Invesco KBW High Dividend Yield Financial ETF
KBWD
53 hedge funds and large institutions have $56M invested in Invesco KBW High Dividend Yield Financial ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 7 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $50.8M → $56M (+$5.22M)
8% more funds holding
Funds holding: 49 → 53 (+4)
0.38% more ownership
Funds ownership: 18.77% → 19.14% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$856K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$545K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$351K |
| 4 |
LPL Financial
San Diego,
California
|
+$339K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$757K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$752K |
| 3 |
PO
Private Ocean
San Rafael,
California
|
-$620K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$546K |
| 5 |
Morgan Stanley
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
51
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $682 | +$328K | +15,088 | New |
|
52
Koshinski Asset Management
Decatur,
Illinois
| $618 | -$2.76K | -127 | -0.4% |
|
|
53
Jane Street
New York
| – | -$757K | -38,154 | Closed |
|
|
PO
54
Private Ocean
San Rafael,
California
| – | -$620K | -31,250 | Closed |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$546K | -27,514 | Closed |
|
|
TSS
56
Two Sigma Securities
New York
| – | -$202K | -10,159 | Closed |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| – | -$23K | -1,151 | Closed |
|
|
JA
58
JOYN Advisors
Atlanta,
Georgia
| – | -$5K | -237 | Closed |
|
KBWD Hedge Fund Activity: Q1 2019 in Review
53 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2019, worth a combined $56M — up 10% from $50.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWD positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $856K. The largest seller was Jane Street, exiting entirely with an estimated $757K sold.
- 53 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2019, up from 49 in Q4 2018.
- Funds reported $56M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2019, up 10% quarter-over-quarter.
- 11 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2019 and 7 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2019 was Stratos Wealth Partners, an estimated $856K added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2019 was Jane Street, an estimated $757K sold.
Based on aggregated 13F filings for Q1 2019.