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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $126M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
10
Closed
9
Calls
$279K
Puts
–
Net Calls
+$279K
Net Calls Change
+$279K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
Wells Fargo
4
Wells Fargo
California
$9.32M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.61M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$261K
2
BCM
2
Brookstone Capital Management
Illinois
$5.56M
3
ARC
3
Advisor Resource Council
Texas
$0
4
CF
4
Centaurus Financial
California
$1.94M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$675K +$675K +33,170 New
EH
27
Equitable Holdings
New York
$565K +$29.6K +1,455 +6%
JIP
28
Jaffetilchin Investment Partners
Florida
$541K +$2.81K +138 +0.5%
BRWA
29
B. Riley Wealth Advisors
Florida
$466K +$466K +22,873 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$456K -$1.77K -87 -0.4%
CFG
31
Cooper Financial Group
California
$440K +$4.05K +199 +0.9%
PHAM
32
Palisades Hudson Asset Management
Florida
$438K +$7.79K +383 +2%
AAS
33
Avantax Advisory Services
Texas
$429K -$23.2K -1,140 -5%
MWM
34
MinichMacGregor Wealth Management
New York
$402K -$1.22K -60 -0.3%
ASN
35
Advisory Services Network
Georgia
$336K +$24.2K +1,187 +8%
NFG
36
Next Financial Group
Texas
$317K +$240K +11,786 +310%
TCA
37
Transcend Capital Advisors
New Jersey
$316K – – –
RIA
38
Regal Investment Advisors
Michigan
$311K -$25K -1,226 -7%
CAN
39
Claraphi Advisory Network
United States
$310K +$10.8K +532 +4%
AWA
40
Arkadios Wealth Advisors
Georgia
$303K +$19.3K +950 +7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$286K +$23K +1,129 +9%
GWM
42
Geneos Wealth Management
Colorado
$276K – – –
Stifel Financial
43
Stifel Financial
Missouri
$271K +$428 +21 +0.2%
KAS
44
Kestra Advisory Services
Texas
$261K -$2.14M -105,477 -89%
BHWA
45
Beacon Harbor Wealth Advisors
Virginia
$244K – – –
PA
46
PFG Advisors
Arizona
$240K +$240K +11,810 New
Invesco
47
Invesco
Georgia
$230K -$27.5K -1,351 -11%
MOS
48
MGO One Seven
Ohio
$230K – – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$229K +$219K +10,735 +2,147%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$223K +$20 +1 +0%
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