Invesco KBW Property & Casualty Insurance ETF
KBWP
67 hedge funds and large institutions have $394M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 10 closing their positions.
114% more capital invested
Capital invested by funds: $184M → $394M (+$209M)
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
13.5% more ownership
Funds ownership: 60.25% → 73.75% (+14%)
12% more funds holding
Funds holding: 60 → 67 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$118M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$21.2M |
| 3 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$10.7M |
| 4 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$6.85M |
| 5 |
Morgan Stanley
New York
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$5.78M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.93M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$1.22M |
| 5 |
Goldman Sachs
New York
|
-$994K |
KBWP Hedge Fund Activity: Q3 2024 in Review
67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q3 2024, worth a combined $394M — up 114% from $184M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new KBWP positions and 10 closed out — a net gain of 7 holders — while 28 added to existing stakes and 16 trimmed.
The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $118M. The largest seller was Fortis Group Advisors, cutting an estimated $5.78M.
- 67 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q3 2024, up from 60 in Q2 2024.
- Funds reported $394M of Invesco KBW Property & Casualty Insurance ETF stock for Q3 2024, up 114% quarter-over-quarter.
- 17 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q3 2024 was Menora Mivtachim Holdings, an estimated $118M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q3 2024 was Fortis Group Advisors, an estimated $5.78M sold.
Based on aggregated 13F filings for Q3 2024.