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Invesco KBW Property & Casualty Insurance ETF

57 hedge funds and large institutions have $141M invested in Invesco KBW Property & Casualty Insurance ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

13.21% less ownership

Funds ownership: 61.47%48.26% (-13%)

15% less funds holding

Funds holding: 6757 (-10)

52% less capital invested

Capital invested by funds: $292M → $141M (-$151M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
57
Holders Change
-10
Holders Change %
-14.93%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
24
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.8M -$4.14M -33,750 -13%
KWM
2
Kingsview Wealth Management
Oregon
$15.6M -$1.32M -10,770 -8%
RWM
3
Redstone Wealth Management
Oklahoma
$11.5M +$11.1M +90,468 New
MA
4
Mutual Advisors
Nebraska
$11.3M +$489K +3,989 +5%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$7.96M -$129M -1,055,000 -94%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.84M +$1.8M +14,669 +38%
Two Sigma Investments
7
Two Sigma Investments
New York
$5.84M +$638K +5,200 +13%
Goldman Sachs
8
Goldman Sachs
New York
$5.68M +$3.51M +28,627 +179%
Raymond James Financial
9
Raymond James Financial
Florida
$3.84M -$6.4M -52,210 -63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.58M +$2.1M +17,105 +156%
Ameriprise
11
Ameriprise
Minnesota
$3.5M -$319K -2,603 -9%
Morgan Stanley
12
Morgan Stanley
New York
$3.2M -$12.7M -103,485 -80%
RFS
13
RM Financial Services
Maine
$2.99M +$2.88M +23,495 New
FFN
14
Focus Financial Network
Minnesota
$2.97M +$116K +942 +4%
UBS Group
15
UBS Group
Switzerland
$2.51M -$402K -3,278 -14%
Bank of America
16
Bank of America
North Carolina
$2.28M -$373K -3,044 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.16M +$154K +1,257 +8%
KAS
18
Kestra Advisory Services
Texas
$2.06M +$745K +6,072 +60%
Citadel Advisors
19
Citadel Advisors
Florida
$1.8M -$1.49M -12,128 -46%
BWM
20
Buska Wealth Management
Wisconsin
$1.8M -$1.61M -13,138 -48%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.64M +$242K +1,973 +18%
PAG
22
Private Advisor Group
New Jersey
$1.34M +$1.72K +14 +0.1%
MMH
23
Menora Mivtachim Holdings
Israel
$1.02M +$368K +3,000 +60%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$793K +$69.3K +565 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$779K -$17.1K -139 -2%

KBWP Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Property & Casualty Insurance ETF (KBWP) for Q4 2025, worth a combined $141M — down 52% from $292M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KBWP and 5 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 24 added.

The largest buyer was Goldman Sachs, adding an estimated $3.51M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $129M.

  • 57 institutional investors held Invesco KBW Property & Casualty Insurance ETF (KBWP) as of Q4 2025, down from 67 in Q3 2025.
  • Funds reported $141M of Invesco KBW Property & Casualty Insurance ETF stock for Q4 2025, down 52% quarter-over-quarter.
  • 5 funds opened new Invesco KBW Property & Casualty Insurance ETF positions in Q4 2025 and 14 closed out, a net change of -9 holders.
  • The largest Invesco KBW Property & Casualty Insurance ETF buyer in Q4 2025 was Goldman Sachs, an estimated $3.51M added.
  • The largest Invesco KBW Property & Casualty Insurance ETF seller in Q4 2025 was Harel Insurance Investments & Financial Services, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2025.