Invesco KBW High Dividend Yield Financial ETF
KBWD
72 hedge funds and large institutions have $95.2M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 14 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
0.27% more ownership
Funds ownership: 22.41% → 22.68% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 81 → 72 (-9)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
75% less capital invested
Capital invested by funds: $388M → $95.2M (-$293M)
96% less call options, than puts
Call options by funds: $66K | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$4.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
Two Sigma Investments
New York
|
+$1.08M |
| 5 |
MHFA
Mission Hills Financial Advisory
San Diego,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.01M |
| 2 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
-$1.32M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$419K |
| 4 |
Jane Street
New York
|
-$371K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Jane Street
New York
| – | -$371K | -25,262 | Closed |
|
|
RA
77
RFG Advisory
Birmingham,
Alabama
| – | -$285K | -19,446 | Closed |
|
|
AP
78
Advisors Preferred
Rockville,
Maryland
| – | -$262K | -17,747 | Closed |
|
|
PWA
79
Prairie Wealth Advisors
Omaha,
Nebraska
| – | -$164K | -11,175 | Closed |
|
|
CFGS
80
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$29.9K | -2,000 | Closed |
|
81
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$29.3K | -2,000 | Closed |
|
82
US Bancorp
Minneapolis,
Minnesota
| – | -$26.3K | -1,793 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16.4K | -1,116 | Closed |
|
|
BP
84
BNP Paribas
Paris,
France
| – | -$14.4K | -1,000 | Closed |
|
|
TWC
85
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$14.7K | -1,000 | Closed |
|
|
PFT
86
Providence First Trust
Scottsdale,
Arizona
| – | -$2.93K | -200 | Closed |
|
87
Russell Investments Group
London,
United Kingdom
| – | -$2.32K | -158 | Closed |
|
KBWD Hedge Fund Activity: Q1 2025 in Review
72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2025, worth a combined $95.2M — down 75% from $388M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KBWD and 8 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 29 added.
The largest buyer was TrueMark Investments, opening a new position worth an estimated $4.21M. The largest seller was AE Wealth Management, cutting an estimated $3.01M.
- 72 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2025, down from 81 in Q4 2024.
- Funds reported $95.2M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2025, down 75% quarter-over-quarter.
- 8 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2025 and 14 closed out, a net change of -6 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2025 was TrueMark Investments, an estimated $4.21M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2025 was AE Wealth Management, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2025.