Invesco KBW High Dividend Yield Financial ETF
KBWD
67 hedge funds and large institutions have $71.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 14 closing their positions.
6% more capital invested
Capital invested by funds: $67.7M → $71.7M (+$4M)
1.04% more ownership
Funds ownership: 17.88% → 18.92% (+1%)
8% less funds holding
Funds holding: 73 → 67 (-6)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
97% less call options, than puts
Call options by funds: $101K | Put options by funds: $4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.35M |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$2.01M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$688K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$683K |
| 5 |
Morgan Stanley
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$639K |
| 2 |
EA
Eudaimonia Advisors
Winchester,
Tennessee
|
-$459K |
| 3 |
JP Morgan Chase
New York
|
-$452K |
| 4 |
Two Sigma Investments
New York
|
-$390K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$318K |
KBWD Hedge Fund Activity: Q1 2024 in Review
67 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2024, worth a combined $71.7M — up 5.9% from $67.7M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KBWD and 8 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 20 added.
The largest buyer was AE Wealth Management, adding an estimated $4.35M. The largest seller was Eudaimonia Partners, exiting entirely with an estimated $639K sold.
- 67 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2024, down from 73 in Q4 2023.
- Funds reported $71.7M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 8 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2024 and 14 closed out, a net change of -6 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2024 was AE Wealth Management, an estimated $4.35M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2024 was Eudaimonia Partners, an estimated $639K sold.
Based on aggregated 13F filings for Q1 2024.