Invesco KBW High Dividend Yield Financial ETF
KBWD
72 hedge funds and large institutions have $67.3M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0% more funds holding
Funds holding: 72 → 72 (0)
0.73% less ownership
Funds ownership: 19.25% → 18.52% (-0.73%)
6% less capital invested
Capital invested by funds: $71.3M → $67.3M (-$4.02M)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.14M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$530K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$374K |
| 4 |
EA
Eudaimonia Advisors
Winchester,
Tennessee
|
+$260K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.32M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$519K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$456K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$441K |
| 5 |
LPL Financial
San Diego,
California
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$38K | -2,454 | Closed |
|
|
AAP
77
Arax Advisory Partners
Denver,
Colorado
| – | -$5.16K | -330 | Closed |
|
78
Simplex Trading
Chicago,
Illinois
| – | -$4K | -284 | Closed |
|
|
MFA
79
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$3K | -218 | Closed |
|
|
ODG
80
O'Dell Group
Cincinnati,
Ohio
| – | -$85 | -5 | Closed |
|
KBWD Hedge Fund Activity: Q3 2023 in Review
72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2023, worth a combined $67.3M — down 5.6% from $71.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWD positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 28 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.14M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.
- 72 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $67.3M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2023 and 7 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2023 was AE Wealth Management, an estimated $1.14M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2023.