Invesco KBW High Dividend Yield Financial ETF
KBWD
75 hedge funds and large institutions have $258M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.
531% more call options, than puts
Call options by funds: $82K | Put options by funds: $13K
180% more capital invested
Capital invested by funds: $92.2M → $258M (+$166M)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
4% more funds holding
Funds holding: 72 → 75 (+3)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
5.32% less ownership
Funds ownership: 27.02% → 21.69% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.64M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$647K |
| 3 |
Goldman Sachs
New York
|
+$392K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$254K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$13.7M |
| 2 |
Morgan Stanley
New York
|
-$6.65M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.35M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
76
Huntington National Bank
Columbus,
Ohio
| $23 | – | – | – |
|
|
77
HighTower Advisors
Chicago,
Illinois
| – | -$13.7M | -987,232 | Closed |
|
78
Jane Street
New York
| – | -$449K | -32,363 | Closed |
|
|
WAP
79
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$388K | -28,018 | Closed |
|
|
PAG
80
Private Advisor Group
Morristown,
New Jersey
| – | -$375K | -27,027 | Closed |
|
|
HWAM
81
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$166K | -11,970 | Closed |
|
82
Mercer Global Advisors
Denver,
Colorado
| – | -$150K | -10,798 | Closed |
|
83
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$26K | -1,862 | Closed |
|
|
PFT
84
Providence First Trust
Scottsdale,
Arizona
| – | -$14K | -1,000 | Closed |
|
85
Simplex Trading
Chicago,
Illinois
| – | -$7K | -563 | Closed |
|
KBWD Hedge Fund Activity: Q4 2022 in Review
75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2022, worth a combined $258M — up 180% from $92.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KBWD positions and 10 closed out — a net gain of 4 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $8.64M. The largest seller was HighTower Advisors, exiting entirely with an estimated $13.7M sold.
- 75 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $258M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2022, up 180% quarter-over-quarter.
- 14 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2022 and 10 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2022 was Gradient Investments, an estimated $8.64M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2022 was HighTower Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2022.