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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $66.9M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$581K
4
EA
Eudaimonia Advisors
Tennessee
$554K
5
Mariner
Mariner
Kansas
$247K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.8M
2
BCM
Brookstone Capital Management
Illinois
$1.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.55M
4
CF
Centaurus Financial
California
$736K
5
LPL Financial
LPL Financial
California
$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
– -$5.16K -330 Closed
Simplex Trading
77
Simplex Trading
Illinois
– -$4K -284 Closed
MFA
78
McClarren Financial Advisors
Pennsylvania
– -$3K -218 Closed
ODG
79
O'Dell Group
Ohio
– -$85 -5 Closed
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4