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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $258M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
25
Closed
10
Calls
$82K
Puts
$13K
Net Calls
+$69K
Net Calls Change
+$69K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$8.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$743K
3
Goldman Sachs
3
Goldman Sachs
New York
$380K
4
CF
4
Centaurus Financial
California
$1.25M
5
AWS
5
Atria Wealth Solutions
New York
$832K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
Bank of America
3
Bank of America
North Carolina
$5.47M
4
Truist Financial
4
Truist Financial
North Carolina
$237K
5
RJA
5
Raymond James & Associates
Florida
$602K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
51
RFP Financial Group
Georgia
$39.5K +$39.5K +2,655 New
MWM
52
MinichMacGregor Wealth Management
New York
$38.3K -$256K -17,260 -87%
CP
53
Castleview Partners
Texas
$37.2K – – –
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$35.7K +$35.7K +2,400 New
FFA
55
Founders Financial Alliance
North Carolina
$32.8K +$2.39K +161 +8%
CFGS
56
Concourse Financial Group Securities
Alabama
$29.7K – – –
MCC
57
Money Concepts Capital
Florida
$28.2K +$28.2K +1,899 New
AF
58
Arrow Financial
New York
$26K – – –
TFS
59
TrustCore Financial Services
Tennessee
$22.3K +$22.3K +1,500 New
PP
60
PFS Partners
New Jersey
$21.5K +$565 +38 +3%
FA
61
Faithward Advisors
Pennsylvania
$19.9K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$18.2K +$5.66K +381 +45%
TFGT
63
TS Financial Group (TSFG)
Illinois
$18K – – –
GRP
64
Global Retirement Partners
California
$16K +$16K +1,078 New
First Manhattan
65
First Manhattan
New York
$12.2K +$4.77K +321 +64%
GWM
66
Geneos Wealth Management
Colorado
$12K – – –
CA
67
CoreCap Advisors
Michigan
$11.5K +$11.5K +777 New
William Blair & Company
68
William Blair & Company
Illinois
$10.8K – – –
PTC
69
Private Trust Company
Ohio
$10K -$3K -195 -23%
RIA
70
Realta Investment Advisors
Delaware
$7.43K – – –
EWA
71
EverSource Wealth Advisors
Alabama
$5.8K +$5.8K +390 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$4.38K – – –
MFA
73
McClarren Financial Advisors
Pennsylvania
$3K +$3K +205 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$417 -$15 -1 -3%
HNB
75
Huntington National Bank
Ohio
$23 – – –
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