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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $71M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
15
Closed
9
Calls
$116K
Puts
$113K
Net Calls
+$3K
Net Calls Change
-$72K

Top Buyers

1
LPL Financial
LPL Financial
California
$7.87M
2
PAG
Private Advisor Group
New Jersey
$687K
3
KPWS
Kestra Private Wealth Services
Texas
$602K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$741K
5
AWM
AE Wealth Management
Kansas
$509K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$15.5M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$469K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
51
Castleview Partners
Texas
$39.1K – – –
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$38K +$38K +2,454 New
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$37.5K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$31.3K – – –
FA
55
Faithward Advisors
Pennsylvania
$29.3K – – –
AF
56
Arrow Financial
New York
$27.8K – – –
GRP
57
Global Retirement Partners
California
$26.8K +$9.33K +597 +53%
PP
58
PFS Partners
New Jersey
$24K +$766 +49 +3%
TFGT
59
TS Financial Group (TSFG)
Illinois
$19K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$16.9K – – –
GWM
61
Geneos Wealth Management
Colorado
$12.6K – – –
William Blair & Company
62
William Blair & Company
Illinois
$11.3K – – –
PTC
63
Private Trust Company
Ohio
$10.2K – – –
RIA
64
Realta Investment Advisors
Delaware
$7.82K +$7.82K +500 New
EWA
65
EverSource Wealth Advisors
Alabama
$6.8K – – –
AAP
66
Arax Advisory Partners
Colorado
$5.16K – – –
CIAS
67
Capital Investment Advisory Services
North Carolina
$4.61K – – –
Simplex Trading
68
Simplex Trading
Illinois
$4K +$183 +13 +5%
MFA
69
McClarren Financial Advisors
Pennsylvania
$3K +$96 +7 +3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$438 – – –
ODG
71
O'Dell Group
Ohio
$85 +$85 +5 New
HNB
72
Huntington National Bank
Ohio
$23 -$23 – –
CAN
73
Cetera Advisor Networks
California
– -$1.17M -79,231 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$379K -25,664 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$233K -15,772 Closed
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