Invesco KBW Property & Casualty Insurance ETF
KBWP
77 hedge funds and large institutions have $290M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
13% more funds holding
Funds holding: 68 → 77 (+9)
9.92% less ownership
Funds ownership: 73.87% → 63.96% (-9.9%)
67% less capital inflows, than outflows
Capital inflows: $46.4M | Capital outflows: $141M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.11M |
| 2 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.57M |
| 3 |
Morgan Stanley
New York
|
+$2.3M |
| 4 |
Buska Wealth Management
Wausau,
Wisconsin
|
+$2.17M |
| 5 |
Fulcrum Equity Management
Plano,
Texas
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$124M |
| 2 |
First National Corp
Rockland,
Massachusetts
|
-$7.22M |
| 3 |
Freedom Investment Management
Hartford,
Connecticut
|
-$2.73M |
| 4 |
Two Sigma Investments
New York
|
-$1.19M |
| 5 |
Axxcess Wealth Management
Carlsbad,
California
|
-$1.08M |
KBWP Hedge Fund Activity: Q4 2024 in Review
77 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2024, worth a combined $290M — down 26% from $395M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new KBWP positions and 9 closed out — a net gain of 13 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.11M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $124M sold.
- 77 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $290M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2024, down 26% quarter-over-quarter.
- 22 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2024 and 9 closed out, a net change of +13 holders.
- The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2024 was LPL Financial, an estimated $5.11M added.
- The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2024 was Menora Mivtachim Holdings, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2024.