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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $79.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
11
Calls
$52K
Puts
$82K
Net Calls
-$30K
Net Calls Change
-$30K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$26.2M
2
LPL Financial
LPL Financial
California
$9.96M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.63M
4
WC
Waterloo Capital
Texas
$1.25M
5
CL
Choreo LLC
Illinois
$1.15M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.03M
2
UBS Group
UBS Group
Switzerland
$543K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.24M
4
AWM
AE Wealth Management
Kansas
$618K
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
PFG Advisors
Arizona
– -$283K -18,617 Closed
TWP
77
Tempus Wealth Planning
California
– -$178K -11,697 Closed
Truist Financial
78
Truist Financial
North Carolina
– -$175K -11,493 Closed
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
– -$36.5K -2,400 Closed
AF
80
Arrow Financial
New York
– -$27K -1,780 Closed
William Blair & Company
81
William Blair & Company
Illinois
– -$11K -725 Closed
RIA
82
Realta Investment Advisors
Delaware
– -$7.82K -500 Closed
GWMIA
83
Global Wealth Management Investment Advisory
Florida
– -$760 -50 Closed
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
– -$197 -13 Closed
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