Invesco KBW High Dividend Yield Financial ETF
KBWD
44 hedge funds and large institutions have $79.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 6 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 6
4% more capital invested
Capital invested by funds: $76.4M → $79.7M (+$3.33M)
0.57% more ownership
Funds ownership: 24.79% → 25.36% (+0.57%)
8% less funds holding
Funds holding: 48 → 44 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$979K |
| 4 |
Morgan Stanley
New York
|
+$716K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$449K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$254K |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$141K |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$96K |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$73K |
KBWD Hedge Fund Activity: Q3 2017 in Review
44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2017, worth a combined $79.7M — up 4.4% from $76.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of KBWD and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 26 added.
The largest buyer was Wells Fargo, adding an estimated $2.07M. The largest seller was Jane Street, exiting entirely with an estimated $449K sold.
- 44 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2017, down from 48 in Q2 2017.
- Funds reported $79.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2017, up 4.4% quarter-over-quarter.
- 2 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2017 and 6 closed out, a net change of -4 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2017 was Wells Fargo, an estimated $2.07M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2017 was Jane Street, an estimated $449K sold.
Based on aggregated 13F filings for Q3 2017.