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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

58 hedge funds and large institutions have $37.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.31M
2
CF
2
Centaurus Financial
California
$527K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.71M
4
TCA
4
Transcend Capital Advisors
New Jersey
$242K
5
AHC
5
Adell Harriman & Carpenter
Texas
$240K

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.9M
2
WS
2
Wedbush Securities
California
$0
3
LPL Financial
3
LPL Financial
California
$3.55M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$196K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.3M 469,595 -27,292 -5%
Wells Fargo
2
Wells Fargo
California
$4.77M 355,513 -3,058 -0.9%
LPL Financial
3
LPL Financial
California
$3.55M 264,304 -41,895 -14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.32M 247,746 -331 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.31M 246,356 +76,458 +45%
HI
6
Horizon Investments
North Carolina
$2.9M 215,907 -128,415 -37%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.71M 127,208 +19,281 +18%
Bank of America
8
Bank of America
North Carolina
$1.34M 100,098 -8,292 -8%
CAN
9
Cetera Advisor Networks
California
$1.16M 86,304 +1,144 +1%
MGWM
10
Marks Group Wealth Management
Minnesota
$994K 74,067 – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$989K 73,689 +15,989 +28%
HIS
12
Harvest Investment Services
Illinois
$943K 70,322 -6,951 -9%
KAS
13
Kestra Advisory Services
Texas
$657K 48,962 +48,962 New
CF
14
Centaurus Financial
California
$527K 39,277 +39,277 New
AAS
15
Avantax Advisory Services
Texas
$420K 31,072 +5,199 +20%
CFG
16
Cooper Financial Group
California
$407K 30,341 +780 +3%
Goldman Sachs
17
Goldman Sachs
New York
$291K 21,700 – –
PHAM
18
Palisades Hudson Asset Management
Florida
$267K 19,912 +525 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$248K 18,496 +3,691 +25%
CFB
20
Cullen/Frost Bankers
Texas
$242K 18,022 -2,017 -10%
TCA
21
Transcend Capital Advisors
New Jersey
$242K 18,000 +18,000 New
AHC
22
Adell Harriman & Carpenter
Texas
$240K 17,875 +17,875 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$234K 17,508 -1,613 -8%
Invesco
24
Invesco
Georgia
$207K 15,403 -829 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$207K 15,456 -644 -4%
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