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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

54 hedge funds and large institutions have $27.3M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$565K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$120K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$82K
4
CAN
4
Cetera Advisor Networks
California
$891K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$471K

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$0
2
LA
2
LexAurum Advisors
Kansas
$0
3
RIA
3
Regal Investment Advisors
Michigan
$0
4
Bank of America
4
Bank of America
North Carolina
$1.01M
5
UBS Group
5
UBS Group
Switzerland
$273K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$130K -$1.64K -152 -1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$120K +$120K +11,039 New
AWA
28
Arkadios Wealth Advisors
Georgia
$118K +$704 +65 +0.6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$109K -$4.35K -400 -4%
AA
30
AlphaMark Advisors
Kentucky
$108K -$12.5K -1,150 -10%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
OPS
32
Orion Portfolio Solutions
Nebraska
$82K +$82K +7,563 New
ASN
33
Advisory Services Network
Georgia
$66K +$6.59K +603 +11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$56K -$107K -10,023 -66%
RCA
35
Ranch Capital Advisors
Florida
$49K -$2.75K -255 -5%
WP
36
WealthShield Partners
North Carolina
$48K -$81.3K -7,465 -63%
HB
37
Horizon Bancorp
Indiana
$43K +$43K +4,000 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$27K +$27K +2,509 New
AIM
39
Anchor Investment Management
South Carolina
$24K +$1.07K +99 +5%
AF
40
Arrow Financial
New York
$19K +$19K +1,780 New
SPIA
41
Steward Partners Investment Advisory
New York
$14K -$9.69K -900 -41%
US Bancorp
42
US Bancorp
Minnesota
$13K – – –
TFGT
43
TS Financial Group (TSFG)
Illinois
$13K +$13K +1,200 New
JPLA
44
Joseph P. Lucia & Associates
New York
$12K +$100 +9 +0.8%
IA
45
IFP Advisors
Florida
$10K – – –
NFG
46
Next Financial Group
Texas
$8K – – –
APA
47
American Portfolios Advisors
New York
$7.49K – – –
GRP
48
Global Retirement Partners
California
$5K – – –
Citigroup
49
Citigroup
New York
$3K -$2K -200 -40%
CAN
50
Claraphi Advisory Network
United States
$3K +$3K +250 New
1
2
3