
New York
$1.65M – – –
Bank of America
11
Bank of America
North Carolina
$1.62M -$59.5K -657 -4%
DC
12
Davenport & Co
Virginia
$1.37M +$159K +1,752 +13%
FEM
13
Fulcrum Equity Management
Texas
$1.19M +$1.19M +13,115 New
NP
14
Nilsine Partners
Colorado
$1.14M -$289K -3,195 -20%
KWM
15
Kingsview Wealth Management
Oregon
$1.09M +$299K +3,301 +38%
MML Investors Services
16
MML Investors Services
Massachusetts
$995K -$131K -1,444 -12%
PCA
17
Prosperity Capital Advisors
Ohio
$816K +$816K +9,019 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$808K +$808K +8,927 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$779K -$18.6K -205 -2%
MMH
20
Menora Mivtachim Holdings
Israel
$724K – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$549K -$11K -122 -2%
RFN
22
RDA Financial Network
Iowa
$484K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$483K +$27.1K +299 +6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$481K +$481K +5,304 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$426K +$426K +4,702 New
1
2 3