Invesco KBW High Dividend Yield Financial ETF
KBWD
75 hedge funds and large institutions have $89.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
26% more capital invested
Capital invested by funds: $70.8M → $89.1M (+$18.3M)
19% more funds holding
Funds holding: 63 → 75 (+12)
1.94% more ownership
Funds ownership: 17.98% → 19.92% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$811K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$679K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$379K |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$257K |
| 3 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
-$198K |
| 4 |
WOSD
WFA of San Diego
San Diego,
California
|
-$198K |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$51.6K |
KBWD Hedge Fund Activity: Q2 2021 in Review
75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2021, worth a combined $89.1M — up 26% from $70.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 3 closed out — a net gain of 12 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $5.95M. The largest seller was Koshinski Asset Management, cutting an estimated $379K.
- 75 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2021, up from 63 in Q1 2021.
- Funds reported $89.1M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2021, up 26% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2021 and 3 closed out, a net change of +12 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $5.95M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2021 was Koshinski Asset Management, an estimated $379K sold.
Based on aggregated 13F filings for Q2 2021.