Invesco KBW High Dividend Yield Financial ETF
KBWD
73 hedge funds and large institutions have $67.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1% more funds holding
Funds holding: 72 → 73 (+1)
1% more capital invested
Capital invested by funds: $67.3M → $67.7M (+$431K)
0.65% less ownership
Funds ownership: 18.52% → 17.88% (-0.65%)
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
37% less call options, than puts
Call options by funds: $52K | Put options by funds: $82K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.19M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.8M |
| 3 |
WC
Waterloo Capital
Austin,
Texas
|
+$1.16M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$1.06M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.72M |
| 3 |
Morgan Stanley
New York
|
-$1.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$975K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$961K |
KBWD Hedge Fund Activity: Q4 2023 in Review
73 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q4 2023, worth a combined $67.7M — up 0.64% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KBWD positions and 11 closed out — a net gain of 2 holders — while 22 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.19M. The largest seller was Wells Fargo, cutting an estimated $2.11M.
- 73 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $67.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q4 2023, up 0.64% quarter-over-quarter.
- 13 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q4 2023 and 11 closed out, a net change of +2 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q4 2023 was LPL Financial, an estimated $2.19M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q4 2023 was Wells Fargo, an estimated $2.11M sold.
Based on aggregated 13F filings for Q4 2023.