Invesco KBW High Dividend Yield Financial ETF
KBWD
73 hedge funds and large institutions have $65.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
9% more funds holding
Funds holding: 67 → 73 (+6)
1.24% less ownership
Funds ownership: 18.92% → 17.67% (-1.2%)
8% less capital invested
Capital invested by funds: $71.7M → $65.7M (-$6.03M)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
62% less call options, than puts
Call options by funds: $125K | Put options by funds: $325K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$932K |
| 3 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$555K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$342K |
| 5 |
Two Sigma Investments
New York
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.36M |
| 2 |
SWA
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
-$1.71M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$713K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$526K |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
-$469K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$526K | -33,952 | Closed |
|
|
CW
77
CreativeOne Wealth
Overland Park,
Kansas
| – | -$288K | -18,593 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$230K | -15,130 | Closed |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| – | -$55.9K | -3,607 | Closed |
|
|
PP
80
PFS Partners
Mine Hill,
New Jersey
| – | -$31.7K | -2,046 | Closed |
|
81
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$9.2K | -594 | Closed |
|
|
PA
82
Parallel Advisors
San Francisco,
California
| – | -$8.98K | -580 | Closed |
|
|
CIAS
83
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1.32K | -85 | Closed |
|
KBWD Hedge Fund Activity: Q2 2024 in Review
73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2024, worth a combined $65.7M — down 8.4% from $71.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new KBWD positions and 9 closed out — a net gain of 7 holders — while 17 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.72M. The largest seller was AE Wealth Management, cutting an estimated $3.36M.
- 73 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2024, up from 67 in Q1 2024.
- Funds reported $65.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2024, down 8.4% quarter-over-quarter.
- 16 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2024 and 9 closed out, a net change of +7 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2024 was LPL Financial, an estimated $1.72M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2024 was AE Wealth Management, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2024.