Invesco KBW High Dividend Yield Financial ETF
KBWD
39 hedge funds and large institutions have $71.9M invested in Invesco KBW High Dividend Yield Financial ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
1.24% more ownership
Funds ownership: 26.32% → 27.56% (+1.2%)
5% more capital invested
Capital invested by funds: $68.5M → $71.9M (+$3.39M)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.03M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.67M |
| 3 |
Morgan Stanley
New York
|
+$1.13M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$650K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$3.23M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$251K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$219K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$72K |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$50.3K |
KBWD Hedge Fund Activity: Q3 2014 in Review
39 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2014, worth a combined $71.9M — up 5% from $68.5M a quarter earlier.
Fund positioning in KBWD was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 21 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.03M. The largest seller was UBS, cutting an estimated $3.23M.
- 39 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $71.9M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2014, up 5% quarter-over-quarter.
- 2 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2014 and 2 closed out, a net change of 0 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2014 was Wells Fargo, an estimated $5.03M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2014 was UBS, an estimated $3.23M sold.
Based on aggregated 13F filings for Q3 2014.