Invesco KBW High Dividend Yield Financial ETF
KBWD
81 hedge funds and large institutions have $388M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.
399% more capital invested
Capital invested by funds: $77.8M → $388M (+$310M)
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
8% more funds holding
Funds holding: 75 → 81 (+6)
2.6% more ownership
Funds ownership: 19.8% → 22.41% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
96% less call options, than puts
Call options by funds: $18K | Put options by funds: $487K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 2 |
Morgan Stanley
New York
|
+$1.01M |
| 3 |
Two Sigma Investments
New York
|
+$961K |
| 4 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$810K |
| 5 |
MHFA
Mission Hills Financial Advisory
San Diego,
California
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$933K |
| 2 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$592K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$459K |
| 4 |
LPL Financial
San Diego,
California
|
-$438K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$266K |
KBWD Hedge Fund Activity: Q4 2024 in Review
81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2024, worth a combined $388M — up 399% from $77.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.1M. The largest seller was PNC Financial Services Group, cutting an estimated $933K.
- 81 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2024, up from 75 in Q3 2024.
- Funds reported $388M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2024, up 399% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.1M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2024 was PNC Financial Services Group, an estimated $933K sold.
Based on aggregated 13F filings for Q4 2024.