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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $94.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
21
Closed
14
Calls
$66K
Puts
$1.71M
Net Calls
-$1.64M
Net Calls Change
-$1.17M

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$4.05M
2
Bank of America
2
Bank of America
North Carolina
$8.67M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.66M
5
MHFA
5
Mission Hills Financial Advisory
California
$7.63M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$19K
2
TCMP
2
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$486K +$46.6K +3,224 +11%
CW
27
CreativeOne Wealth
Kansas
$419K +$36K +2,489 +9%
KWA
28
Kingswood Wealth Advisors
California
$415K +$415K +28,746 New
GM
29
GeoWealth Management
Illinois
$411K +$267K +18,465 +185%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$401K -$27.2K -1,884 -6%
WC
31
Waterloo Capital
Texas
$401K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$397K -$9.14K -632 -2%
GLA
33
Good Life Advisors
Pennsylvania
$270K +$270K +18,677 New
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$264K -$30.4K -2,107 -10%
IA
35
IFP Advisors
Florida
$260K +$105K +7,245 +67%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$250K -$237K -16,378 -49%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$248K -$53.4K -3,688 -18%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$243K -$111K -7,655 -31%
AHC
39
Adell Harriman & Carpenter
Texas
$231K +$53.5K +3,700 +30%
AAS
40
Avantax Advisory Services
Texas
$199K -$11.8K -819 -6%
KA
41
Kovack Advisors
Florida
$175K – – –
MOS
42
MGO One Seven
Ohio
$155K -$3.69K -255 -2%
IA
43
Integrity Alliance
Iowa
$153K +$153K +10,615 New
AIM
44
Advyzon Investment Management
Illinois
$152K +$2.66K +184 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$149K +$149K +10,342 New
P
46
&Partners
Tennessee
$146K – – –
FFA
47
Farther Finance Advisors
California
$137K -$38.2K -2,632 -22%
Comerica Bank
48
Comerica Bank
Texas
$130K +$2.21K +153 +2%
Citadel Advisors
49
Citadel Advisors
Florida
$123K +$47.8K +3,311 +64%
FFA
50
Founders Financial Alliance
North Carolina
$109K +$434 +30 +0.4%
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