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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

80 hedge funds and large institutions have $132M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
25
Closed
11
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$95K

Top Buyers

1
ODFS
1
O'Donnell Financial Services
California
$4.45M
2
Bank of America
2
Bank of America
North Carolina
$8.79M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.59M
4
Wells Fargo
4
Wells Fargo
California
$9.48M
5
CFB
5
Cullen/Frost Bankers
Texas
$2.6M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$48K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$3.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
CP
4
Castleview Partners
Texas
$48K
5
LPL Financial
5
LPL Financial
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$829K +$42K +2,150 +5%
AWS
27
Atria Wealth Solutions
New York
$773K +$773K +39,590 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$689K +$104K +5,338 +18%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$645K +$116K +5,945 +22%
EWM
30
Endowment Wealth Management
Wisconsin
$584K +$31.3K +1,604 +6%
PAG
31
Private Advisor Group
New Jersey
$497K -$204K -10,427 -29%
JIP
32
Jaffetilchin Investment Partners
Florida
$458K -$7.15K -409 -2%
PHAM
33
Palisades Hudson Asset Management
Florida
$438K +$8.91K +456 +2%
MWM
34
MinichMacGregor Wealth Management
New York
$435K +$175 +9 +0%
AAS
35
Avantax Advisory Services
Texas
$422K +$9.92K +507 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$363K +$154K +7,862 +73%
KPWS
37
Kestra Private Wealth Services
Texas
$347K +$347K +17,750 New
CFG
38
Cooper Financial Group
California
$344K -$76.5K -3,914 -18%
ASN
39
Advisory Services Network
Georgia
$310K +$1.5K +77 +0.5%
GWM
40
Geneos Wealth Management
Colorado
$306K -$974 -50 -0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$302K +$159K +8,177 +112%
CAN
42
Claraphi Advisory Network
United States
$282K -$18.4K -942 -6%
Stifel Financial
43
Stifel Financial
Missouri
$267K +$606 +31 +0.2%
TCA
44
Transcend Capital Advisors
New Jersey
$262K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$243K -$239K -12,226 -50%
BHWA
46
Beacon Harbor Wealth Advisors
Virginia
$234K – – –
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$233K – – –
AWA
48
Arkadios Wealth Advisors
Georgia
$230K -$71.1K -3,650 -24%
KA
49
Kovack Advisors
Florida
$223K -$5.85K -300 -3%
EP
50
Eudaimonia Partners
Tennessee
$216K +$216K +11,047 New
1
2
3 4