Invesco KBW High Dividend Yield Financial ETF
KBWD
72 hedge funds and large institutions have $71.3M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
8% more capital invested
Capital invested by funds: $66.1M → $71.3M (+$5.2M)
3% more call options, than puts
Call options by funds: $116K | Put options by funds: $113K
0% more funds holding
Funds holding: 72 → 72 (0)
0.03% less ownership
Funds ownership: 19.29% → 19.25% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$871K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$619K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$565K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$523K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.17M |
| 2 |
Morgan Stanley
New York
|
-$874K |
| 3 |
Goldman Sachs
New York
|
-$379K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$311K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| – | -$233K | -15,772 | Closed |
|
|
AWA
77
Arete Wealth Advisors
Chicago,
Illinois
| – | -$175K | -11,865 | Closed |
|
|
TSS
78
Two Sigma Securities
New York
| – | -$175K | -11,863 | Closed |
|
|
AAS
79
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$65.9K | -4,467 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$28.5K | -1,935 | Closed |
|
81
First Manhattan
New York
| – | -$12.9K | -873 | Closed |
|
|
LWP
82
Lumature Wealth Partners
Alpharetta,
Georgia
| – | -$2.04K | -138 | Closed |
|
KBWD Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2023, worth a combined $71.3M — up 7.9% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWD positions and 9 closed out — a net gain of 1 holder — while 31 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $871K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.17M sold.
- 72 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $71.3M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2023, up 7.9% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2023 was LPL Financial, an estimated $871K added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2023.