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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

66 hedge funds and large institutions have $70.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
28
Closed
14
Calls
$101K
Puts
$4M
Net Calls
-$3.9M
Net Calls Change
-$3.87M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$2.03M
3
GI
3
Gradient Investments
Minnesota
$5.16M
4
Bank of America
4
Bank of America
North Carolina
$6.35M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
EP
2
Eudaimonia Partners
Tennessee
$0
3
EA
3
Eudaimonia Advisors
Tennessee
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$189K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
76
ORG Partners
Indiana
– -$69.9K -4,409 Closed
ASN
77
Advisory Services Network
Georgia
– -$30.7K -1,935 Closed
FA
78
Faithward Advisors
Pennsylvania
– -$27.3K -1,817 Closed
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
– -$16K -1,000 Closed
SPIA
80
Steward Partners Investment Advisory
New York
– -$10.1K -634 Closed
ODG
81
O'Dell Group
Ohio
– -$86 -5 Closed
1 2 3
4