Invesco KBW High Dividend Yield Financial ETF
KBWD
79 hedge funds and large institutions have $82.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
10% more funds holding
Funds holding: 72 → 79 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.4% less ownership
Funds ownership: 22.68% → 20.27% (-2.4%)
13% less capital invested
Capital invested by funds: $95.2M → $82.4M (-$12.8M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $634K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHFA
Mission Hills Financial Advisory
San Diego,
California
|
+$1.64M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.52M |
| 3 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$1.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$943K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.86M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$4.05M |
| 3 |
Two Sigma Investments
New York
|
-$3.66M |
| 4 |
Morgan Stanley
New York
|
-$968K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
76
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.39K | – | – | – |
|
|
PS
77
Principal Securities
Des Moines,
Iowa
| $1.21K | -$2.13K | -158 | -64% |
|
|
DFA
78
DHJJ Financial Advisors
Naperville,
Illinois
| $320 | – | – | – |
|
79
BNP Paribas Financial Markets
Paris,
France
| $305 | +$297 | +22 | New |
|
|
HNB
80
Huntington National Bank
Columbus,
Ohio
| $23 | – | – | – |
|
|
TI
81
TrueMark Investments
Chicago,
Illinois
| – | -$4.05M | -280,134 | Closed |
|
|
82
Two Sigma Investments
New York
| – | -$3.66M | -253,300 | Closed |
|
|
WW
83
Winnow Wealth
Waco,
Texas
| – | -$490K | -33,889 | Closed |
|
|
GM
84
GeoWealth Management
Chicago,
Illinois
| – | -$411K | -28,464 | Closed |
|
|
IA
85
Integrity Alliance
Urbandale,
Iowa
| – | -$153K | -10,615 | Closed |
|
|
MFS
86
Mattson Financial Services
Kentwood,
Michigan
| – | -$73.8K | -5,110 | Closed |
|
|
OP
87
ORG Partners
Roanoke,
Indiana
| – | -$63.7K | -4,409 | Closed |
|
|
PFBT
88
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$4.77K | -330 | Closed |
|
KBWD Hedge Fund Activity: Q2 2025 in Review
79 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q2 2025, worth a combined $82.4M — down 13% from $95.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KBWD positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was Mission Hills Financial Advisory, adding an estimated $1.64M. The largest seller was Wells Fargo, cutting an estimated $6.86M.
- 79 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q2 2025, up from 72 in Q1 2025.
- Funds reported $82.4M of Invesco KBW High Dividend Yield Financial ETF stock for Q2 2025, down 13% quarter-over-quarter.
- 15 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q2 2025 and 8 closed out, a net change of +7 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q2 2025 was Mission Hills Financial Advisory, an estimated $1.64M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q2 2025 was Wells Fargo, an estimated $6.86M sold.
Based on aggregated 13F filings for Q2 2025.