Invesco KBW High Dividend Yield Financial ETF
KBWD
81 hedge funds and large institutions have $133M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
1.51% less ownership
Funds ownership: 29.38% → 27.87% (-1.5%)
5% less funds holding
Funds holding: 85 → 81 (-4)
8% less capital invested
Capital invested by funds: $144M → $133M (-$11.2M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$2.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$837K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$539K |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.38M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.9M |
| 3 |
Morgan Stanley
New York
|
-$2.32M |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$1.45M |
| 5 |
LPL Financial
San Diego,
California
|
-$617K |
KBWD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2022, worth a combined $133M — down 7.8% from $144M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of KBWD and 9 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 29 added.
The largest buyer was O'Donnell Financial Services, adding an estimated $2.32M. The largest seller was PNC Financial Services Group, cutting an estimated $3.38M.
- 81 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2022, down from 85 in Q4 2021.
- Funds reported $133M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2022 and 11 closed out, a net change of -2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2022 was O'Donnell Financial Services, an estimated $2.32M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2022.