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Invesco KBW High Dividend Yield Financial ETF

78 hedge funds and large institutions have $81.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.45% less ownership

Funds ownership: 22.5%20.04% (-2.5%)

14% less capital invested

Capital invested by funds: $94.4M → $81.5M (-$12.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $634K

Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$634K
Net Calls
Net Calls Change

Top Sellers

1 -$7.05M
2 -$4.05M
3 -$3.66M
4
Morgan Stanley
Morgan Stanley
New York
-$994K
5
Bank of America
Bank of America
North Carolina
-$784K
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
51
MPWM Advisory Solutions
Georgia
$77.7K
CA
52
CoreCap Advisors
Michigan
$62.4K
AAS
53
Ameritas Advisory Services
Nebraska
$50.1K
Simplex Trading
54
Simplex Trading
Illinois
$41K
OLVIG
55
Oliver Lagore Vanvalin Investment Group
Michigan
$34.7K
WOSD
56
WFA of San Diego
California
$33.3K
CIAS
57
Capital Investment Advisory Services
North Carolina
$25.1K
RF
58
Rossby Financial
Florida
$22.6K
IWM
59
IMG Wealth Management
Florida
$18.9K
BlackRock
60
BlackRock
New York
$18.4K
AWM
61
AE Wealth Management
Kansas
$18.2K
TFGT
62
TS Financial Group (TSFG)
Illinois
$17K
HI
63
Harbour Investments
Wisconsin
$14.9K
Citigroup
64
Citigroup
New York
$11.1K
SAM
65
Smartleaf Asset Management
Massachusetts
$11K
NA
66
NewEdge Advisors
Louisiana
$10.5K
GRP
67
Global Retirement Partners
California
$10.1K
PTC
68
Private Trust Company
Ohio
$9.03K
EWA
69
EverSource Wealth Advisors
Alabama
$8.18K
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$8.07K
MWM
71
MGB Wealth Management
Texas
$3.81K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$3.14K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2.75K
GWM
74
Geneos Wealth Management
Colorado
$1.91K
SIS
75
Sound Income Strategies
Florida
$1.39K