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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

74 hedge funds and large institutions have $287M invested in Invesco KBW Property & Casualty Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.8M
2
KWM
2
Kingsview Wealth Management
Oregon
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
BWM
4
Buska Wealth Management
Wisconsin
$2.12M
5
FEM
5
Fulcrum Equity Management
Texas
$1.81M

Top Sellers

1
MMH
1
Menora Mivtachim Holdings
Israel
$0
2
FNC
2
First National Corp
Massachusetts
$4.32M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.95M
5
AWM
5
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$130M – – –
HighTower Advisors
2
HighTower Advisors
Illinois
$22.8M +$297K +2,560 +1%
LPL Financial
3
LPL Financial
California
$20.8M +$5M +43,052 +32%
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M +$14.3M +122,815 New
Morgan Stanley
5
Morgan Stanley
New York
$12.6M +$2.25M +19,383 +22%
KWM
6
Kingsview Wealth Management
Oregon
$11.3M +$4.47M +38,537 +66%
MA
7
Mutual Advisors
Nebraska
$8.09M -$68.4K -590 -0.8%
Bank of America
8
Bank of America
North Carolina
$7.53M +$1.04M +8,952 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.42M -$40.6K -350 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$4.77M -$992K -8,558 -17%
FNC
11
First National Corp
Massachusetts
$4.32M -$7.06M -60,831 -62%
Truist Financial
12
Truist Financial
North Carolina
$2.94M +$17.5K +151 +0.6%
UBS Group
13
UBS Group
Switzerland
$2.33M +$1.33M +11,452 +133%
FFN
14
Focus Financial Network
Minnesota
$2.28M -$52.6K -453 -2%
BWM
15
Buska Wealth Management
Wisconsin
$2.12M +$2.12M +18,280 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.11M +$355K +3,058 +20%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.95M -$1.16M -10,000 -37%
DC
18
Davenport & Co
Virginia
$1.89M +$21.2K +183 +1%
SEA
19
Stegent Equity Advisors
Texas
$1.88M +$212K +1,827 +13%
FEM
20
Fulcrum Equity Management
Texas
$1.81M +$1.81M +15,553 New
NP
21
Nilsine Partners
Colorado
$1.76M -$10.2K -88 -0.6%
PWA
22
PCG Wealth Advisors
Kansas
$1.63M +$1.63M +14,085 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.54M +$1.54M +13,293 New
Goldman Sachs
24
Goldman Sachs
New York
$1.36M +$13.5K +116 +1%
FTS
25
Fifth Third Securities
Ohio
$1.34M +$698K +6,017 +108%
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