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Invesco KBW Property & Casualty Insurance ETF

60 hedge funds and large institutions have $184M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 6060 (0)

8% less capital invested

Capital invested by funds: $200M → $184M (-$15.9M)

18.23% less ownership

Funds ownership: 78.47%60.25% (-18%)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$108M
LPL Financial
2
LPL Financial
California
$15.9M -$825K -7,903 -5%
MA
3
Mutual Advisors
Nebraska
$8.12M -$98K -939 -1%
KWM
4
Kingsview Wealth Management
Oregon
$5.92M -$383K -3,667 -6%
FGA
5
Fortis Group Advisors
New Jersey
$5.59M -$2.33M -22,283 -29%
Ameriprise
6
Ameriprise
Minnesota
$4.85M +$557K +5,337 +13%
Bank of America
7
Bank of America
North Carolina
$4.56M +$2.63M +25,230 +131%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.55M +$197K +1,885 +4%
Morgan Stanley
9
Morgan Stanley
New York
$2.82M -$675K -6,467 -19%
Goldman Sachs
10
Goldman Sachs
New York
$2.12M +$822K +7,876 +62%
FFN
11
Focus Financial Network
Minnesota
$2.07M +$59.1K +566 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$1.93M +$1.97M +18,842 New
DC
13
Davenport & Co
Virginia
$1.58M +$32.2K +309 +2%
SEA
14
Stegent Equity Advisors
Texas
$1.57M -$79.7K -764 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.28M +$149K +1,431 +13%
FEM
16
Fulcrum Equity Management
Texas
$1.22M -$156K -1,495 -11%
AWM
17
Axxcess Wealth Management
California
$1.12M +$253K +2,423 +28%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.04M -$194K -1,855 -15%
NP
19
Nilsine Partners
Colorado
$926K -$42.7K -409 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$792K -$116K -1,116 -13%
FTS
21
Fifth Third Securities
Ohio
$767K +$781K +7,488 New
Osaic Holdings
22
Osaic Holdings
Arizona
$695K -$368K -3,522 -34%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$654K +$199K +1,906 +43%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$615K +$11.5K +110 +2%
RFN
25
RDA Financial Network
Iowa
$548K

KBWP Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q2 2024, worth a combined $184M — down 7.9% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBWP positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $2.63M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.32M sold.

  • 60 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $184M of Invesco KBW Property & Casualty Insurance ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 11 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q2 2024 was Bank of America, an estimated $2.63M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q2 2024 was Raymond James & Associates, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2024.