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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

56 hedge funds and large institutions have $77.2M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$793K
2
CAN
Cetera Advisor Networks
California
$979K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$982K
4
Wells Fargo
Wells Fargo
California
$24.5M
5
PAG
Private Advisory Group
Washington
$449K

Top Sellers

1
Jane Street
Jane Street
New York
$441K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
3
CWM
Cornerstone Wealth Management
Missouri
$0
4
Morgan Stanley
Morgan Stanley
New York
$20.6M
5
AA
AlphaMark Advisors
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$313K – – –
MOS
27
MGO One Seven
Ohio
$308K +$308K +13,525 New
FNBOO
28
First National Bank of Omaha
Nebraska
$248K – – –
PAG
29
Private Advisor Group
New Jersey
$242K +$242K +10,636 New
SCI
30
Stableford Capital II
Arizona
$227K – – –
BTS
31
BB&T Securities
Virginia
$202K +$202K +8,896 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$201K +$201K +8,801 New
SPIA
33
Steward Partners Investment Advisory
New York
$147K +$147K +6,450 New
TC
34
Truvestments Capital
Florida
$133K +$133K +5,835 New
ASN
35
Advisory Services Network
Georgia
$98K +$4.02K +176 +4%
SIAP
36
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$78K +$31.9K +1,400 +69%
GRP
38
Global Retirement Partners
California
$56K +$9.44K +412 +20%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$53K -$4.53K -195 -8%
IA
40
IFP Advisors
Florida
$52K – – –
AIM
41
Anchor Investment Management
South Carolina
$45.4K – – –
SWP
42
Stratos Wealth Partners
Ohio
$36K +$36K +1,563 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$33K +$33K +1,450 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +1,133 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$24K – – –
DBT
46
Dubuque Bank & Trust
Iowa
$18K +$18K +800 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$17K -$2.04K -89 -11%
APA
48
American Portfolios Advisors
New York
$15.8K – – –
Citigroup
49
Citigroup
New York
$9K – – –
SIS
50
Sound Income Strategies
Florida
$6K -$4.54K -212 -43%
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