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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

58 hedge funds and large institutions have $52M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% 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
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$3.47M
3
LPL Financial
3
LPL Financial
California
$5.24M
4
Mariner
4
Mariner
Kansas
$828K
5
Citadel Advisors
5
Citadel Advisors
Florida
$558K

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$729K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$264K – – –
Invesco
27
Invesco
Georgia
$241K -$14.4K -869 -6%
ASN
28
Advisory Services Network
Georgia
$239K +$16.4K +989 +7%
AWA
29
Arkadios Wealth Advisors
Georgia
$237K +$3.31K +200 +1%
RIA
30
Regal Investment Advisors
Michigan
$228K +$228K +13,740 New
BHWA
31
Beacon Harbor Wealth Advisors
Virginia
$199K +$199K +12,000 New
MOS
32
MGO One Seven
Ohio
$183K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$181K -$61K -3,690 -25%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$181K – – –
FTUS
35
Flow Traders U.S.
New York
$180K +$180K +10,866 New
AHC
36
Adell Harriman & Carpenter
Texas
$174K -$122K -7,375 -41%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$171K +$129K +7,824 +312%
Truist Financial
38
Truist Financial
North Carolina
$166K -$9.64K -583 -5%
AA
39
AlphaMark Advisors
Kentucky
$162K -$3.73K -225 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$158K +$73.5K +4,439 +87%
UBS Group
41
UBS Group
Switzerland
$98K +$4.94K +298 +5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
RCA
43
Ranch Capital Advisors
Florida
$62K -$4.08K -250 -6%
AF
44
Arrow Financial
New York
$29K – – –
NFG
45
Next Financial Group
Texas
$22K – – –
IA
46
IFP Advisors
Florida
$22K – – –
TFGT
47
TS Financial Group (TSFG)
Illinois
$20K – – –
FFA
48
Founders Financial Alliance
North Carolina
$15K – – –
SIAG
49
Safeguard Investment Advisory Group
California
$15K +$15K +940 New
SPIA
50
Steward Partners Investment Advisory
New York
$13K – – –
1
2
3