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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$448K 32,298 +21,956 +212%
BCM
27
Brookstone Capital Management
Illinois
$422K 30,419 -6,316 -17%
GLA
28
Good Life Advisors
Pennsylvania
$408K 29,442 +10,765 +58%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$400K 28,846 +1,084 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$398K 28,716 +1,250 +5%
WC
31
Waterloo Capital
Texas
$384K 27,719 – –
BRWA
32
B. Riley Wealth Advisors
Florida
$342K 24,646 +24,646 New
TRCT
33
Tower Research Capital (TRC)
New York
$336K 24,236 +24,236 New
IA
34
IFP Advisors
Florida
$272K 19,628 +1,633 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$261K 18,818 +1,676 +10%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$253K 18,221 -48 -0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$226K 16,260 -1,011 -6%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$201K 14,479 -2,341 -14%
AAS
39
Avantax Advisory Services
Texas
$201K 14,456 +673 +5%
CW
40
CreativeOne Wealth
Kansas
$199K 14,330 -14,679 -51%
Citadel Advisors
41
Citadel Advisors
Florida
$187K 13,458 +4,942 +58%
AHC
42
Adell Harriman & Carpenter
Texas
$180K 13,000 -3,000 -19%
KA
43
Kovack Advisors
Florida
$168K 12,080 – –
AIM
44
Advyzon Investment Management
Illinois
$150K 10,838 +342 +3%
MOS
45
MGO One Seven
Ohio
$149K 10,716 – –
FFA
46
Farther Finance Advisors
California
$141K 10,181 +718 +8%
P
47
&Partners
Tennessee
$140K 10,121 +1 +0%
SWP
48
Stratos Wealth Partners
Ohio
$140K 10,083 +10,083 New
Comerica Bank
49
Comerica Bank
Texas
$105K 7,564 -1,424 -16%
FFA
50
Founders Financial Alliance
North Carolina
$104K 7,520 – –
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