Invesco KBW High Dividend Yield Financial ETF
KBWD
58 hedge funds and large institutions have $37.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 56 → 58 (+2)
1.45% less ownership
Funds ownership: 18.11% → 16.65% (-1.5%)
8% less capital invested
Capital invested by funds: $40.7M → $37.6M (-$3.08M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.04M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$535K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$263K |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$245K |
| 5 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$1.75M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$810K |
| 3 |
LPL Financial
San Diego,
California
|
-$571K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$412K |
| 5 |
Morgan Stanley
New York
|
-$372K |
KBWD Hedge Fund Activity: Q3 2020 in Review
58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2020, worth a combined $37.6M — down 7.6% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWD positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 18 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.04M. The largest seller was Horizon Investments, cutting an estimated $1.75M.
- 58 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2020, up from 56 in Q2 2020.
- Funds reported $37.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2020, down 7.6% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2020 and 8 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2020 was Osaic Holdings, an estimated $1.04M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2020 was Horizon Investments, an estimated $1.75M sold.
Based on aggregated 13F filings for Q3 2020.