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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $89.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$5.92M
2
Bank of America
Bank of America
North Carolina
$9.47M
3
CAN
Cetera Advisor Networks
California
$2.66M
4
KAS
Kestra Advisory Services
Texas
$2.44M
5
UBS Group
UBS Group
Switzerland
$2.59M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$633K
2
BWA
BDO Wealth Advisors
Florida
$3.34M
3
AHC
Adell Harriman & Carpenter
Texas
$0
4
WOSD
WFA of San Diego
California
$0
5
HIS
Harvest Investment Services
Illinois
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
AlphaCore Capital
California
$124K – – –
WP
52
WealthShield Partners
North Carolina
$91K +$91K +4,409 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$87K – – –
RCA
54
Ranch Capital Advisors
Florida
$78K – – –
NFG
55
Next Financial Group
Texas
$78K +$51.3K +2,500 +192%
CP
56
Castleview Partners
Texas
$78K +$78K +3,765 New
HI
57
Harbour Investments
Wisconsin
$41K – – –
AF
58
Arrow Financial
New York
$37K – – –
Citigroup
59
Citigroup
New York
$33K +$26.8K +1,304 +435%
IA
60
IFP Advisors
Florida
$26K – – –
TFGT
61
TS Financial Group (TSFG)
Illinois
$25K – – –
FFA
62
Founders Financial Alliance
North Carolina
$18K – – –
APA
63
American Portfolios Advisors
New York
$14.3K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$12K -$10K -500 -45%
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K +$12K +568 New
GRP
66
Global Retirement Partners
California
$10K – – –
JPLA
67
Joseph P. Lucia & Associates
New York
$10K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$10K +$10K +500 New
Barclays
69
Barclays
United Kingdom
$10K +$10K +500 New
JCM
70
Jacobi Capital Management
Pennsylvania
$8K +$8K +400 New
SWM
71
Spire Wealth Management
Virginia
$7K – – –
CIAS
72
Capital Investment Advisory Services
North Carolina
$6K – – –
SB
73
Strategic Blueprint
Georgia
$4K +$4K +200 New
AF
74
Advisornet Financial
Minnesota
$1K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$1K +$949 +37 +1,850%
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