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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $79.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
11
Calls
$52K
Puts
$82K
Net Calls
-$30K
Net Calls Change
-$30K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$26.2M
2
LPL Financial
LPL Financial
California
$9.96M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.63M
4
WC
Waterloo Capital
Texas
$1.25M
5
CL
Choreo LLC
Illinois
$1.15M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.03M
2
UBS Group
UBS Group
Switzerland
$543K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.24M
4
AWM
AE Wealth Management
Kansas
$618K
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$543K -$1.86M -116,983 -77%
EWM
27
Endowment Wealth Management
Wisconsin
$475K -$102K -6,429 -18%
Citadel Advisors
28
Citadel Advisors
Florida
$469K +$469K +29,585 New
EA
29
Eudaimonia Advisors
Tennessee
$459K -$119K -7,523 -21%
Two Sigma Investments
30
Two Sigma Investments
New York
$390K +$390K +24,600 New
JIP
31
Jaffetilchin Investment Partners
Florida
$354K +$1.86K +117 +0.5%
ARC
32
Advisor Resource Council
Texas
$318K +$318K +20,025 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$311K -$296K -18,631 -49%
CF
34
Centaurus Financial
California
$308K -$461K -29,072 -60%
AAS
35
Avantax Advisory Services
Texas
$285K -$33.7K -2,125 -11%
Mariner
36
Mariner
Kansas
$260K +$1.86K +117 +0.7%
NA
37
NewEdge Advisors
Louisiana
$229K -$6.61K -418 -3%
KA
38
Kovack Advisors
Florida
$226K +$7.9K +498 +4%
TRCT
39
Tower Research Capital (TRC)
New York
$224K -$1.05K -66 -0.5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$214K – – –
KPWS
41
Kestra Private Wealth Services
Texas
$210K -$404K -25,486 -66%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$201K -$473K -29,853 -70%
Comerica Bank
43
Comerica Bank
Texas
$190K +$18.3K +1,155 +11%
MOS
44
MGO One Seven
Ohio
$188K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$161K +$161K +10,150 New
AA
46
AlphaMark Advisors
Kentucky
$148K – – –
IA
47
IFP Advisors
Florida
$130K +$1.03K +65 +0.8%
FFA
48
Founders Financial Alliance
North Carolina
$76.7K +$23.9K +1,510 +45%
OP
49
ORG Partners
Indiana
$69.9K – – –
HCM
50
Highlander Capital Management
New Jersey
$66.9K +$36.5K +2,300 +120%
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