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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $65.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
19
Closed
11
Calls
$162K
Puts
$87K
Net Calls
+$75K
Net Calls Change
+$6K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.5M
2
EP
2
Eudaimonia Partners
Tennessee
$393K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.86M
4
Wells Fargo
4
Wells Fargo
California
$6.81M
5
EA
5
Eudaimonia Advisors
Tennessee
$253K

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$3.81M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.76M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$149K
4
TRCT
4
Tower Research Capital (TRC)
New York
$233K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$379K 25,664 +89 +0.3%
JIP
27
Jaffetilchin Investment Partners
Florida
$360K 24,421 +213 +0.9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$356K 24,112 -25,879 -52%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$348K 23,581 +548 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$315K 21,347 +3,183 +18%
AAS
31
Avantax Advisory Services
Texas
$315K 21,344 -1,422 -6%
PA
32
PFG Advisors
Arizona
$278K 18,833 +951 +5%
EA
33
Eudaimonia Advisors
Tennessee
$253K 17,147 +17,147 New
NA
34
NewEdge Advisors
Louisiana
$242K 16,395 -460 -3%
TRCT
35
Tower Research Capital (TRC)
New York
$233K 15,772 -45,032 -74%
Truist Financial
36
Truist Financial
North Carolina
$205K 13,880 -2,090 -13%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$198K 13,468 +250 +2%
KA
38
Kovack Advisors
Florida
$184K 12,480 +12,480 New
AWA
39
Arete Wealth Advisors
Illinois
$175K 11,865 -510 -4%
TSS
40
Two Sigma Securities
New York
$175K 11,863 +11,863 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$174K 11,811 +11 +0.1%
MOS
42
MGO One Seven
Ohio
$166K 11,270 – –
TWP
43
Tempus Wealth Planning
California
$165K 11,159 +11,159 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$149K 10,100 -56,314 -85%
AA
45
AlphaMark Advisors
Kentucky
$139K 9,450 – –
IA
46
IFP Advisors
Florida
$95.4K 4,076 +12 +0.3%
AAS
47
Ameritas Advisory Services
Nebraska
$65.9K 4,467 +4,467 New
FFA
48
Founders Financial Alliance
North Carolina
$39.3K 2,665 +455 +21%
CP
49
Castleview Partners
Texas
$36.9K 2,503 – –
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$35.4K 2,400 – –
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