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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $64.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
26
Closed
9
Calls
$125K
Puts
$325K
Net Calls
-$200K
Net Calls Change
+$3.7M

Top Buyers

1
LPL Financial
LPL Financial
California
$11.6M
2
GI
Gradient Investments
Minnesota
$5.93M
3
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K
4
Wells Fargo
Wells Fargo
California
$5.07M
5
Two Sigma Investments
Two Sigma Investments
New York
$331K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.54M
2
SWA
Strategies Wealth Advisors
Michigan
$0
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$425K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
WC
Waterloo Capital
Texas
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$30.1K – – –
US Bancorp
52
US Bancorp
Minnesota
$27K -$23.3K -1,547 -46%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$21.9K +$21.9K +1,453 New
TFGT
54
TS Financial Group (TSFG)
Illinois
$18K – – –
BP
55
BNP Paribas
France
$14.9K +$14.9K +1,000 New
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$12.8K +$12.8K +850 New
Citigroup
57
Citigroup
New York
$12K +$12K +800 New
PTC
58
Private Trust Company
Ohio
$9.79K – – –
GRP
59
Global Retirement Partners
California
$9.68K +$301 +20 +3%
EWA
60
EverSource Wealth Advisors
Alabama
$9.39K +$3.18K +200 +51%
BFA
61
Brown Financial Advisors
Ohio
$8.32K +$8.32K +553 New
RIA
62
Realta Investment Advisors
Delaware
$7.52K – – –
MWM
63
MGB Wealth Management
Texas
$7.12K – – –
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$6.02K +$6.02K +400 New
PS
65
Principal Securities
Iowa
$4.66K – – –
Russell Investments Group
66
Russell Investments Group
United Kingdom
$4.66K – – –
TWP
67
Triad Wealth Partners
Kansas
$4.66K +$4.66K +310 New
GWM
68
Geneos Wealth Management
Colorado
$2.08K -$2.02K -134 -49%
GIA
69
GHP Investment Advisors
Colorado
$1.54K +$1.54K +102 New
DFA
70
DHJJ Financial Advisors
Illinois
$346 – – –
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$60 +$60 +4 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$53 -$3.67K -277 -99%
HNB
73
Huntington National Bank
Ohio
$23 -$23 – –
SWA
74
Strategies Wealth Advisors
Michigan
– -$1.71M -110,144 Closed
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
– -$526K -33,952 Closed
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