Invesco KBW High Dividend Yield Financial ETF
KBWD
58 hedge funds and large institutions have $52M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
38% more capital invested
Capital invested by funds: $37.6M → $52M (+$14.4M)
1.11% more ownership
Funds ownership: 16.65% → 17.76% (+1.1%)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.46M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.66M |
| 3 |
LPL Financial
San Diego,
California
|
+$793K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$757K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$2.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$449K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$408K |
| 4 |
Goldman Sachs
New York
|
-$291K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$184K |
KBWD Hedge Fund Activity: Q4 2020 in Review
58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2020, worth a combined $52M — up 38% from $37.6M a quarter earlier.
Fund positioning in KBWD was balanced in Q4 2020: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Horizon Investments, exiting entirely with an estimated $2.9M sold.
- 58 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $52M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2020, up 38% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2020 and 10 closed out, a net change of 0 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2020 was Morgan Stanley, an estimated $3.46M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2020 was Horizon Investments, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2020.