Invesco KBW High Dividend Yield Financial ETF
KBWD
44 hedge funds and large institutions have $73.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $67.5M → $73.5M (+$5.98M)
0.2% more ownership
Funds ownership: 22.2% → 22.39% (+0.2%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
4% less funds holding
Funds holding: 46 → 44 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.24M |
| 2 |
Morgan Stanley
New York
|
+$1.75M |
| 3 |
Jane Street
New York
|
+$1.22M |
| 4 |
LPL Financial
San Diego,
California
|
+$595K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.07M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$841K |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$413K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$406K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$350K |
KBWD Hedge Fund Activity: Q2 2018 in Review
44 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2018, worth a combined $73.5M — up 8.9% from $67.5M a quarter earlier.
Fund positioning in KBWD was balanced in Q2 2018: 9 funds opened new positions, 9 closed out, 18 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.24M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $1.07M sold.
- 44 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2018, down from 46 in Q1 2018.
- Funds reported $73.5M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2018 and 9 closed out, a net change of 0 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2018 was Wells Fargo, an estimated $5.24M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2018 was WESPAC Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2018.