Invesco KBW High Dividend Yield Financial ETF
KBWD
59 hedge funds and large institutions have $59M invested in Invesco KBW High Dividend Yield Financial ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
11% more funds holding
Funds holding: 53 → 59 (+6)
5% more capital invested
Capital invested by funds: $56M → $59M (+$2.99M)
0.63% more ownership
Funds ownership: 19.14% → 19.77% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$896K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$695K |
| 3 |
LPL Financial
San Diego,
California
|
+$687K |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$491K |
| 5 |
Jane Street
New York
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$764K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$401K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$239K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$202K |
| 5 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $12K | -$10.8K | -500 | -50% |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
53
Citigroup
New York
| $11K | +$4.32K | +200 | +67% |
|
|
TC
54
Truvestments Capital
Sarasota,
Florida
| $6K | – | – | – |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | -$21.6K | -1,000 | -84% |
|
|
RWA
56
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $2K | +$1.86K | +86 | New |
|
|
AF
57
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| $1K | – | – | – |
|
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$764K | -35,180 | Closed |
|
|
BRWA
60
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$202K | -9,300 | Closed |
|
|
CA
61
Cetera Advisors
Denver,
Colorado
| – | -$150K | -6,844 | Closed |
|
|
DBT
62
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$17K | -800 | Closed |
|
KBWD Hedge Fund Activity: Q2 2019 in Review
59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2019, worth a combined $59M — up 5.3% from $56M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWD positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $896K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $764K sold.
- 59 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2019, up from 53 in Q1 2019.
- Funds reported $59M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2019, up 5.3% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2019 and 4 closed out, a net change of +6 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2019 was Citadel Advisors, an estimated $896K added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2019 was Susquehanna International Group, an estimated $764K sold.
Based on aggregated 13F filings for Q2 2019.