Invesco KBW High Dividend Yield Financial ETF
KBWD
43 hedge funds and large institutions have $97.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 5 closing their positions.
16% more capital invested
Capital invested by funds: $83.5M → $97.1M (+$13.6M)
9.98% more ownership
Funds ownership: 25.78% → 35.77% (+10%)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
65% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$29.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$782K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$768K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$747K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.65M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.46M |
| 3 |
Morgan Stanley
New York
|
-$1.18M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$640K |
KBWD Hedge Fund Activity: Q3 2015 in Review
43 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2015, worth a combined $97.1M — up 16% from $83.5M a quarter earlier.
Fund positioning in KBWD was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 23 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $29.1M. The largest seller was Jane Street, cutting an estimated $2.65M.
- 43 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $97.1M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2015, up 16% quarter-over-quarter.
- 5 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2015 and 5 closed out, a net change of 0 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2015 was Aviance Capital Management, an estimated $29.1M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2015 was Jane Street, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2015.