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Invesco KBW High Dividend Yield Financial ETF
KBWD

58 hedge funds and large institutions have $52M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

38% more capital invested

Capital invested by funds: $37.6M → $52M (+$14.4M)

1.11% more ownership

Funds ownership: 16.65% → 17.76% (+1.1%)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.46M
2
Bank of America
Bank of America
North Carolina
+$1.66M
3
LPL Financial
LPL Financial
California
+$793K
4
Mariner
Mariner
Kansas
+$757K
5
Citadel Advisors
Citadel Advisors
Florida
+$510K

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$2.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$449K
3
Osaic Holdings
Osaic Holdings
Arizona
-$408K
4
Goldman Sachs
Goldman Sachs
New York
-$291K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$264K – – –
Invesco
27
Invesco
Georgia
$241K -$13.2K -869 -6%
ASN
28
Advisory Services Network
Georgia
$239K +$15K +989 +7%
AWA
29
Arkadios Wealth Advisors
Georgia
$237K +$3.03K +200 +1%
RIA
30
Regal Investment Advisors
Michigan
$228K +$208K +13,740 New
BHWA
31
Beacon Harbor Wealth Advisors
Virginia
$199K +$182K +12,000 New
MOS
32
MGO One Seven
Ohio
$183K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$181K -$55.9K -3,690 -25%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$181K – – –
FTUS
35
Flow Traders U.S.
New York
$180K +$165K +10,866 New
AHC
36
Adell Harriman & Carpenter
Texas
$174K -$112K -7,375 -41%
JP Morgan Chase
37
JP Morgan Chase
New York
$171K +$118K +7,824 +312%
Truist Financial
38
Truist Financial
North Carolina
$166K -$8.83K -583 -5%
AA
39
AlphaMark Advisors
Kentucky
$162K -$3.41K -225 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$158K +$67.2K +4,439 +87%
UBS Group
41
UBS Group
Switzerland
$98K +$4.51K +298 +5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
RCA
43
Ranch Capital Advisors
Florida
$62K -$3.79K -250 -6%
AF
44
Arrow Financial
New York
$29K – – –
IA
45
IFP Advisors
Florida
$22K – – –
NFG
46
Next Financial Group
Texas
$22K – – –
TFGT
47
TS Financial Group (TSFG)
Illinois
$20K – – –
FFA
48
Founders Financial Alliance
North Carolina
$15K – – –
SIAG
49
Safeguard Investment Advisory Group
California
$15K +$14.2K +940 New
SPIA
50
Steward Partners Investment Advisory
New York
$13K – – –
1
2
3

KBWD Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2020, worth a combined $52M — up 38% from $37.6M a quarter earlier.

Fund positioning in KBWD was balanced in Q4 2020: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Horizon Investments, exiting entirely with an estimated $2.9M sold.

  • 58 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $52M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2020, up 38% quarter-over-quarter.
  • 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2020 and 10 closed out, a net change of 0 holders.
  • The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2020 was Morgan Stanley, an estimated $3.46M added.
  • The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2020 was Horizon Investments, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2020.