Invesco KBW High Dividend Yield Financial ETF
KBWD
31 hedge funds and large institutions have $54.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0.09% more ownership
Funds ownership: 23.49% → 23.58% (+0.09%)
3% less capital invested
Capital invested by funds: $55.7M → $54.1M (-$1.55M)
11% less funds holding
Funds holding: 35 → 31 (-4)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.62M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.2M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$207K |
| 4 |
Morgan Stanley
New York
|
+$139K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.04M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$902K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$890K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$707K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$590K |
KBWD Hedge Fund Activity: Q4 2013 in Review
31 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2013, worth a combined $54.1M — down 2.8% from $55.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KBWD and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.62M. The largest seller was Raymond James & Associates, cutting an estimated $2.04M.
- 31 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2013, down from 35 in Q3 2013.
- Funds reported $54.1M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2013, down 2.8% quarter-over-quarter.
- 3 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2013 and 5 closed out, a net change of -2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2013 was JP Morgan Private Wealth Advisors, an estimated $1.62M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2013 was Raymond James & Associates, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2013.