Invesco KBW High Dividend Yield Financial ETF
KBWD
38 hedge funds and large institutions have $51.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
20% more capital invested
Capital invested by funds: $43M → $51.6M (+$8.64M)
9% more funds holding
Funds holding: 35 → 38 (+3)
1.55% more ownership
Funds ownership: 21.84% → 23.4% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.36M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$914K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$811K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$644K |
| 2 |
SG Americas Securities
New York
|
-$227K |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$78.6K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$68.6K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$49K |
KBWD Hedge Fund Activity: Q3 2016 in Review
38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2016, worth a combined $51.6M — up 20% from $43M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KBWD positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.66M. The largest seller was Envestnet Asset Management, cutting an estimated $644K.
- 38 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2016, up from 35 in Q2 2016.
- Funds reported $51.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2016, up 20% quarter-over-quarter.
- 7 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2016 and 3 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2016 was LPL Financial, an estimated $1.66M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $644K sold.
Based on aggregated 13F filings for Q3 2016.