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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

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 20 closing their positions.

Holders
61
Holders Change
-13
Holders Change %
-17.57%
% of All Funds
0.83%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.12M
2
PCA
2
Prosperity Capital Advisors
Ohio
$2.56M
3
SEA
3
Stegent Equity Advisors
Texas
$3.1M
4
AAS
4
Avantax Advisory Services
Texas
$1.03M
5
BAM
5
Belpointe Asset Management
Nevada
$527K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$209K
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.05M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$834K
5
Bank of America
5
Bank of America
North Carolina
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$139M – – –
LPL Financial
2
LPL Financial
California
$21.9M -$414K -3,320 -2%
KWM
3
Kingsview Wealth Management
Oregon
$12M -$46.2K -371 -0.4%
MA
4
Mutual Advisors
Nebraska
$8.41M +$214K +1,820 +3%
Ameriprise
5
Ameriprise
Minnesota
$4.61M -$519K -4,163 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$4.46M -$10.8M -87,037 -71%
Bank of America
7
Bank of America
North Carolina
$4.31M -$3.78M -30,345 -47%
Morgan Stanley
8
Morgan Stanley
New York
$4.05M -$9.45M -75,828 -70%
FNC
9
First National Corp
Massachusetts
$3.51M -$1.13M -9,065 -24%
Goldman Sachs
10
Goldman Sachs
New York
$3.12M +$1.66M +13,300 +113%
SEA
11
Stegent Equity Advisors
Texas
$3.1M +$1.08M +8,701 +54%
PCA
12
Prosperity Capital Advisors
Ohio
$2.56M +$1.64M +13,104 +178%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.54M +$275K +2,208 +12%
FFN
14
Focus Financial Network
Minnesota
$2.52M +$74K +594 +3%
UBS Group
15
UBS Group
Switzerland
$1.89M -$612K -4,910 -24%
BWM
16
Buska Wealth Management
Wisconsin
$1.87M -$406K -3,256 -18%
ECA
17
Elevate Capital Advisors
Colorado
$1.79M +$389K +3,119 +28%
PWA
18
PCG Wealth Advisors
Kansas
$1.74M -$11K -88 -0.6%
DC
19
Davenport & Co
Virginia
$1.36M -$669K -5,371 -33%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.27M -$1.37K -11 -0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.22M +$140K +1,123 +13%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.22M +$252K +2,023 +26%
MIM
23
Marshall Investment Management
Colorado
$1.17M -$60.3K -484 -5%
AAS
24
Avantax Advisory Services
Texas
$1.03M +$1.03M +8,274 New
IA
25
IFG Advisory
Georgia
$1.01M +$306K +2,456 +43%
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