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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $76.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
23
Reduced
23
Closed
7
Calls
$23K
Puts
$142K
Net Calls
-$119K
Net Calls Change
+$81K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.8M
2
AWM
2
AE Wealth Management
Kansas
$2.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$545K
4
GI
4
Gradient Investments
Minnesota
$6.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$457K

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$1.55M
2
NA
2
NewEdge Advisors
Louisiana
$12K
3
CF
3
Centaurus Financial
California
$102K
4
BCM
4
Brookstone Capital Management
Illinois
$792K
5
Mariner
5
Mariner
Kansas
$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
AlphaMark Advisors
Kentucky
$75K -$1.15K -75 -2%
WOSD
52
WFA of San Diego
California
$70.7K – – –
CA
53
CoreCap Advisors
Michigan
$69.2K – – –
OP
54
ORG Partners
Indiana
$67.4K – – –
MFS
55
Mattson Financial Services
Michigan
$44.5K – – –
CP
56
Castleview Partners
Texas
$38.2K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$30.6K – – –
US Bancorp
58
US Bancorp
Minnesota
$27.4K – – –
TFGT
59
TS Financial Group (TSFG)
Illinois
$18K – – –
BP
60
BNP Paribas
France
$15.2K – – –
GRP
61
Global Retirement Partners
California
$12.2K +$2.38K +156 +24%
Citigroup
62
Citigroup
New York
$12.2K – – –
NA
63
NewEdge Advisors
Louisiana
$12K -$183K -11,966 -94%
PTC
64
Private Trust Company
Ohio
$9.95K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$9.32K +$9.26K +606 +15,150%
EWA
66
EverSource Wealth Advisors
Alabama
$9.02K – – –
PW
67
Paladin Wealth
Minnesota
$7.92K +$7.92K +518 New
MWM
68
MGB Wealth Management
Texas
$6.88K – – –
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$6.11K – – –
Russell Investments Group
70
Russell Investments Group
United Kingdom
$4.74K – – –
PS
71
Principal Securities
Iowa
$4.74K – – –
GWM
72
Geneos Wealth Management
Colorado
$2.11K – – –
DFA
73
DHJJ Financial Advisors
Illinois
$352 – – –
HNB
74
Huntington National Bank
Ohio
$23 -$23 – –
PFBT
75
Parkside Financial Bank & Trust
Missouri
$16 +$16 +1 New
1 2
3
4