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Invesco KBW Property & Casualty Insurance ETF
KBWP

61 hedge funds and large institutions have $241M invested in Invesco KBW Property & Casualty Insurance ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3.96% less ownership

Funds ownership: 63.4% → 59.43% (-4%)

16% less capital invested

Capital invested by funds: $288M → $241M (-$46.8M)

19% less funds holding

Funds holding: 75 → 61 (-14)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
61
Holders Change
-14
Holders Change %
-18.67%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
20
Reduced
22
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.55M
2
PCA
Prosperity Capital Advisors
Ohio
+$1.53M
3
SEA
Stegent Equity Advisors
Texas
+$1.02M
4
AAS
Avantax Advisory Services
Texas
+$966K
5
BAM
Belpointe Asset Management
Nevada
+$493K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$22.7M
2
Raymond James Financial
Raymond James Financial
Florida
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$8.85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.67M
5
Bank of America
Bank of America
North Carolina
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$139M – – –
LPL Financial
2
LPL Financial
California
$21.9M -$387K -3,320 -2%
KWM
3
Kingsview Wealth Management
Oregon
$12M -$43.3K -371 -0.4%
MA
4
Mutual Advisors
Nebraska
$8.41M +$212K +1,820 +3%
Ameriprise
5
Ameriprise
Minnesota
$4.61M -$486K -4,163 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$4.46M -$10.2M -87,037 -71%
Bank of America
7
Bank of America
North Carolina
$4.31M -$3.54M -30,345 -47%
Morgan Stanley
8
Morgan Stanley
New York
$4.05M -$8.85M -75,828 -70%
FNC
9
First National Corp
Massachusetts
$3.51M -$1.06M -9,065 -24%
Goldman Sachs
10
Goldman Sachs
New York
$3.12M +$1.55M +13,300 +113%
SEA
11
Stegent Equity Advisors
Texas
$3.1M +$1.02M +8,701 +54%
PCA
12
Prosperity Capital Advisors
Ohio
$2.56M +$1.53M +13,104 +178%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.54M +$258K +2,208 +12%
FFN
14
Focus Financial Network
Minnesota
$2.52M +$69.3K +594 +3%
UBS Group
15
UBS Group
Switzerland
$1.89M -$573K -4,910 -24%
BWM
16
Buska Wealth Management
Wisconsin
$1.87M -$380K -3,256 -18%
ECA
17
Elevate Capital Advisors
Colorado
$1.79M +$364K +3,119 +28%
PWA
18
PCG Wealth Advisors
Kansas
$1.74M -$10.3K -88 -0.6%
DC
19
Davenport & Co
Virginia
$1.36M -$627K -5,371 -33%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.27M -$1.28K -11 -0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.22M +$131K +1,123 +13%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.22M +$236K +2,023 +26%
MIM
23
Marshall Investment Management
Colorado
$1.17M -$56.5K -484 -5%
AAS
24
Avantax Advisory Services
Texas
$1.03M +$966K +8,274 New
IA
25
IFG Advisory
Georgia
$1.01M +$287K +2,456 +43%
1
2 3 4

KBWP Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q1 2025, worth a combined $241M — down 16% from $288M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KBWP and 8 opened new positions — a net loss of 13 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $1.55M. The largest seller was HighTower Advisors, cutting an estimated $22.7M.

  • 61 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q1 2025, down from 75 in Q4 2024.
  • Funds reported $241M of Invesco KBW Property & Casualty Insurance ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q1 2025 and 21 closed out, a net change of -13 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q1 2025 was Goldman Sachs, an estimated $1.55M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q1 2025 was HighTower Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2025.