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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

43 hedge funds and large institutions have $66M invested in Invesco KBW High Dividend Yield Financial ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.4M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Jane Street
3
Jane Street
New York
$1.37M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.7M
5
AHC
5
Adell Harriman & Carpenter
Texas
$1.25M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$48K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$938K
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$318K +$318K +13,169 New
SCI
27
Stableford Capital II
Arizona
$241K – – –
SF
28
Synovus Financial
Georgia
$208K +$55.2K +2,290 +36%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$203K +$203K +8,402 New
AG
30
Advisor Group
Arizona
$174K +$9.58K +397 +6%
ASN
31
Advisory Services Network
Georgia
$126K +$126K +5,221 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$120K +$263 +11 +0.2%
SIAP
33
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K +$72K +3,000 New
Creative Planning
34
Creative Planning
Kansas
$58K +$1.19K +49 +2%
GRP
35
Global Retirement Partners
California
$52K +$25.9K +1,078 +99%
EDRH
36
Edmond de Rothschild Holding
Switzerland
$48K -$696K -29,000 -94%
US Bancorp
37
US Bancorp
Minnesota
$48K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$36K -$24K -1,001 -40%
NFG
39
Next Financial Group
Texas
$25K – – –
WEC
40
Winslow Evans & Crocker
Massachusetts
$16.9K – – –
IA
41
IFP Advisors
Florida
$5K – – –
Citigroup
42
Citigroup
New York
$5K – – –
AC
43
Alexandria Capital
Virginia
$3K – – –
Citadel Advisors
44
Citadel Advisors
Florida
– -$873K -37,961 Closed
VKH
45
Virtu KCG Holdings
New York
– -$316K -13,756 Closed
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
– -$253K -11,000 Closed
RPG
47
Risk Paradigm Group
Texas
– -$23.5K -1,021 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$4K -174 Closed
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