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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

84 hedge funds and large institutions have $144M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
23
Closed
10
Calls
$251K
Puts
–
Net Calls
+$251K
Net Calls Change
-$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
ODFS
2
O'Donnell Financial Services
California
$2.15M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.17M
4
LPL Financial
4
LPL Financial
California
$13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.07M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
MGWM
3
Marks Group Wealth Management
Minnesota
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.22M
5
BCM
5
Brookstone Capital Management
Illinois
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$817K +$254K +12,503 +45%
PAG
27
Private Advisor Group
New Jersey
$727K +$54.6K +2,695 +8%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$704K +$704K +34,708 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$607K +$607K +29,934 New
Ameriprise
30
Ameriprise
Minnesota
$575K +$575K +28,366 New
EWM
31
Endowment Wealth Management
Wisconsin
$574K +$574K +28,285 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$550K +$94.7K +4,670 +21%
JIP
33
Jaffetilchin Investment Partners
Florida
$540K +$345 +17 +0.1%
TRCT
34
Tower Research Capital (TRC)
New York
$504K +$504K +24,840 New
BRWA
35
B. Riley Wealth Advisors
Florida
$500K +$36.1K +1,781 +8%
MWM
36
MinichMacGregor Wealth Management
New York
$452K +$51.3K +2,533 +13%
PHAM
37
Palisades Hudson Asset Management
Florida
$445K +$8.35K +412 +2%
CFG
38
Cooper Financial Group
California
$436K -$2.8K -138 -0.6%
AAS
39
Avantax Advisory Services
Texas
$427K +$203 +10 +0%
ARC
40
Advisor Resource Council
Texas
$405K +$405K +19,977 New
KWM
41
Kingsview Wealth Management
Oregon
$323K +$323K +15,907 New
ASN
42
Advisory Services Network
Georgia
$320K -$14.7K -723 -4%
RIA
43
Regal Investment Advisors
Michigan
$319K +$9.52K +470 +3%
GWM
44
Geneos Wealth Management
Colorado
$319K +$47.5K +2,345 +17%
AWA
45
Arkadios Wealth Advisors
Georgia
$313K +$11.1K +550 +4%
CAN
46
Claraphi Advisory Network
United States
$311K +$2.21K +109 +0.7%
NFG
47
Next Financial Group
Texas
$295K -$20.6K -1,019 -7%
Stifel Financial
48
Stifel Financial
Missouri
$276K +$6.42K +317 +2%
TCA
49
Transcend Capital Advisors
New Jersey
$272K -$30.4K -1,500 -10%
BHWA
50
Beacon Harbor Wealth Advisors
Virginia
$243K – – –
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2
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