Invesco KBW High Dividend Yield Financial ETF
KBWD
63 hedge funds and large institutions have $70.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
36% more capital invested
Capital invested by funds: $52M → $70.8M (+$18.8M)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
9% more funds holding
Funds holding: 58 → 63 (+5)
0.22% more ownership
Funds ownership: 17.76% → 17.98% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$3.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.25M |
| 5 |
JP Morgan Chase
New York
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.05M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$828K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$558K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$322K |
KBWD Hedge Fund Activity: Q1 2021 in Review
63 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2021, worth a combined $70.8M — up 36% from $52M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KBWD positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was BDO Wealth Advisors, opening a new position worth an estimated $3.18M. The largest seller was PNC Financial Services Group, cutting an estimated $1.33M.
- 63 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2021, up from 58 in Q4 2020.
- Funds reported $70.8M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2021, up 36% quarter-over-quarter.
- 14 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2021 and 8 closed out, a net change of +6 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2021 was BDO Wealth Advisors, an estimated $3.18M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2021 was PNC Financial Services Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2021.