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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $94.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
21
Closed
14
Calls
$66K
Puts
$1.71M
Net Calls
-$1.64M
Net Calls Change
-$1.17M

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$4.05M
2
Bank of America
2
Bank of America
North Carolina
$8.67M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.66M
5
MHFA
5
Mission Hills Financial Advisory
California
$7.63M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$19K
2
TCMP
2
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
51
MPWM Advisory Solutions
Georgia
$80.9K – – –
MFS
52
Mattson Financial Services
Michigan
$73.8K +$12K +830 +19%
CA
53
CoreCap Advisors
Michigan
$65K -$390 -27 -0.6%
OP
54
ORG Partners
Indiana
$63.7K – – –
RF
55
Rossby Financial
Florida
$22K +$22K +1,631 New
BlackRock
56
BlackRock
New York
$19.1K +$19.1K +1,325 New
AWM
57
AE Wealth Management
Kansas
$19K -$2.89M -200,229 -99%
IWM
58
IMG Wealth Management
Florida
$17.4K +$3.66K +253 +27%
TFGT
59
TS Financial Group (TSFG)
Illinois
$17K – – –
Citigroup
60
Citigroup
New York
$11.6K – – –
NA
61
NewEdge Advisors
Louisiana
$10.8K +$144 +10 +1%
PTC
62
Private Trust Company
Ohio
$9.41K – – –
EWA
63
EverSource Wealth Advisors
Alabama
$8.53K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$7.41K -$4.01K -278 -35%
MWM
65
MGB Wealth Management
Texas
$5.42K – – –
PFBT
66
Parkside Financial Bank & Trust
Missouri
$4.77K +$4.74K +328 +16,400%
GWM
67
Geneos Wealth Management
Colorado
$3.99K +$1.99K +138 +100%
PS
68
Principal Securities
Iowa
$3.59K – – –
Jones Financial Companies
69
Jones Financial Companies
Missouri
$2.88K – – –
SIS
70
Sound Income Strategies
Florida
$1.45K +$1.45K +100 New
DFA
71
DHJJ Financial Advisors
Illinois
$333 – – –
HNB
72
Huntington National Bank
Ohio
$23 -$23 – –
TCMP
73
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.32M -89,753 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$419K -28,538 Closed
Jane Street
75
Jane Street
New York
– -$371K -25,262 Closed
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