Invesco KBW High Dividend Yield Financial ETF
KBWD
75 hedge funds and large institutions have $77.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
19% more capital invested
Capital invested by funds: $65.7M → $77.8M (+$12.2M)
3% more funds holding
Funds holding: 73 → 75 (+2)
2.13% more ownership
Funds ownership: 17.67% → 19.8% (+2.1%)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
84% less call options, than puts
Call options by funds: $23K | Put options by funds: $142K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$1.47M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.26M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$548K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$478K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$415K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$184K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$154K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$109K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$96.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
76
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $16 | +$15 | +1 | New |
|
|
RFG
77
RFP Financial Group
Atlanta,
Georgia
| – | -$39.9K | -2,655 | Closed |
|
78
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$12.8K | -850 | Closed |
|
|
BFA
79
Brown Financial Advisors
Milford,
Ohio
| – | -$8.32K | -553 | Closed |
|
|
RIA
80
Realta Investment Advisors
Wilmington,
Delaware
| – | -$7.52K | -500 | Closed |
|
|
TWP
81
Triad Wealth Partners
Lawrence,
Kansas
| – | -$4.66K | -310 | Closed |
|
|
GIA
82
GHP Investment Advisors
Denver,
Colorado
| – | -$1.54K | -102 | Closed |
|
83
BNP Paribas Financial Markets
Paris,
France
| – | -$60 | -4 | Closed |
|
KBWD Hedge Fund Activity: Q3 2024 in Review
75 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2024, worth a combined $77.8M — up 19% from $65.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWD positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 24 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $1.47M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $415K.
- 75 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2024, up from 73 in Q2 2024.
- Funds reported $77.8M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2024 and 7 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $1.47M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2024 was U.S. Capital Wealth Advisors, an estimated $415K sold.
Based on aggregated 13F filings for Q3 2024.