Invesco KBW High Dividend Yield Financial ETF (KBWD)

• Market cap: $424M
• 1 day: -0.64%
• 5 days: -1.96%
• 1 month: 0.29%
• 3 months: 2.49%
• 6 months: -6.1%
• Year to date: -5.01%
• 1 year: -9.43%
• 5 years: 1.82%
• 10 years: -37.96%
• Sector: Financials
• Industry: Asset Management

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

10% more funds holding

Funds holding: 71 [Q1] → 78 (+7) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

2.45% less ownership

Funds ownership: 22.5% [Q1] → 20.04% (-2.45%) [Q2]

14% less capital invested

Capital invested by funds: $94.4M [Q1] → $81.5M (-$12.9M) [Q2]

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $634K