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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $89.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$5.92M
2
Bank of America
Bank of America
North Carolina
$9.47M
3
CAN
Cetera Advisor Networks
California
$2.66M
4
KAS
Kestra Advisory Services
Texas
$2.44M
5
UBS Group
UBS Group
Switzerland
$2.59M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$633K
2
BWA
BDO Wealth Advisors
Florida
$3.34M
3
AHC
Adell Harriman & Carpenter
Texas
$0
4
WOSD
WFA of San Diego
California
$0
5
HIS
Harvest Investment Services
Illinois
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$459K -$39.1K -1,890 -8%
CFG
27
Cooper Financial Group
California
$442K -$37.2K -1,805 -8%
PHAM
28
Palisades Hudson Asset Management
Florida
$436K +$7.23K +351 +2%
MWM
29
MinichMacGregor Wealth Management
New York
$408K +$25.1K +1,222 +7%
ARC
30
Advisor Resource Council
Texas
$371K +$371K +17,977 New
FI
31
FormulaFolio Investments
Michigan
$340K – – –
RIA
32
Regal Investment Advisors
Michigan
$340K +$340K +16,502 New
ASN
33
Advisory Services Network
Georgia
$316K +$50.5K +2,447 +19%
TCA
34
Transcend Capital Advisors
New Jersey
$307K – – –
NA
35
NewEdge Advisors
Louisiana
$304K +$304K +14,765 New
CAN
36
Claraphi Advisory Network
United States
$303K -$11.9K -580 -4%
AWA
37
Arkadios Wealth Advisors
Georgia
$287K +$9.26K +450 +3%
GWM
38
Geneos Wealth Management
Colorado
$278K – – –
Stifel Financial
39
Stifel Financial
Missouri
$274K +$37K +1,797 +16%
TRCT
40
Tower Research Capital (TRC)
New York
$269K +$269K +13,052 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$267K +$30.1K +1,459 +13%
Invesco
42
Invesco
Georgia
$261K -$20.4K -987 -7%
BHWA
43
Beacon Harbor Wealth Advisors
Virginia
$247K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$238K +$238K +11,551 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$226K – – –
MOS
46
MGO One Seven
Ohio
$225K – – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$215K +$215K +10,425 New
KA
48
Kovack Advisors
Florida
$209K +$209K +10,130 New
AA
49
AlphaMark Advisors
Kentucky
$195K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$151K +$30.9K +1,500 +26%
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