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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $64.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
26
Closed
9
Calls
$125K
Puts
$325K
Net Calls
-$200K
Net Calls Change
+$3.7M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.6M
2
GI
2
Gradient Investments
Minnesota
$5.93M
3
TCMP
3
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K
4
Wells Fargo
4
Wells Fargo
California
$5.07M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$331K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.54M
2
SWA
2
Strategies Wealth Advisors
Michigan
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$425K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
WC
5
Waterloo Capital
Texas
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
– -$288K -18,593 Closed
Citadel Advisors
77
Citadel Advisors
Florida
– -$234K -15,130 Closed
TRCT
78
Tower Research Capital (TRC)
New York
– -$55.9K -3,607 Closed
PP
79
PFS Partners
New Jersey
– -$31.7K -2,046 Closed
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
– -$9.2K -594 Closed
PA
81
Parallel Advisors
California
– -$8.98K -580 Closed
CIAS
82
Capital Investment Advisory Services
North Carolina
– -$1.32K -85 Closed
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