Invesco KBW High Dividend Yield Financial ETF
KBWD
48 hedge funds and large institutions have $76.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
16% more capital invested
Capital invested by funds: $66M → $76.4M (+$10.4M)
12% more funds holding
Funds holding: 43 → 48 (+5)
1.27% less ownership
Funds ownership: 26.06% → 24.79% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.46M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.37M |
| 4 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$2.03M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$920K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$726K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$520K |
| 4 |
JP Morgan Chase
New York
|
-$509K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$429K |
KBWD Hedge Fund Activity: Q2 2017 in Review
48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2017, worth a combined $76.4M — up 16% from $66M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KBWD positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was Jane Street, cutting an estimated $920K.
- 48 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2017, up from 43 in Q1 2017.
- Funds reported $76.4M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2017, up 16% quarter-over-quarter.
- 7 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2017 and 2 closed out, a net change of +5 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.5M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2017 was Jane Street, an estimated $920K sold.
Based on aggregated 13F filings for Q2 2017.