Invesco KBW High Dividend Yield Financial ETF
KBWD
56 hedge funds and large institutions have $40.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
49% more capital invested
Capital invested by funds: $27.3M → $40.7M (+$13.4M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 54 → 56 (+2)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
0.1% less ownership
Funds ownership: 18.21% → 18.11% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$4.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$887K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$281K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$278K |
| 5 |
PHAM
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$565K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$374K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$172K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$166K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $9.39K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $7K | – | – | – |
|
53
Citigroup
New York
| $4K | – | – | – |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$565K | -52,362 | Closed |
|
|
RJFSA
56
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$109K | -10,024 | Closed |
|
|
HB
57
Horizon Bancorp
Michigan City,
Indiana
| – | -$43K | -4,000 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$8K | -700 | Closed |
|
|
CAN
59
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$3K | -250 | Closed |
|
KBWD Hedge Fund Activity: Q2 2020 in Review
56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2020, worth a combined $40.7M — up 49% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWD positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $4.36M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $565K sold.
- 56 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2020, up from 54 in Q1 2020.
- Funds reported $40.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2020, up 49% quarter-over-quarter.
- 8 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2020 and 6 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2020 was Horizon Investments, an estimated $4.36M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2020 was Susquehanna International Group, an estimated $565K sold.
Based on aggregated 13F filings for Q2 2020.