Invesco KBW High Dividend Yield Financial ETF
KBWD
79 hedge funds and large institutions have $110M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 12 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
0.11% less ownership
Funds ownership: 27.87% → 27.76% (-0.11%)
2% less funds holding
Funds holding: 81 → 79 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
17% less capital invested
Capital invested by funds: $133M → $110M (-$22.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.29M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.03M |
| 3 |
Morgan Stanley
New York
|
+$680K |
| 4 |
Jane Street
New York
|
+$676K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$668K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$4.45M |
| 2 |
JP Morgan Chase
New York
|
-$1.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.36M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$503K |
KBWD Hedge Fund Activity: Q2 2022 in Review
79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2022, worth a combined $110M — down 17% from $133M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KBWD and 10 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 34 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.29M. The largest seller was O'Donnell Financial Services, exiting entirely with an estimated $4.45M sold.
- 79 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2022, down from 81 in Q1 2022.
- Funds reported $110M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 10 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2022 and 12 closed out, a net change of -2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2022 was Citadel Advisors, an estimated $1.29M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2022 was O'Donnell Financial Services, an estimated $4.45M sold.
Based on aggregated 13F filings for Q2 2022.