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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $64.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
26
Closed
9
Calls
$125K
Puts
$325K
Net Calls
-$200K
Net Calls Change
+$3.7M

Top Buyers

1
LPL Financial
LPL Financial
California
$11.6M
2
GI
Gradient Investments
Minnesota
$5.93M
3
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K
4
Wells Fargo
Wells Fargo
California
$5.07M
5
Two Sigma Investments
Two Sigma Investments
New York
$331K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.54M
2
SWA
Strategies Wealth Advisors
Michigan
$0
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$425K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
WC
Waterloo Capital
Texas
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$336K +$32.7K +2,161 +11%
RJA
27
Raymond James & Associates
Florida
$332K -$247K -16,392 -43%
Two Sigma Investments
28
Two Sigma Investments
New York
$331K +$331K +22,000 New
CF
29
Centaurus Financial
California
$251K +$7.51K +500 +3%
AAS
30
Avantax Advisory Services
Texas
$241K -$7.37K -490 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$240K -$41.3K -2,751 -15%
KA
32
Kovack Advisors
Florida
$236K +$236K +15,680 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$223K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$210K +$26.5K +1,759 +14%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$204K -$21.8K -1,450 -10%
PWA
36
Prairie Wealth Advisors
Nebraska
$197K – – –
NA
37
NewEdge Advisors
Louisiana
$192K -$24K -1,599 -11%
MOS
38
MGO One Seven
Ohio
$178K – – –
JIP
39
Jaffetilchin Investment Partners
Florida
$171K -$46K -3,061 -21%
IA
40
IFP Advisors
Florida
$130K +$7.31K +486 +6%
FFA
41
Farther Finance Advisors
California
$109K +$109K +7,336 New
Comerica Bank
42
Comerica Bank
Texas
$102K -$63.5K -4,220 -38%
FFA
43
Founders Financial Alliance
North Carolina
$83K +$2.48K +165 +3%
AA
44
AlphaMark Advisors
Kentucky
$75K -$66K -4,375 -47%
WOSD
45
WFA of San Diego
California
$69.6K +$69.6K +4,625 New
CA
46
CoreCap Advisors
Michigan
$68.1K -$24.3K -1,613 -26%
OP
47
ORG Partners
Indiana
$66.3K +$66.3K +4,409 New
MFS
48
Mattson Financial Services
Michigan
$44.5K +$44.5K +2,959 New
RFG
49
RFP Financial Group
Georgia
$39.9K – – –
CP
50
Castleview Partners
Texas
$37.6K – – –
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