Invesco KBW High Dividend Yield Financial ETF
KBWD
81 hedge funds and large institutions have $133M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.19% less ownership
Funds ownership: 29.06% → 27.87% (-1.2%)
4% less funds holding
Funds holding: 84 → 81 (-3)
8% less capital invested
Capital invested by funds: $144M → $133M (-$11.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$2.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$837K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$539K |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.38M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.9M |
| 3 |
Morgan Stanley
New York
|
-$2.32M |
| 4 |
LPL Financial
San Diego,
California
|
-$617K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$575K |
KBWD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2022, worth a combined $133M — down 7.8% from $144M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of KBWD and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 29 added.
The largest buyer was O'Donnell Financial Services, adding an estimated $2.32M. The largest seller was PNC Financial Services Group, cutting an estimated $3.38M.
- 81 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2022, down from 84 in Q4 2021.
- Funds reported $133M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2022 and 11 closed out, a net change of -1 holder.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2022 was O'Donnell Financial Services, an estimated $2.32M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2022 was PNC Financial Services Group, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2022.