Invesco KBW High Dividend Yield Financial ETF
KBWD
43 hedge funds and large institutions have $66M invested in Invesco KBW High Dividend Yield Financial ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 5 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $55.2M → $66M (+$10.8M)
8% more funds holding
Funds holding: 40 → 43 (+3)
3.24% more ownership
Funds ownership: 22.82% → 26.06% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 3 |
Jane Street
New York
|
+$1.35M |
| 4 |
Morgan Stanley
New York
|
+$1.26M |
| 5 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$873K |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$688K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$316K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$316K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$253K |
KBWD Hedge Fund Activity: Q1 2017 in Review
43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2017, worth a combined $66M — up 20% from $55.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWD positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $873K sold.
- 43 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2017, up from 40 in Q4 2016.
- Funds reported $66M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2017, up 20% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2017 and 5 closed out, a net change of +4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2017 was LPL Financial, an estimated $2.02M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2017 was Citadel Advisors, an estimated $873K sold.
Based on aggregated 13F filings for Q1 2017.