Invesco KBW High Dividend Yield Financial ETF
KBWD
56 hedge funds and large institutions have $77.2M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
24% more funds holding
Funds holding: 45 → 56 (+11)
4% more capital invested
Capital invested by funds: $74M → $77.2M (+$3.2M)
0.73% more ownership
Funds ownership: 22.48% → 23.21% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$817K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$658K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$623K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$579K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$787K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$510K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$501K |
| 4 |
Morgan Stanley
New York
|
-$430K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAC
51
Certified Advisory Corp
Altamonte Springs,
Florida
| $5K | – | – | – |
|
|
AIS
52
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $2K | -$7.98K | -340 | -80% |
|
|
MWPCG
53
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $2K | +$2.35K | +100 | New |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
CF
55
Centaurus Financial
Anaheim,
California
| $110 | -$310K | -13,219 | -100% |
|
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$510K | -22,135 | Closed |
|
|
AA
57
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$302K | -13,105 | Closed |
|
|
CWM
58
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$501K | -11,609 | Closed |
|
59
US Bancorp
Minneapolis,
Minnesota
| – | -$74K | -3,229 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$5.09K | -217 | -99% |
|
KBWD Hedge Fund Activity: Q3 2018 in Review
56 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2018, worth a combined $77.2M — up 4.3% from $74M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $817K. The largest seller was Jane Street, cutting an estimated $787K.
- 56 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $77.2M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2018, up 4.3% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2018 and 4 closed out, a net change of +11 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $817K added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2018 was Jane Street, an estimated $787K sold.
Based on aggregated 13F filings for Q3 2018.