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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

45 hedge funds and large institutions have $74M invested in Invesco KBW High Dividend Yield Financial ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Jane Street
3
Jane Street
New York
$1.22M
4
LPL Financial
4
LPL Financial
California
$12.6M
5
CWM
5
Cornerstone Wealth Management
Missouri
$501K

Top Sellers

1
WA
1
WESPAC Advisors
California
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24.2M +$5.21M +226,153 +27%
Morgan Stanley
2
Morgan Stanley
New York
$21.2M +$1.74M +75,355 +9%
LPL Financial
3
LPL Financial
California
$12.6M +$592K +25,682 +5%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.81M – – –
Bank of America
5
Bank of America
North Carolina
$1.45M +$40.3K +1,750 +3%
Jane Street
6
Jane Street
New York
$1.22M +$1.22M +52,886 New
UBS Group
7
UBS Group
Switzerland
$878K +$118K +5,133 +16%
WS
8
Wedbush Securities
California
$823K +$3.57K +155 +0.4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$795K +$15.3K +666 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$726K +$29.5K +1,279 +4%
PO
11
Private Ocean
California
$720K – – –
Invesco
12
Invesco
Georgia
$714K -$126K -5,472 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$712K +$60.4K +2,620 +9%
CFB
14
Cullen/Frost Bankers
Texas
$601K +$38.9K +1,688 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$510K +$16K +695 +3%
CWM
16
Cornerstone Wealth Management
Missouri
$501K +$501K +11,609 New
RIA
17
Regal Investment Advisors
Michigan
$457K -$5.23K -227 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$449K -$29K -1,259 -6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$381K +$6.66K +289 +2%
RJA
20
Raymond James & Associates
Florida
$360K +$68K +2,950 +23%
CAN
21
Cetera Advisor Networks
California
$345K +$13.5K +583 +4%
GWM
22
Geneos Wealth Management
Colorado
$316K +$316K +13,736 New
CF
23
Centaurus Financial
California
$305K +$305K +13,224 New
AA
24
AlphaMark Advisors
Kentucky
$302K -$11.5K -500 -4%
AIP
25
Ahrens Investment Partners
Louisiana
$270K +$270K +11,700 New
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