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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $66.9M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$581K
4
EA
Eudaimonia Advisors
Tennessee
$554K
5
Mariner
Mariner
Kansas
$247K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.8M
2
BCM
Brookstone Capital Management
Illinois
$1.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.55M
4
CF
Centaurus Financial
California
$736K
5
LPL Financial
LPL Financial
California
$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
51
RFP Financial Group
Georgia
$40.3K – – –
CP
52
Castleview Partners
Texas
$38K – – –
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$36.5K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$30.4K – – –
HCM
55
Highlander Capital Management
New Jersey
$29K +$29K +1,920 New
AF
56
Arrow Financial
New York
$27K – – –
FA
57
Faithward Advisors
Pennsylvania
$25.8K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$24.9K +$8.48K +558 +52%
PP
59
PFS Partners
New Jersey
$24K +$714 +47 +3%
TFGT
60
TS Financial Group (TSFG)
Illinois
$18K – – –
GWM
61
Geneos Wealth Management
Colorado
$12.3K – – –
William Blair & Company
62
William Blair & Company
Illinois
$11K – – –
PTC
63
Private Trust Company
Ohio
$9.89K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$9.02K +$9.02K +594 New
GRP
65
Global Retirement Partners
California
$8.43K -$16.2K -1,128 -66%
RIA
66
Realta Investment Advisors
Delaware
$7.82K – – –
EWA
67
EverSource Wealth Advisors
Alabama
$5.92K -$684 -45 -10%
CIAS
68
Capital Investment Advisory Services
North Carolina
$4.48K – – –
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$760 +$760 +50 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$426 – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$197 +$197 +13 New
DFA
72
DHJJ Financial Advisors
Illinois
$183 +$183 +12 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– -$160K -10,240 Closed
CFFP
74
Center for Financial Planning
Michigan
– -$75.8K -4,847 Closed
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
– -$38K -2,454 Closed
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