Invesco KBW High Dividend Yield Financial ETF
KBWD
47 hedge funds and large institutions have $76.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
21% more funds holding
Funds holding: 39 → 47 (+8)
7% more capital invested
Capital invested by funds: $71.9M → $76.6M (+$4.78M)
0.12% more ownership
Funds ownership: 27.56% → 27.68% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.34M |
| 3 |
Morgan Stanley
New York
|
+$770K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$566K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.33M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.15M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$680K |
| 4 |
JP Morgan Chase
New York
|
-$447K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$265K |
KBWD Hedge Fund Activity: Q4 2014 in Review
47 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2014, worth a combined $76.6M — up 6.6% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWD positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.31M. The largest seller was Bank of America, cutting an estimated $3.33M.
- 47 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2014, up from 39 in Q3 2014.
- Funds reported $76.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2014, up 6.6% quarter-over-quarter.
- 11 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2014 and 2 closed out, a net change of +9 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2014 was Wells Fargo, an estimated $4.31M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2014 was Bank of America, an estimated $3.33M sold.
Based on aggregated 13F filings for Q4 2014.