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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $76.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
23
Reduced
23
Closed
7
Calls
$23K
Puts
$142K
Net Calls
-$119K
Net Calls Change
+$81K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.8M
2
AWM
2
AE Wealth Management
Kansas
$2.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$545K
4
GI
4
Gradient Investments
Minnesota
$6.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$457K

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$1.55M
2
NA
2
NewEdge Advisors
Louisiana
$12K
3
CF
3
Centaurus Financial
California
$102K
4
BCM
4
Brookstone Capital Management
Illinois
$792K
5
Mariner
5
Mariner
Kansas
$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Endowment Wealth Management
Wisconsin
$462K -$84.1K -5,504 -15%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$457K +$457K +29,907 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$455K +$23K +1,507 +5%
RJA
29
Raymond James & Associates
Florida
$410K +$73.2K +4,789 +22%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$325K +$80.7K +5,280 +33%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$325K -$14.3K -937 -4%
GLA
32
Good Life Advisors
Pennsylvania
$266K +$266K +17,420 New
CW
33
CreativeOne Wealth
Kansas
$255K +$255K +16,700 New
Mariner
34
Mariner
Kansas
$248K -$96.1K -6,292 -28%
AAS
35
Avantax Advisory Services
Texas
$239K -$5.73K -375 -2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$233K +$6.98K +457 +3%
KA
37
Kovack Advisors
Florida
$217K -$22.9K -1,500 -10%
PWA
38
Prairie Wealth Advisors
Nebraska
$197K -$3.82K -250 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$184K -$29.3K -1,915 -14%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$174K -$33.8K -2,209 -16%
MOS
41
MGO One Seven
Ohio
$168K -$13.3K -870 -7%
FFA
42
Farther Finance Advisors
California
$164K +$52.1K +3,412 +47%
P
43
&Partners
Tennessee
$155K +$155K +10,116 New
JIP
44
Jaffetilchin Investment Partners
Florida
$153K -$21K -1,376 -12%
IA
45
IFP Advisors
Florida
$133K +$520 +34 +0.4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$130K +$108K +7,059 +486%
FFA
47
Founders Financial Alliance
North Carolina
$104K +$19.6K +1,283 +23%
Comerica Bank
48
Comerica Bank
Texas
$103K -$840 -55 -0.8%
CF
49
Centaurus Financial
California
$102K -$152K -10,000 -60%
TRCT
50
Tower Research Capital (TRC)
New York
$90.2K +$90.2K +5,903 New
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