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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

60 hedge funds and large institutions have $200M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
21
Closed
4
Calls
$205K
Puts
$22K
Net Calls
+$183K
Net Calls Change
+$183K

Top Buyers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$114M
2
FGA
2
Fortis Group Advisors
New Jersey
$8.28M
3
KWM
3
Kingsview Wealth Management
Oregon
$6.63M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.3M
5
RJA
5
Raymond James & Associates
Florida
$3.32M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.66M
2
Ameriprise
2
Ameriprise
Minnesota
$4.53M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.58M
4
MMH
4
Menora Mivtachim Holdings
Israel
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$114M +$70M +650,000 +160%
LPL Financial
2
LPL Financial
California
$17.6M +$38.9K +361 +0.2%
FGA
3
Fortis Group Advisors
New Jersey
$8.28M +$8.28M +76,811 New
MA
4
Mutual Advisors
Nebraska
$8.26M -$75K -696 -0.9%
KWM
5
Kingsview Wealth Management
Oregon
$6.63M +$5.33M +49,492 +412%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.58M -$988K -9,172 -18%
Ameriprise
7
Ameriprise
Minnesota
$4.53M -$1.8M -16,688 -28%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M -$3.58M -33,229 -49%
RJA
9
Raymond James & Associates
Florida
$3.32M +$1.1M +10,198 +49%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.3M +$2.3M +21,346 New
Bank of America
11
Bank of America
North Carolina
$2.08M +$145K +1,350 +8%
FFN
12
Focus Financial Network
Minnesota
$1.89M -$22.8K -224 -1%
SEA
13
Stegent Equity Advisors
Texas
$1.73M -$519K -4,814 -23%
DC
14
Davenport & Co
Virginia
$1.63M -$3.13K -29 -0.2%
FEM
15
Fulcrum Equity Management
Texas
$1.44M +$28.7K +266 +2%
Goldman Sachs
16
Goldman Sachs
New York
$1.38M -$581K -5,394 -30%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.3M +$112K +1,041 +9%
PCA
18
Prosperity Capital Advisors
Ohio
$1.29M +$321K +2,979 +33%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.2M +$927K +8,600 +344%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.11M +$536K +4,973 +93%
NP
21
Nilsine Partners
Colorado
$1.02M -$335K -3,107 -25%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$953K +$26.3K +244 +3%
PAG
23
Private Advisor Group
New Jersey
$939K +$939K +8,712 New
AWM
24
Axxcess Wealth Management
California
$920K +$920K +8,537 New
CAN
25
Cetera Advisor Networks
California
$860K +$860K +7,983 New
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