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Invesco KBW Property & Casualty Insurance ETF
KBWP

Overview Fund Activity

67 hedge funds and large institutions have $314M invested in Invesco KBW Property & Casualty Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
28
Reduced
12
Closed
11
Calls
$233K
Puts
$49K
Net Calls
+$184K
Net Calls Change
+$184K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$23.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
LPL Financial
3
LPL Financial
California
$34.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$12.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.57M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$9.69M
3
PWA
3
PCG Wealth Advisors
Kansas
$0
4
MIM
4
Marshall Investment Management
Colorado
$0
5
Ameriprise
5
Ameriprise
Minnesota
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$137M – – –
LPL Financial
2
LPL Financial
California
$34.7M +$13.1M +106,390 +60%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.8M +$23.6M +192,411 +11,467%
Morgan Stanley
4
Morgan Stanley
New York
$18.3M +$14.3M +116,486 +358%
Raymond James Financial
5
Raymond James Financial
Florida
$12.3M +$7.91M +64,399 +180%
KWM
6
Kingsview Wealth Management
Oregon
$9.69M -$2.19M -17,830 -18%
MA
7
Mutual Advisors
Nebraska
$9.3M +$843K +7,137 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.57M +$5.74M +46,767 +699%
Bank of America
9
Bank of America
North Carolina
$5.87M +$1.62M +13,225 +38%
FNC
10
First National Corp
Massachusetts
$5.2M +$1.74M +14,140 +50%
BWM
11
Buska Wealth Management
Wisconsin
$4.35M +$2.5M +20,366 +136%
Ameriprise
12
Ameriprise
Minnesota
$3.47M -$1.08M -8,775 -24%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.24M +$3.24M +26,400 New
SEA
14
Stegent Equity Advisors
Texas
$3.12M +$66.1K +538 +2%
ECA
15
Elevate Capital Advisors
Colorado
$2.96M +$1.2M +9,756 +68%
FFN
16
Focus Financial Network
Minnesota
$2.65M +$168K +1,370 +7%
UBS Group
17
UBS Group
Switzerland
$2.64M +$784K +6,383 +42%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.49M -$10.1K -82 -0.4%
Goldman Sachs
19
Goldman Sachs
New York
$2.38M -$694K -5,647 -23%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.3M +$1.1M +8,955 +92%
AAS
21
Avantax Advisory Services
Texas
$2.18M +$1.16M +9,470 +114%
PAG
22
Private Advisor Group
New Jersey
$1.94M +$1.94M +15,805 New
DC
23
Davenport & Co
Virginia
$1.78M +$440K +3,584 +33%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.32M +$64K +521 +5%
NP
25
Nilsine Partners
Colorado
$1.23M +$1.23M +10,010 New
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