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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

80 hedge funds and large institutions have $387M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
30
Reduced
24
Closed
7
Calls
$18K
Puts
$487K
Net Calls
-$469K
Net Calls Change
-$350K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.66M
4
TCMP
4
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.32M
5
MHFA
5
Mission Hills Financial Advisory
California
$6.69M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$299M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.38M
3
CFB
3
Cullen/Frost Bankers
Texas
$684K
4
Citadel Advisors
4
Citadel Advisors
Florida
$76.4K
5
LPL Financial
5
LPL Financial
California
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Endowment Wealth Management
Wisconsin
$496K +$52.3K +3,563 +12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$494K +$54.9K +3,742 +13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$446K -$26.9K -1,832 -6%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$435K -$1.98K -135 -0.5%
TRCT
30
Tower Research Capital (TRC)
New York
$419K +$332K +22,635 +383%
MML Investors Services
31
MML Investors Services
Massachusetts
$412K -$77K -5,250 -16%
WC
32
Waterloo Capital
Texas
$407K -$123K -8,355 -23%
CW
33
CreativeOne Wealth
Kansas
$389K +$144K +9,820 +59%
Jane Street
34
Jane Street
New York
$371K +$371K +25,262 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$359K +$182K +12,426 +103%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$306K -$6.45K -439 -2%
RA
37
RFG Advisory
Alabama
$285K +$285K +19,446 New
AP
38
Advisors Preferred
Maryland
$262K +$262K +17,747 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$224K +$205 +14 +0.1%
AAS
40
Avantax Advisory Services
Texas
$214K -$15.6K -1,065 -7%
AHC
41
Adell Harriman & Carpenter
Texas
$180K +$180K +12,300 New
FFA
42
Farther Finance Advisors
California
$177K +$19.8K +1,347 +13%
KA
43
Kovack Advisors
Florida
$177K -$30.8K -2,100 -15%
PWA
44
Prairie Wealth Advisors
Nebraska
$164K -$24.9K -1,700 -13%
MOS
45
MGO One Seven
Ohio
$161K -$132 -9 -0.1%
IA
46
IFP Advisors
Florida
$158K +$30K +2,048 +24%
AIM
47
Advyzon Investment Management
Illinois
$151K +$151K +10,312 New
P
48
&Partners
Tennessee
$151K +$60 +4 +0%
GM
49
GeoWealth Management
Illinois
$147K +$147K +9,999 New
Comerica Bank
50
Comerica Bank
Texas
$130K +$31.1K +2,122 +32%
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