Invesco KBW High Dividend Yield Financial ETF
KBWD
76 hedge funds and large institutions have $81.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.62% less ownership
Funds ownership: 20.27% → 19.65% (-0.62%)
2% less capital invested
Capital invested by funds: $82.4M → $81.1M (-$1.28M)
4% less funds holding
Funds holding: 79 → 76 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.15M |
| 2 |
MHFA
Mission Hills Financial Advisory
San Diego,
California
|
+$1.35M |
| 3 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$731K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$410K |
| 5 |
WW
Winnow Wealth
Waco,
Texas
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.23M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.18M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$520K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BNP Paribas Financial Markets
Paris,
France
| $95 | -$210 | -15 | -68% |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $23 | – | – | – |
|
|
USCWA
78
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$1.16M | -83,895 | Closed |
|
|
79
Jane Street
New York
| – | -$520K | -37,108 | Closed |
|
80
Citadel Advisors
Miami,
Florida
| – | -$187K | -13,458 | Closed |
|
|
P
81
&Partners
Nashville,
Tennessee
| – | -$140K | -10,121 | Closed |
|
|
CA
82
CoreCap Advisors
Southfield,
Michigan
| – | -$62.4K | -4,500 | Closed |
|
|
CIAS
83
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$25.1K | -1,812 | Closed |
|
84
BlackRock
New York
| – | -$18.4K | -1,325 | Closed |
|
|
SAM
85
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$11K | -800 | Closed |
|
KBWD Hedge Fund Activity: Q3 2025 in Review
76 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q3 2025, worth a combined $81.1M — down 1.6% from $82.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWD positions and 8 closed out — a net gain of 1 holder — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $2.15M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.23M.
- 76 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q3 2025, down from 79 in Q2 2025.
- Funds reported $81.1M of Invesco KBW High Dividend Yield Financial ETF stock for Q3 2025, down 1.6% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q3 2025 was Bank of America, an estimated $2.15M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2025.