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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $126M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
10
Closed
9
Calls
$279K
Puts
–
Net Calls
+$279K
Net Calls Change
+$279K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
Wells Fargo
4
Wells Fargo
California
$9.32M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.61M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$261K
2
BCM
2
Brookstone Capital Management
Illinois
$5.56M
3
ARC
3
Advisor Resource Council
Texas
$0
4
CF
4
Centaurus Financial
California
$1.94M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$218K +$12.2K +600 +6%
AA
52
AlphaMark Advisors
Kentucky
$193K – – –
WOSD
53
WFA of San Diego
California
$183K +$183K +9,010 New
AC
54
AlphaCore Capital
California
$122K – – –
Barclays
55
Barclays
United Kingdom
$80K +$69.8K +3,412 +682%
RCA
56
Ranch Capital Advisors
Florida
$77K +$20 +1 +0%
HI
57
Harbour Investments
Wisconsin
$41K – – –
AF
58
Arrow Financial
New York
$36K – – –
FA
59
Faithward Advisors
Pennsylvania
$33K +$33K +1,642 New
HA
60
Herold Advisors
New York
$28K +$28K +1,400 New
IA
61
IFP Advisors
Florida
$26K – – –
TFGT
62
TS Financial Group (TSFG)
Illinois
$24K – – –
FFA
63
Founders Financial Alliance
North Carolina
$18K – – –
NFSG
64
Newbridge Financial Services Group
Florida
$15K +$15K +725 New
APA
65
American Portfolios Advisors
New York
$14.1K – – –
JFGIW
66
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$12K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$11K +$10.2K +498 +1,277%
JPLA
69
Joseph P. Lucia & Associates
New York
$10K – – –
First Manhattan
70
First Manhattan
New York
$10K +$10K +500 New
JCM
71
Jacobi Capital Management
Pennsylvania
$8K – – –
SWM
72
Spire Wealth Management
Virginia
$7K – – –
CIAS
73
Capital Investment Advisory Services
North Carolina
$6K – – –
AF
74
Advisornet Financial
Minnesota
$1K – – –
ARC
75
Advisor Resource Council
Texas
– -$371K -17,977 Closed
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3
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