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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $71M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
15
Closed
9
Calls
$116K
Puts
$113K
Net Calls
+$3K
Net Calls Change
-$72K

Top Buyers

1
LPL Financial
LPL Financial
California
$7.87M
2
PAG
Private Advisor Group
New Jersey
$687K
3
KPWS
Kestra Private Wealth Services
Texas
$602K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$741K
5
AWM
AE Wealth Management
Kansas
$509K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$15.5M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$469K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$602K +$602K +38,498 New
AWM
27
AE Wealth Management
Kansas
$509K +$509K +32,574 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$501K -$39.2K -2,509 -7%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$469K -$331K -21,190 -41%
JIP
30
Jaffetilchin Investment Partners
Florida
$400K +$18.5K +1,184 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$364K -$4.69K -300 -1%
AAS
32
Avantax Advisory Services
Texas
$363K +$29.6K +1,891 +9%
EP
33
Eudaimonia Partners
Tennessee
$356K -$59.7K -3,822 -14%
PA
34
PFG Advisors
Arizona
$327K +$32.7K +2,090 +11%
EA
35
Eudaimonia Advisors
Tennessee
$313K +$45.4K +2,905 +17%
NA
36
NewEdge Advisors
Louisiana
$247K -$9.11K -583 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$229K -$147K -9,444 -39%
Truist Financial
38
Truist Financial
North Carolina
$229K +$11.8K +758 +5%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$211K – – –
KA
40
Kovack Advisors
Florida
$199K +$4.05K +259 +2%
MOS
41
MGO One Seven
Ohio
$185K +$9.07K +580 +5%
TWP
42
Tempus Wealth Planning
California
$176K +$1.34K +86 +0.8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$160K +$2.19K +140 +1%
AA
44
AlphaMark Advisors
Kentucky
$148K – – –
IA
45
IFP Advisors
Florida
$85.8K +$22.1K +1,415 +35%
WOSD
46
WFA of San Diego
California
$80.9K +$80.9K +5,175 New
CFFP
47
Center for Financial Planning
Michigan
$75.8K +$75.8K +4,847 New
FCAG
48
First Capital Advisors Group
New Jersey
$65.2K +$65.2K +4,171 New
FFA
49
Founders Financial Alliance
North Carolina
$45.9K +$4.22K +270 +10%
RFG
50
RFP Financial Group
Georgia
$41.5K +$41.5K +2,655 New
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