Invesco KBW High Dividend Yield Financial ETF
KBWD
54 hedge funds and large institutions have $73.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
23% more funds holding
Funds holding: 44 → 54 (+10)
2.04% less ownership
Funds ownership: 23.85% → 21.81% (-2%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
56% less capital inflows, than outflows
Capital inflows: $5.4M | Capital outflows: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.38M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
Morgan Stanley
New York
|
+$959K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$491K |
| 5 |
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.53M |
| 2 |
Perella Weinberg Partners Capital Management
New York
|
-$2.03M |
| 3 |
Adell Harriman & Carpenter
Houston,
Texas
|
-$1.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 5 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$469K |
KBWD Hedge Fund Activity: Q4 2017 in Review
54 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2017, worth a combined $73.4M — down 10% from $81.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 5 closed out — a net gain of 10 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $1.38M. The largest seller was Wells Fargo, cutting an estimated $5.53M.
- 54 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $73.4M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2017, down 10% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2017 and 5 closed out, a net change of +10 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2017 was AllianceBernstein, an estimated $1.38M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2017 was Wells Fargo, an estimated $5.53M sold.
Based on aggregated 13F filings for Q4 2017.