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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

80 hedge funds and large institutions have $387M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
30
Reduced
24
Closed
7
Calls
$18K
Puts
$487K
Net Calls
-$469K
Net Calls Change
-$350K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.66M
4
TCMP
4
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.32M
5
MHFA
5
Mission Hills Financial Advisory
California
$6.69M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$299M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.38M
3
CFB
3
Cullen/Frost Bankers
Texas
$684K
4
Citadel Advisors
4
Citadel Advisors
Florida
$76.4K
5
LPL Financial
5
LPL Financial
California
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Founders Financial Alliance
North Carolina
$110K +$10.1K +687 +10%
MAS
52
MPWM Advisory Solutions
Georgia
$82.2K +$82.2K +5,600 New
Citadel Advisors
53
Citadel Advisors
Florida
$76.4K -$447K -30,457 -85%
AA
54
AlphaMark Advisors
Kentucky
$71K -$1.1K -75 -2%
CA
55
CoreCap Advisors
Michigan
$66.4K – – –
MFS
56
Mattson Financial Services
Michigan
$65.4K +$20.2K +1,321 +45%
OP
57
ORG Partners
Indiana
$64.7K – – –
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$35.2K +$29.3K +2,000 +500%
CFGS
59
Concourse Financial Group Securities
Alabama
$29.9K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$29.3K +$29.3K +2,000 New
US Bancorp
61
US Bancorp
Minnesota
$26.3K – – –
TFGT
62
TS Financial Group (TSFG)
Illinois
$18K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$16.4K -$109K -7,396 -87%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$14.7K +$14.7K +1,000 New
BP
65
BNP Paribas
France
$14.4K – – –
IWM
66
IMG Wealth Management
Florida
$13.9K +$13.9K +950 New
GRP
67
Global Retirement Partners
California
$12K +$293 +20 +3%
Citigroup
68
Citigroup
New York
$11.7K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11.6K +$2.66K +181 +30%
NA
70
NewEdge Advisors
Louisiana
$10.8K -$705 -48 -6%
PTC
71
Private Trust Company
Ohio
$9.55K – – –
EWA
72
EverSource Wealth Advisors
Alabama
$8.66K – – –
MWM
73
MGB Wealth Management
Texas
$5.5K -$1.1K -75 -17%
PS
74
Principal Securities
Iowa
$3.59K -$954 -65 -21%
PFT
75
Providence First Trust
Arizona
$2.93K +$2.93K +200 New
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