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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

66 hedge funds and large institutions have $70.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
28
Closed
14
Calls
$101K
Puts
$4M
Net Calls
-$3.9M
Net Calls Change
-$3.87M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$2.03M
3
GI
3
Gradient Investments
Minnesota
$5.16M
4
Bank of America
4
Bank of America
North Carolina
$6.35M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
EP
2
Eudaimonia Partners
Tennessee
$0
3
EA
3
Eudaimonia Advisors
Tennessee
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$189K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PP
51
PFS Partners
New Jersey
$31.7K 2,046 +305 +18%
CFGS
52
Concourse Financial Group Securities
Alabama
$31K 2,000 – –
TFGT
53
TS Financial Group (TSFG)
Illinois
$19K 1,200 – –
PTC
54
Private Trust Company
Ohio
$10.1K 651 – –
GRP
55
Global Retirement Partners
California
$9.67K 624 +17 +3%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$9.2K 594 – –
PA
57
Parallel Advisors
California
$8.98K 580 +580 New
RIA
58
Realta Investment Advisors
Delaware
$7.75K 500 +500 New
MWM
59
MGB Wealth Management
Texas
$6.97K 450 -100 -18%
EWA
60
EverSource Wealth Advisors
Alabama
$5.89K 390 – –
PS
61
Principal Securities
Iowa
$4.8K 310 -34 -10%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$4.8K 310 -34 -10%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$4.36K 281 +253 +904%
GWM
64
Geneos Wealth Management
Colorado
$4.21K 272 -536 -66%
CIAS
65
Capital Investment Advisory Services
North Carolina
$1.32K 85 – –
DFA
66
DHJJ Financial Advisors
Illinois
$357 23 – –
HNB
67
Huntington National Bank
Ohio
– – – –
EP
68
Eudaimonia Partners
Tennessee
– – -40,261 Closed
EA
69
Eudaimonia Advisors
Tennessee
– – -28,939 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
– – -24,600 Closed
ARC
71
Advisor Resource Council
Texas
– – -20,025 Closed
KA
72
Kovack Advisors
Florida
– – -14,230 Closed
KPWS
73
Kestra Private Wealth Services
Texas
– – -13,240 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– – -12,695 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– – -10,150 Closed
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