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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

46 hedge funds and large institutions have $67.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.2M
3
WA
3
WESPAC Advisors
California
$1.07M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$389K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$471K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Jane Street
2
Jane Street
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$768K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.81M
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$309K – – –
RJA
27
Raymond James & Associates
Florida
$287K -$49.8K -2,198 -15%
SCI
28
Stableford Capital II
Arizona
$226K – – –
AG
29
Advisor Group
Arizona
$220K +$19.3K +850 +10%
TSS
30
Two Sigma Securities
New York
$215K +$215K +9,478 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$105K -$5.53K -246 -5%
ASN
32
Advisory Services Network
Georgia
$92K -$8.36K -368 -8%
SIAP
33
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K -$45.5K -2,000 -33%
US Bancorp
34
US Bancorp
Minnesota
$73K – – –
GRP
35
Global Retirement Partners
California
$51K – – –
AIM
36
Anchor Investment Management
South Carolina
$45.2K – – –
IA
37
IFP Advisors
Florida
$44K – – –
DBT
38
Dubuque Bank & Trust
Iowa
$18K +$12.4K +550 +220%
WEC
39
Winslow Evans & Crocker
Massachusetts
$15.9K – – –
APA
40
American Portfolios Advisors
New York
$15.7K – – –
SIS
41
Sound Income Strategies
Florida
$11K – – –
Citigroup
42
Citigroup
New York
$9K – – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
AWA
44
Acorn Wealth Advisors
Michigan
$7K – – –
SWP
45
Stratos Wealth Partners
Ohio
$4K – – –
AF
46
Advisornet Financial
Minnesota
$1K – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
– -$4.55M -192,739 Closed
Jane Street
48
Jane Street
New York
– -$1.02M -42,979 Closed
FAIM
49
Financial Advocates Investment Management
Washington
– -$285K -12,061 Closed
RJFSA
50
Raymond James Financial Services Advisors
Florida
– -$204K -8,633 Closed
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