Invesco KBW High Dividend Yield Financial ETF
KBWD
43 hedge funds and large institutions have $97.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 5 closing their positions.
24% more capital invested
Capital invested by funds: $78.4M → $97.1M (+$18.7M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11.55% more ownership
Funds ownership: 24.22% → 35.77% (+12%)
2% more funds holding
Funds holding: 42 → 43 (+1)
64% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$29.1M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$4.88M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$782K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$768K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.65M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.46M |
| 3 |
Morgan Stanley
New York
|
-$1.18M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$640K |
KBWD Hedge Fund Activity: Q3 2015 in Review
43 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2015, worth a combined $97.1M — up 24% from $78.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KBWD positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 22 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $29.1M. The largest seller was Jane Street, cutting an estimated $2.65M.
- 43 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2015, up from 42 in Q2 2015.
- Funds reported $97.1M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2015, up 24% quarter-over-quarter.
- 6 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2015 and 5 closed out, a net change of +1 holder.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2015 was Aviance Capital Management, an estimated $29.1M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2015 was Jane Street, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2015.