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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

45 hedge funds and large institutions have $74M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$24.2M
2
Morgan Stanley
Morgan Stanley
New York
$21.2M
3
Jane Street
Jane Street
New York
$1.22M
4
LPL Financial
LPL Financial
California
$12.6M
5
CWM
Cornerstone Wealth Management
Missouri
$501K

Top Sellers

1
WA
WESPAC Advisors
California
$0
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
SC
Scotia Capital
Ontario, Canada
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$253K +$29.9K +1,298 +13%
FNBOO
27
First National Bank of Omaha
Nebraska
$251K +$251K +10,900 New
SCI
28
Stableford Capital II
Arizona
$230K – – –
ASN
29
Advisory Services Network
Georgia
$97K +$1.53K +65 +2%
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$92K – – –
US Bancorp
31
US Bancorp
Minnesota
$74K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$58K -$51.4K -2,194 -47%
IA
33
IFP Advisors
Florida
$52K +$9.37K +410 +22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$47K -$352K -15,130 -88%
GRP
35
Global Retirement Partners
California
$47K -$5.42K -234 -10%
AIM
36
Anchor Investment Management
South Carolina
$45.9K – – –
WEC
37
Winslow Evans & Crocker
Massachusetts
$24K +$7.2K +300 +43%
FHA
38
Flagship Harbor Advisors
Massachusetts
$19K +$19K +831 New
APA
39
American Portfolios Advisors
New York
$15.9K – – –
SIS
40
Sound Income Strategies
Florida
$11K – – –
AIS
41
Accurate Investment Solutions
Pennsylvania
$10K +$10K +425 New
Citigroup
42
Citigroup
New York
$9K – – –
CAC
43
Certified Advisory Corp
Florida
$5K +$5K +216 New
TRCT
44
Tower Research Capital (TRC)
New York
$5K +$5K +219 New
AF
45
Advisornet Financial
Minnesota
$1K – – –
WA
46
WESPAC Advisors
California
– -$1.07M -47,155 Closed
MIAN
47
Mariner Independent Advisor Network
Kansas
– -$841K -37,087 Closed
SC
48
Scotia Capital
Ontario, Canada
– -$413K -18,182 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$406K -17,889 Closed
TSS
50
Two Sigma Securities
New York
– -$215K -9,478 Closed
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