Invesco KBW High Dividend Yield Financial ETF
KBWD
59 hedge funds and large institutions have $57.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
18% more capital invested
Capital invested by funds: $48.5M → $57.4M (+$8.9M)
13% more funds holding
Funds holding: 52 → 59 (+7)
1.67% more ownership
Funds ownership: 17.15% → 18.82% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.77M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$589K |
| 5 |
LPL Financial
San Diego,
California
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.49M |
| 2 |
Morgan Stanley
New York
|
-$1.09M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$752K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$434K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$338K |
KBWD Hedge Fund Activity: Q4 2019 in Review
59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2019, worth a combined $57.4M — up 18% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 8 closed out — a net gain of 7 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $4.77M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.
- 59 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2019, up from 52 in Q3 2019.
- Funds reported $57.4M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2019 and 8 closed out, a net change of +7 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2019 was PNC Financial Services Group, an estimated $4.77M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2019.