Invesco KBW High Dividend Yield Financial ETF
KBWD
54 hedge funds and large institutions have $27.3M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 12 closing their positions.
36% more capital inflows, than outflows
Capital inflows: $5.39M | Capital outflows: $3.97M
0.48% less ownership
Funds ownership: 18.69% → 18.21% (-0.48%)
8% less funds holding
Funds holding: 59 → 54 (-5)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.02M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$215K |
| 3 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$147K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$140K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$637K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$516K |
| 3 |
LexAurum Advisors
Overland Park,
Kansas
|
-$429K |
| 4 |
Regal Investment Advisors
Kentwood,
Michigan
|
-$390K |
| 5 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
-$241K |
KBWD Hedge Fund Activity: Q1 2020 in Review
54 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2020, worth a combined $27.3M — down 52% from $56.5M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KBWD and 9 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 13 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.02M. The largest seller was Bank of America, cutting an estimated $637K.
- 54 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2020, down from 59 in Q4 2019.
- Funds reported $27.3M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2020, down 52% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2020 and 12 closed out, a net change of -3 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.02M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2020 was Bank of America, an estimated $637K sold.
Based on aggregated 13F filings for Q1 2020.