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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

53 hedge funds and large institutions have $56M invested in Invesco KBW High Dividend Yield Financial ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
$854K
2
MML Investors Services
MML Investors Services
Massachusetts
$1.67M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$351K
4
LPL Financial
LPL Financial
California
$6.14M
5
CAN
Cetera Advisor Networks
California
$1.3M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Wells Fargo
Wells Fargo
California
$9.53M
3
PO
Private Ocean
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$284K – – –
AA
27
AlphaMark Advisors
Kentucky
$260K +$260K +11,975 New
FNBOO
28
First National Bank of Omaha
Nebraska
$237K – – –
AIP
29
Ahrens Investment Partners
Louisiana
$229K +$229K +10,543 New
SCI
30
Stableford Capital II
Arizona
$216K +$216K +9,971 New
BRWA
31
B. Riley Wealth Advisors
Florida
$202K +$202K +9,300 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$199K +$67.8K +3,115 +52%
SIAP
33
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$152K +$43.4K +2,000 +40%
CA
34
Cetera Advisors
Colorado
$150K +$150K +6,844 New
ASN
35
Advisory Services Network
Georgia
$88K -$3.96K -183 -4%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$87K +$64.1K +3,101 +280%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$50K +$131 +6 +0.3%
AIM
38
Anchor Investment Management
South Carolina
$43.2K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$31K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$25K +$4.03K +192 +19%
WEC
41
Winslow Evans & Crocker
Massachusetts
$22K – – –
DBT
42
Dubuque Bank & Trust
Iowa
$17K – – –
APA
43
American Portfolios Advisors
New York
$15K – – –
GRP
44
Global Retirement Partners
California
$11K – – –
CF
45
Centaurus Financial
California
$8.47K +$8.47K +184 New
Citigroup
46
Citigroup
New York
$7K – – –
TC
47
Truvestments Capital
Florida
$7K +$7K +300 New
TRCT
48
Tower Research Capital (TRC)
New York
$1K -$42.3K -1,482 -98%
AF
49
Advisornet Financial
Minnesota
$1K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$1K – – –
1
2
3