Invesco KBW High Dividend Yield Financial ETF
KBWD
43 hedge funds and large institutions have $94.9M invested in Invesco KBW High Dividend Yield Financial ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.
1.84% more ownership
Funds ownership: 35.77% → 37.61% (+1.8%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2% less capital invested
Capital invested by funds: $97.1M → $94.9M (-$2.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.36M |
| 2 |
VF
Virtu Financial
New York
|
+$3.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
| 4 |
Jane Street
New York
|
+$964K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.14M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.5M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$583K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$415K |
KBWD Hedge Fund Activity: Q4 2015 in Review
43 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2015, worth a combined $94.9M — down 2.3% from $97.1M a quarter earlier.
Fund positioning in KBWD was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $4.14M.
- 43 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $94.9M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2015, down 2.3% quarter-over-quarter.
- 4 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2015 and 4 closed out, a net change of 0 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2015 was LPL Financial, an estimated $4.36M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2015 was Morgan Stanley, an estimated $4.14M sold.
Based on aggregated 13F filings for Q4 2015.