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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

78 hedge funds and large institutions have $81.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
27
Reduced
20
Closed
8
Calls
–
Puts
$634K
Net Calls
-$634K
Net Calls Change
+$1.01M

Top Buyers

1
MHFA
1
Mission Hills Financial Advisory
California
$9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.25M
3
TCMP
3
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M
4
LPL Financial
4
LPL Financial
California
$12.8M
5
GI
5
Gradient Investments
Minnesota
$7.27M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.35M
2
TI
2
TrueMark Investments
Illinois
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$11.9M
5
Bank of America
5
Bank of America
North Carolina
$7.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$448K +$305K +21,956 +212%
BCM
27
Brookstone Capital Management
Illinois
$422K -$87.6K -6,316 -17%
GLA
28
Good Life Advisors
Pennsylvania
$408K +$149K +10,765 +58%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$400K +$15K +1,084 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$398K +$17.3K +1,250 +5%
WC
31
Waterloo Capital
Texas
$384K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$342K +$342K +24,646 New
TRCT
33
Tower Research Capital (TRC)
New York
$336K +$336K +24,236 New
IA
34
IFP Advisors
Florida
$272K +$22.7K +1,633 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$261K +$23.2K +1,676 +10%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$253K -$666 -48 -0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$226K -$14.1K -1,011 -6%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$201K -$32.5K -2,341 -14%
AAS
39
Avantax Advisory Services
Texas
$201K +$9.34K +673 +5%
CW
40
CreativeOne Wealth
Kansas
$199K -$204K -14,679 -51%
Citadel Advisors
41
Citadel Advisors
Florida
$187K +$68.5K +4,942 +58%
AHC
42
Adell Harriman & Carpenter
Texas
$180K -$41.6K -3,000 -19%
KA
43
Kovack Advisors
Florida
$168K – – –
AIM
44
Advyzon Investment Management
Illinois
$150K +$4.74K +342 +3%
MOS
45
MGO One Seven
Ohio
$149K – – –
FFA
46
Farther Finance Advisors
California
$141K +$9.96K +718 +8%
P
47
&Partners
Tennessee
$140K +$14 +1 +0%
SWP
48
Stratos Wealth Partners
Ohio
$140K +$140K +10,083 New
Comerica Bank
49
Comerica Bank
Texas
$105K -$19.8K -1,424 -16%
FFA
50
Founders Financial Alliance
North Carolina
$104K – – –
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