Invesco KBW High Dividend Yield Financial ETF
KBWD
76 hedge funds and large institutions have $126M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
42% more capital invested
Capital invested by funds: $89.1M → $126M (+$37.2M)
7.17% more ownership
Funds ownership: 19.92% → 27.08% (+7.2%)
1% more funds holding
Funds holding: 75 → 76 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$14.8M |
| 2 |
Morgan Stanley
New York
|
+$4.15M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.16M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$495K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$371K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$332K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
76
Advisor Resource Council
Dallas,
Texas
| – | -$371K | -17,977 | Closed |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| – | -$269K | -13,052 | Closed |
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$238K | -11,551 | Closed |
|
79
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$215K | -10,425 | Closed |
|
80
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$151K | -7,319 | Closed |
|
|
WP
81
WealthShield Partners
Cary,
North Carolina
| – | -$91K | -4,409 | Closed |
|
82
Citigroup
New York
| – | -$33K | -1,604 | Closed |
|
|
GRP
83
Global Retirement Partners
San Rafael,
California
| – | -$10K | -490 | Closed |
|
|
SB
84
Strategic Blueprint
Atlanta,
Georgia
| – | -$4K | -200 | Closed |
|
|
ODG
85
O'Dell Group
Cincinnati,
Ohio
| – | +$102 | +5 | New |
|
KBWD Hedge Fund Activity: Q3 2021 in Review
76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2021, worth a combined $126M — up 42% from $89.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KBWD positions and 9 closed out — a net gain of 4 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.8M. The largest seller was Kestra Advisory Services, cutting an estimated $2.16M.
- 76 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2021, up from 75 in Q2 2021.
- Funds reported $126M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2021, up 42% quarter-over-quarter.
- 13 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2021 and 9 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2021 was HighTower Advisors, an estimated $14.8M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2021 was Kestra Advisory Services, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2021.