Invesco KBW High Dividend Yield Financial ETF
KBWD
40 hedge funds and large institutions have $55.2M invested in Invesco KBW High Dividend Yield Financial ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
7% more capital invested
Capital invested by funds: $51.6M → $55.2M (+$3.56M)
5% more funds holding
Funds holding: 38 → 40 (+2)
0.58% less ownership
Funds ownership: 23.4% → 22.82% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.74M |
| 2 |
Morgan Stanley
New York
|
+$933K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$469K |
| 4 |
LPL Financial
San Diego,
California
|
+$425K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.6M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$1.23M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$362K |
| 4 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$305K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$185K |
KBWD Hedge Fund Activity: Q4 2016 in Review
40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2016, worth a combined $55.2M — up 6.9% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KBWD positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.74M. The largest seller was Jane Street, exiting entirely with an estimated $1.6M sold.
- 40 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2016, up from 38 in Q3 2016.
- Funds reported $55.2M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2016, up 6.9% quarter-over-quarter.
- 7 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2016 and 3 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2016 was Wells Fargo, an estimated $1.74M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2016 was Jane Street, an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2016.