Invesco KBW Property & Casualty Insurance ETF
KBWP
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.
832% more call options, than puts
Call options by funds: $205K | Put options by funds: $22K
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
103% more capital invested
Capital invested by funds: $98.7M → $200M (+$102M)
28.01% more ownership
Funds ownership: 50.46% → 78.47% (+28%)
15% more funds holding
Funds holding: 52 → 60 (+8)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$64.7M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$7.65M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.93M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.13M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.66M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$913K |
| 4 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$724K |
| 5 |
Goldman Sachs
New York
|
-$537K |
KBWP Hedge Fund Activity: Q1 2024 in Review
60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2024, worth a combined $200M — up 103% from $98.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWP positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 21 trimmed.
The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $64.7M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.
- 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2024, up from 52 in Q4 2023.
- Funds reported $200M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2024, up 103% quarter-over-quarter.
- 12 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2024 was Harel Insurance Investments & Financial Services, an estimated $64.7M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.31M sold.
Based on aggregated 13F filings for Q1 2024.