Invesco KBW High Dividend Yield Financial ETF
KBWD
73 hedge funds and large institutions have $80.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 11 closing their positions.
20% more capital invested
Capital invested by funds: $67.3M → $80.8M (+$13.5M)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2.81% more ownership
Funds ownership: 18.52% → 21.33% (+2.8%)
1% more funds holding
Funds holding: 72 → 73 (+1)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
37% less call options, than puts
Call options by funds: $52K | Put options by funds: $82K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.19M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.8M |
| 4 |
WC
Waterloo Capital
Austin,
Texas
|
+$1.16M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.72M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$975K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$961K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
76
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$338K | -22,220 | Closed |
|
|
PA
77
PFG Advisors
Phoenix,
Arizona
| – | -$283K | -18,617 | Closed |
|
|
TWP
78
Tempus Wealth Planning
Irvine,
California
| – | -$178K | -11,697 | Closed |
|
79
Truist Financial
Charlotte,
North Carolina
| – | -$175K | -11,493 | Closed |
|
|
CSPIA
80
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$36.5K | -2,400 | Closed |
|
|
AF
81
Arrow Financial
Glens Falls,
New York
| – | -$27K | -1,780 | Closed |
|
82
William Blair & Company
Chicago,
Illinois
| – | -$11K | -725 | Closed |
|
|
RIA
83
Realta Investment Advisors
Wilmington,
Delaware
| – | -$7.82K | -500 | Closed |
|
|
GWMIA
84
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$760 | -50 | Closed |
|
85
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$197 | -13 | Closed |
|
KBWD Hedge Fund Activity: Q4 2023 in Review
73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2023, worth a combined $80.8M — up 20% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KBWD positions and 11 closed out — a net gain of 2 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $2.11M.
- 73 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $80.8M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 13 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2023 and 11 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.9M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2023 was Wells Fargo, an estimated $2.11M sold.
Based on aggregated 13F filings for Q4 2023.