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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $71M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
15
Closed
9
Calls
$116K
Puts
$113K
Net Calls
+$3K
Net Calls Change
-$72K

Top Buyers

1
LPL Financial
LPL Financial
California
$7.87M
2
PAG
Private Advisor Group
New Jersey
$687K
3
KPWS
Kestra Private Wealth Services
Texas
$602K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$741K
5
AWM
AE Wealth Management
Kansas
$509K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$15.5M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$469K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arete Wealth Advisors
Illinois
– -$175K -11,865 Closed
TSS
77
Two Sigma Securities
New York
– -$175K -11,863 Closed
AAS
78
Ameritas Advisory Services
Nebraska
– -$65.9K -4,467 Closed
ASN
79
Advisory Services Network
Georgia
– -$28.5K -1,935 Closed
First Manhattan
80
First Manhattan
New York
– -$12.9K -873 Closed
LWP
81
Lumature Wealth Partners
Georgia
– -$2.04K -138 Closed
1 2 3
4