KBWD icon

Invesco KBW High Dividend Yield Financial ETF

58 hedge funds and large institutions have $37.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$199K -$114K -8,108 -36%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$196K -$405K -30,258 -67%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$184K +$184K +13,685 New
ASN
29
Advisory Services Network
Georgia
$180K +$23.1K +1,722 +15%
GWM
30
Geneos Wealth Management
Colorado
$176K
MOS
31
MGO One Seven
Ohio
$148K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$147K +$147K +10,968 +182,800%
Truist Financial
33
Truist Financial
North Carolina
$143K -$14.6K -1,086 -9%
AA
34
AlphaMark Advisors
Kentucky
$134K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$87K
UBS Group
36
UBS Group
Switzerland
$75K -$86.7K -6,496 -54%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$68K -$29.6K -2,222 -30%
WP
38
WealthShield Partners
North Carolina
$59K
RCA
39
Ranch Capital Advisors
Florida
$54K
EWM
40
Edge Wealth Management
New York
$40K -$207K -15,500 -84%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$34K
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$32K +$32K +2,400 New
AIM
43
Anchor Investment Management
South Carolina
$28.1K
AF
44
Arrow Financial
New York
$24K
IA
45
IFP Advisors
Florida
$17K +$6.54K +500 +63%
NFG
46
Next Financial Group
Texas
$17K +$17K +1,300 New
TFGT
47
TS Financial Group (TSFG)
Illinois
$16K
US Bancorp
48
US Bancorp
Minnesota
$16K
FFA
49
Founders Financial Alliance
North Carolina
$12K +$12K +880 New
SPIA
50
Steward Partners Investment Advisory
New York
$11K