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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $79.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
11
Calls
$52K
Puts
$82K
Net Calls
-$30K
Net Calls Change
-$30K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$26.2M
2
LPL Financial
LPL Financial
California
$9.96M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.63M
4
WC
Waterloo Capital
Texas
$1.25M
5
CL
Choreo LLC
Illinois
$1.15M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.03M
2
UBS Group
UBS Group
Switzerland
$543K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.24M
4
AWM
AE Wealth Management
Kansas
$618K
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$64.1K +$64.1K +4,043 New
RFG
52
RFP Financial Group
Georgia
$42.1K – – –
CP
53
Castleview Partners
Texas
$39.7K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$31.7K – – –
ASN
55
Advisory Services Network
Georgia
$30.7K +$30.7K +1,935 New
PP
56
PFS Partners
New Jersey
$27.6K +$2.51K +158 +10%
FA
57
Faithward Advisors
Pennsylvania
$27.3K – – –
TFGT
58
TS Financial Group (TSFG)
Illinois
$19K – – –
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$16K +$16K +1,000 New
GWM
60
Geneos Wealth Management
Colorado
$12.8K – – –
PTC
61
Private Trust Company
Ohio
$10.3K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$10.1K -$15.9K -1,005 -61%
GRP
63
Global Retirement Partners
California
$9.61K +$285 +18 +3%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$9.42K – – –
MWM
65
MGB Wealth Management
Texas
$8.72K +$8.72K +550 New
EWA
66
EverSource Wealth Advisors
Alabama
$6.19K – – –
PS
67
Principal Securities
Iowa
$5.46K +$5.46K +344 New
Russell Investments Group
68
Russell Investments Group
United Kingdom
$5.46K +$5.46K +344 New
CIAS
69
Capital Investment Advisory Services
North Carolina
$1.35K -$3.33K -210 -71%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$445 – – –
DFA
71
DHJJ Financial Advisors
Illinois
$365 +$175 +11 +92%
ODG
72
O'Dell Group
Ohio
$86 +$86 +5 New
HNB
73
Huntington National Bank
Ohio
$23 -$45.6K – –
PAG
74
Private Advisor Group
New Jersey
– -$615K -40,495 Closed
RJFSA
75
Raymond James Financial Services Advisors
Florida
– -$338K -22,220 Closed
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