Invesco KBW High Dividend Yield Financial ETF
KBWD
49 hedge funds and large institutions have $50.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 15 closing their positions.
4.44% less ownership
Funds ownership: 23.21% → 18.77% (-4.4%)
13% less funds holding
Funds holding: 56 → 49 (-7)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
34% less capital invested
Capital invested by funds: $77.2M → $50.8M (-$26.4M)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$592K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$449K |
| 3 |
Jane Street
New York
|
+$405K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.75M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$793K |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$449K |
| 5 |
Morgan Stanley
New York
|
-$421K |
KBWD Hedge Fund Activity: Q4 2018 in Review
49 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2018, worth a combined $50.8M — down 34% from $77.2M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of KBWD and 9 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 13 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $592K. The largest seller was Wells Fargo, cutting an estimated $12.9M.
- 49 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2018, down from 56 in Q3 2018.
- Funds reported $50.8M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2018, down 34% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2018 and 15 closed out, a net change of -6 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2018 was Citadel Advisors, an estimated $592K added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2018 was Wells Fargo, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2018.