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Invesco KBW High Dividend Yield Financial ETF

85 hedge funds and large institutions have $144M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

14% more capital invested

Capital invested by funds: $126M → $144M (+$17.6M)

12% more funds holding

Funds holding: 7685 (+9)

2.29% more ownership

Funds ownership: 27.08%29.38% (+2.3%)

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
28
Reduced
23
Closed
10
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
-$28K

KBWD Hedge Fund Activity: Q4 2021 in Review

85 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2021, worth a combined $144M — up 14% from $126M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KBWD positions and 10 closed out — a net gain of 9 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.94M. The largest seller was Bank of America, cutting an estimated $1.89M.

  • 85 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $144M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 19 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2021 and 10 closed out, a net change of +9 holders.
  • The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2021 was Morgan Stanley, an estimated $9.94M added.
  • The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2021 was Bank of America, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2021.