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Invesco KBW High Dividend Yield Financial ETF
KBWD

34 hedge funds and large institutions have $59.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

24.74% more ownership

Funds ownership: 0% → 24.74% (+25%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M +$16.5M +642,106 New
U
2
UBS
Switzerland
$12.8M +$13.2M +515,295 New
Bank of America
3
Bank of America
North Carolina
$5.4M +$5.58M +217,197 New
RJA
4
Raymond James & Associates
Florida
$4.54M +$4.69M +182,580 New
Wells Fargo
5
Wells Fargo
California
$4.01M +$4.14M +161,253 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.64M +$2.73M +106,115 New
JIP
7
Jaffetilchin Investment Partners
Florida
$2.5M +$2.58M +100,470 New
LPL Financial
8
LPL Financial
California
$2.44M +$2.52M +98,215 New
PI
9
Placemark Investments
Illinois
$1.98M +$2.04M +79,529 New
Ameriprise
10
Ameriprise
Minnesota
$1.25M +$1.29M +50,174 New
SF
11
Synovus Financial
Georgia
$815K +$843K +32,785 New
Invesco
12
Invesco
Georgia
$591K +$611K +23,779 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$581K +$600K +23,363 New
VF
14
Virtu Financial
New York
$553K +$571K +22,236 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$545K +$563K +21,921 New
KCG
16
Knight Capital Group
$507K +$524K +20,378 New
CFB
17
Cullen/Frost Bankers
Texas
$481K +$497K +19,343 New
JP Morgan Chase
18
JP Morgan Chase
New York
$430K +$444K +17,287 New
SNC
19
Stifel Nicolaus & Co
Missouri
$312K +$322K +12,530 New
VFS
20
VSR Financial Services
Kansas
$298K +$308K +11,988 New
Comerica Bank
21
Comerica Bank
Texas
$295K +$305K +11,873 New
AIG
22
American International Group
New York
$208K +$215K +8,363 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$203K +$209K +8,146 New
AFC
24
AFT Forsyth & Company
Florida
$104K +$107K +4,165 New
NES
25
New England Securities
New York
$55K +$56.8K +2,209 New
1
2

KBWD Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2013, worth a combined $59.7M.

Buyers outnumbered sellers: 34 funds opened new KBWD positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $59.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2013.
  • 34 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.