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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

63 hedge funds and large institutions have $70.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWA
1
BDO Wealth Advisors
Florida
$3.42M
2
Bank of America
2
Bank of America
North Carolina
$6.51M
3
UBS Group
3
UBS Group
Switzerland
$1.9M
4
LPL Financial
4
LPL Financial
California
$7.56M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.27M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$3.43M
2
Wells Fargo
2
Wells Fargo
California
$5.85M
3
Mariner
3
Mariner
Kansas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$336K 16,497 +16,497 New
Truist Financial
27
Truist Financial
North Carolina
$308K 15,688 +5,652 +56%
CAN
28
Claraphi Advisory Network
United States
$300K 15,296 +15,296 New
TCA
29
Transcend Capital Advisors
New Jersey
$293K 14,900 -5,000 -25%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$293K 14,937 -2,846 -16%
GWM
31
Geneos Wealth Management
Colorado
$272K 13,413 – –
Invesco
32
Invesco
Georgia
$267K 13,632 -902 -6%
AWA
33
Arkadios Wealth Advisors
Georgia
$264K 13,500 -820 -6%
ASN
34
Advisory Services Network
Georgia
$252K 12,879 -1,506 -10%
BHWA
35
Beacon Harbor Wealth Advisors
Virginia
$235K 12,000 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$226K 11,475 +1,936 +20%
Stifel Financial
37
Stifel Financial
Missouri
$225K 11,494 +11,494 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$215K 10,974 – –
MOS
39
MGO One Seven
Ohio
$214K 10,929 -105 -1%
RJA
40
Raymond James & Associates
Florida
$200K 10,182 +10,182 New
AHC
41
Adell Harriman & Carpenter
Texas
$198K 10,100 -400 -4%
WOSD
42
WFA of San Diego
California
$198K 10,090 +10,090 New
AA
43
AlphaMark Advisors
Kentucky
$186K 9,475 -300 -3%
AC
44
AlphaCore Capital
California
$118K 6,000 +6,000 New
Deutsche Bank
45
Deutsche Bank
Germany
$114K 5,819 +5,819 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$87K 4,208 – –
RCA
47
Ranch Capital Advisors
Florida
$74K 3,800 – –
HI
48
Harbour Investments
Wisconsin
$39K 2,000 +2,000 New
AF
49
Arrow Financial
New York
$35K 1,780 – –
IA
50
IFP Advisors
Florida
$26K 1,300 – –
1
2
3