Invesco KBW High Dividend Yield Financial ETF
KBWD
52 hedge funds and large institutions have $48.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
2.62% less ownership
Funds ownership: 19.77% → 17.15% (-2.6%)
12% less funds holding
Funds holding: 59 → 52 (-7)
18% less capital invested
Capital invested by funds: $59M → $48.5M (-$10.5M)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.32M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$605K |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$349K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$342K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.06M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$592K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$530K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$488K |
KBWD Hedge Fund Activity: Q3 2019 in Review
52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2019, worth a combined $48.5M — down 18% from $59M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KBWD and 5 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.32M. The largest seller was Morgan Stanley, cutting an estimated $6.76M.
- 52 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2019, down from 59 in Q2 2019.
- Funds reported $48.5M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2019, down 18% quarter-over-quarter.
- 5 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2019 and 12 closed out, a net change of -7 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2019 was Cambridge Investment Research Advisors, an estimated $3.32M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2019 was Morgan Stanley, an estimated $6.76M sold.
Based on aggregated 13F filings for Q3 2019.