Invesco KBW High Dividend Yield Financial ETF
KBWD
39 hedge funds and large institutions have $68.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
10% more capital invested
Capital invested by funds: $62.1M → $68.5M (+$6.4M)
8% more funds holding
Funds holding: 36 → 39 (+3)
0.74% more ownership
Funds ownership: 25.58% → 26.32% (+0.74%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.78M |
| 2 |
Morgan Stanley
New York
|
+$2.66M |
| 3 |
JP Morgan Chase
New York
|
+$1.01M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$908K |
| 5 |
LPL Financial
San Diego,
California
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$2.28M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.39M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$355K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$303K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$229K |
KBWD Hedge Fund Activity: Q2 2014 in Review
39 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2014, worth a combined $68.5M — up 10% from $62.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KBWD positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.78M. The largest seller was UBS, cutting an estimated $2.28M.
- 39 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2014, up from 36 in Q1 2014.
- Funds reported $68.5M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2014, up 10% quarter-over-quarter.
- 6 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2014 and 3 closed out, a net change of +3 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2014 was Wells Fargo, an estimated $3.78M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2014 was UBS, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2014.