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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

78 hedge funds and large institutions have $81.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
27
Reduced
20
Closed
8
Calls
–
Puts
$634K
Net Calls
-$634K
Net Calls Change
+$1.01M

Top Buyers

1
MHFA
1
Mission Hills Financial Advisory
California
$9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.25M
3
TCMP
3
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M
4
LPL Financial
4
LPL Financial
California
$12.8M
5
GI
5
Gradient Investments
Minnesota
$7.27M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.35M
2
TI
2
TrueMark Investments
Illinois
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$11.9M
5
Bank of America
5
Bank of America
North Carolina
$7.54M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.8M 925,509 +69,821 +8%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M 858,980 -71,653 -8%
MHFA
3
Mission Hills Financial Advisory
California
$9M 649,190 +121,167 +23%
Bank of America
4
Bank of America
North Carolina
$7.54M 543,336 -56,540 -9%
Wells Fargo
5
Wells Fargo
California
$7.35M 529,778 -507,992 -49%
GI
6
Gradient Investments
Minnesota
$7.27M 523,842 +40,206 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$2.25M 161,894 +112,725 +229%
UBS Group
8
UBS Group
Switzerland
$1.94M 140,165 +3,656 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.61M 115,799 -14,419 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.54M 110,874 +4,502 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.29M 93,300 – –
EH
12
Equitable Holdings
New York
$1.19M 85,878 +21,419 +33%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.16M 83,895 -255 -0.3%
TCMP
14
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M 80,795 +80,795 New
HIS
15
Harvest Investment Services
Illinois
$891K 64,260 +698 +1%
AWS
16
Atria Wealth Solutions
New York
$760K 54,812 +5,190 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$652K 47,041 +13,405 +40%
CL
18
Choreo LLC
Illinois
$634K 45,714 -12,080 -21%
KWA
19
Kingswood Wealth Advisors
California
$589K 42,441 +13,695 +48%
TCM
20
Triumph Capital Management
Colorado
$580K 41,785 +3,685 +10%
EWM
21
Endowment Wealth Management
Wisconsin
$571K 41,152 +4,937 +14%
Osaic Holdings
22
Osaic Holdings
Arizona
$521K 35,494 -6,567 -16%
Jane Street
23
Jane Street
New York
$515K 37,108 +37,108 New
CFB
24
Cullen/Frost Bankers
Texas
$511K 36,861 -1,487 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$495K 35,665 +1,167 +3%
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