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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

66 hedge funds and large institutions have $70.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
28
Closed
14
Calls
$101K
Puts
$4M
Net Calls
-$3.9M
Net Calls Change
-$3.87M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$2.03M
3
GI
3
Gradient Investments
Minnesota
$5.16M
4
Bank of America
4
Bank of America
North Carolina
$6.35M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
EP
2
Eudaimonia Partners
Tennessee
$0
3
EA
3
Eudaimonia Advisors
Tennessee
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$189K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$310K -$231K -14,892 -43%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$309K +$309K +19,948 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$290K -$13K -841 -4%
CW
29
CreativeOne Wealth
Kansas
$288K +$288K +18,593 New
AAS
30
Avantax Advisory Services
Texas
$256K -$22.6K -1,457 -8%
Mariner
31
Mariner
Kansas
$252K -$1.81K -117 -0.7%
CF
32
Centaurus Financial
California
$251K -$49.5K -3,198 -16%
Citadel Advisors
33
Citadel Advisors
Florida
$234K -$224K -14,455 -49%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$233K +$233K +15,035 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$229K +$20.7K +1,335 +10%
JIP
36
Jaffetilchin Investment Partners
Florida
$224K -$122K -7,864 -35%
NA
37
NewEdge Advisors
Louisiana
$222K -$2.29K -148 -1%
PWA
38
Prairie Wealth Advisors
Nebraska
$203K +$203K +13,125 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$189K -$457K -29,526 -71%
MOS
40
MGO One Seven
Ohio
$184K – – –
Comerica Bank
41
Comerica Bank
Texas
$170K -$15.5K -1,000 -8%
AA
42
AlphaMark Advisors
Kentucky
$145K – – –
IA
43
IFP Advisors
Florida
$127K +$201 +13 +0.2%
CA
44
CoreCap Advisors
Michigan
$95.1K +$95.1K +6,140 New
FFA
45
Founders Financial Alliance
North Carolina
$82.9K +$8.06K +520 +11%
HCM
46
Highlander Capital Management
New Jersey
$81.2K +$15.9K +1,025 +24%
TRCT
47
Tower Research Capital (TRC)
New York
$55.9K -$163K -10,491 -74%
US Bancorp
48
US Bancorp
Minnesota
$51.7K -$10.9K -703 -17%
RFG
49
RFP Financial Group
Georgia
$41.1K – – –
CP
50
Castleview Partners
Texas
$38.8K – – –
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