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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

84 hedge funds and large institutions have $144M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
23
Closed
10
Calls
$251K
Puts
–
Net Calls
+$251K
Net Calls Change
-$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
ODFS
2
O'Donnell Financial Services
California
$2.15M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.17M
4
LPL Financial
4
LPL Financial
California
$13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.07M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
MGWM
3
Marks Group Wealth Management
Minnesota
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.22M
5
BCM
5
Brookstone Capital Management
Illinois
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$242K +$242K +11,970 New
KAS
52
Kestra Advisory Services
Texas
$239K -$21.3K -1,051 -8%
KA
53
Kovack Advisors
Florida
$238K +$20.3K +1,000 +9%
PA
54
PFG Advisors
Arizona
$232K -$7.29K -360 -3%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$222K – – –
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$218K +$218K +10,730 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$218K +$218K +10,744 New
MOS
58
MGO One Seven
Ohio
$217K -$4.64K -229 -2%
Renaissance Technologies
59
Renaissance Technologies
New York
$203K +$203K +10,000 New
AA
60
AlphaMark Advisors
Kentucky
$192K -$508 -25 -0.3%
WOSD
61
WFA of San Diego
California
$152K -$30.4K -1,500 -17%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$150K +$150K +7,382 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$148K -$137K -6,750 -48%
AC
64
AlphaCore Capital
California
$122K – – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$47K -$181K -8,924 -79%
AF
66
Arrow Financial
New York
$36K – – –
AIP
67
Ahrens Investment Partners
Louisiana
$34K +$34K +1,700 New
FA
68
Faithward Advisors
Pennsylvania
$33K – – –
PP
69
PFS Partners
New Jersey
$26.4K +$26.4K +1,304 New
TFGT
70
TS Financial Group (TSFG)
Illinois
$24K – – –
HI
71
Harbour Investments
Wisconsin
$21K -$20.4K -985 -49%
FFA
72
Founders Financial Alliance
North Carolina
$18K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$16K +$4.83K +232 +43%
CA
74
CoreCap Advisors
Michigan
$16K +$16K +777 New
NFSG
75
Newbridge Financial Services Group
Florida
$15K – – –
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