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Invesco KBW High Dividend Yield Financial ETF

65 hedge funds and large institutions have $88.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $880K | Put options by funds: $135K

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $82.8M → $88.6M (+$5.79M)

1.29% more ownership

Funds ownership: 19.7%20.99% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6665 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
25
Reduced
18
Closed
7
Calls
$880K
Puts
$135K
Net Calls
+$745K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IMG Wealth Management
Florida
$20.9K +$2.87K +213 +15%
RF
52
Rossby Financial
Florida
$20.4K
ASN
53
Advisory Services Network
Georgia
$19.9K +$21.3K +1,583 New
JP Morgan Chase
54
JP Morgan Chase
New York
$18K
Jones Financial Companies
55
Jones Financial Companies
Missouri
$11.9K
Simplex Trading
56
Simplex Trading
Illinois
$11.1K +$12K +888 New
Citigroup
57
Citigroup
New York
$10K -$13 -1 -0.1%
AWM
58
AE Wealth Management
Kansas
$8.15K
EWA
59
EverSource Wealth Advisors
Alabama
$7.4K
NA
60
NewEdge Advisors
Louisiana
$6.83K -$687 -51 -9%
SC
61
Stance Capital
Massachusetts
$6.72K +$7.22K +536 New
GWM
62
Geneos Wealth Management
Colorado
$1.73K
SIS
63
Sound Income Strategies
Florida
$1.25K
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$364 -$3.61K -268 -90%
DFA
65
DHJJ Financial Advisors
Illinois
$289
HNB
66
Huntington National Bank
Ohio
$23
Two Sigma Investments
67
Two Sigma Investments
New York
-$3.24M -237,100 Closed
QC
68
Quadrature Capital
United Kingdom
-$566K -41,453 Closed
AIM
69
Advyzon Investment Management
Illinois
-$165K -12,083 Closed
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
-$159K -11,651 Closed
KAS
71
Kestra Advisory Services
Texas
-$52.3K -3,830 Closed
HWP
72
Highline Wealth Partners
California
-$4.1K -300 Closed
BTI
73
Blue Trust Inc
Georgia
-$1.09K -80 Closed

KBWD Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2026, worth a combined $88.6M — up 7% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWD positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $3.24M sold.

  • 65 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $88.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2026, up 7% quarter-over-quarter.
  • 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2026 was Wells Fargo, an estimated $11.9M added.
  • The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2026 was Two Sigma Investments, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2026.