KBWD icon

Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $258M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
25
Closed
10
Calls
$82K
Puts
$13K
Net Calls
+$69K
Net Calls Change
+$69K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$8.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$743K
3
Goldman Sachs
3
Goldman Sachs
New York
$380K
4
CF
4
Centaurus Financial
California
$1.25M
5
AWS
5
Atria Wealth Solutions
New York
$832K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
Bank of America
3
Bank of America
North Carolina
$5.47M
4
Truist Financial
4
Truist Financial
North Carolina
$237K
5
RJA
5
Raymond James & Associates
Florida
$602K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$533K +$92.7K +6,241 +21%
Citadel Advisors
27
Citadel Advisors
Florida
$530K +$141K +9,502 +36%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$452K -$2.72K -183 -0.6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$439K -$78.4K -5,275 -15%
EWM
30
Endowment Wealth Management
Wisconsin
$423K -$79.8K -5,370 -16%
Goldman Sachs
31
Goldman Sachs
New York
$380K +$380K +25,575 New
PHAM
32
Palisades Hudson Asset Management
Florida
$362K +$9.7K +653 +3%
JIP
33
Jaffetilchin Investment Partners
Florida
$360K +$817 +55 +0.2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$342K -$1.29M -86,867 -79%
AAS
35
Avantax Advisory Services
Texas
$338K +$25.1K +1,687 +8%
ASN
36
Advisory Services Network
Georgia
$329K +$4.96K +334 +2%
CFG
37
Cooper Financial Group
California
$303K +$357 +24 +0.1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$270K -$208K -14,013 -44%
PA
39
PFG Advisors
Arizona
$266K +$76K +5,115 +40%
Truist Financial
40
Truist Financial
North Carolina
$237K -$1.94M -130,821 -89%
NA
41
NewEdge Advisors
Louisiana
$199K -$6.23K -527 -3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$196K – – –
BHWA
43
Beacon Harbor Wealth Advisors
Virginia
$178K +$178K +12,000 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$175K +$163 +11 +0.1%
MOS
45
MGO One Seven
Ohio
$167K -$8.47K -570 -5%
Stifel Financial
46
Stifel Financial
Missouri
$160K -$15.8K -1,065 -9%
AA
47
AlphaMark Advisors
Kentucky
$140K – – –
WOSD
48
WFA of San Diego
California
$108K +$108K +7,285 New
IA
49
IFP Advisors
Florida
$95K +$25.3K +1,081 +36%
FCAG
50
First Capital Advisors Group
New Jersey
$55.3K +$55.3K +3,719 New
1
2
3 4