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Invesco KBW High Dividend Yield Financial ETF
KBWD

65 hedge funds and large institutions have $88.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $880K | Put options by funds: $135K

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $82.8M → $88.6M (+$5.79M)

1.29% more ownership

Funds ownership: 19.7% → 20.99% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 66 → 65 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
18
Closed
7
Calls
$880K
Puts
$135K
Net Calls
+$745K
Net Calls Change
+$470K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$11.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.42M
3
GI
Gradient Investments
Minnesota
+$1.02M
4
EH
Equitable Holdings
New York
+$819K
5
KWA
Kingswood Wealth Advisors
California
+$687K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$3.24M
2
QC
Quadrature Capital
United Kingdom
-$566K
3
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$294K
4
Raymond James Financial
Raymond James Financial
Florida
-$277K
5
KA
Kovack Advisors
Florida
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Waterloo Capital
Texas
$348K – – –
CFB
27
Cullen/Frost Bankers
Texas
$335K -$7.66K -568 -2%
FFA
28
Farther Finance Advisors
California
$311K +$226K +16,763 +206%
CL
29
Choreo LLC
Illinois
$306K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$302K +$1.16K +86 +0.4%
Citadel Advisors
31
Citadel Advisors
Florida
$283K +$304K +22,562 New
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$251K +$270K +20,000 New
BCM
33
Brookstone Capital Management
Illinois
$247K +$3.63K +269 +1%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$241K +$1.2K +89 +0.5%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$203K +$9.06K +672 +4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$177K +$7.52K +558 +4%
OAG
37
Oakmont Advisory Group
New Mexico
$159K -$17.7K -1,312 -9%
TSS
38
Two Sigma Securities
New York
$158K +$170K +12,596 New
SWP
39
Stratos Wealth Partners
Ohio
$151K +$2.17K +161 +1%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$148K -$189 -14 -0.1%
Jane Street
41
Jane Street
New York
$133K +$143K +10,631 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$120K +$129K +9,607 New
ATPW
43
Ashton Thomas Private Wealth
Arizona
$117K +$126K +9,339 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$113K – – –
FFA
45
Founders Financial Alliance
North Carolina
$74.9K +$3.8K +282 +5%
MAS
46
MPWM Advisory Solutions
Georgia
$70.2K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$56K -$61.8K -4,585 -51%
TCM
48
Triumph Capital Management
Colorado
$33.3K -$35.6K -2,643 -50%
HI
49
Harbour Investments
Wisconsin
$31.4K +$6.74K +500 +25%
WOSD
50
WFA of San Diego
California
$27.6K – – –
1
2
3

KBWD Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2026, worth a combined $88.6M — up 7% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWD positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $3.24M sold.

  • 65 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $88.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2026, up 7% quarter-over-quarter.
  • 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2026 was Wells Fargo, an estimated $11.9M added.
  • The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2026 was Two Sigma Investments, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2026.