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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

58 hedge funds and large institutions have $52M invested in Invesco KBW High Dividend Yield Financial ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% 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
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$3.47M
3
LPL Financial
3
LPL Financial
California
$5.24M
4
Mariner
4
Mariner
Kansas
$828K
5
Citadel Advisors
5
Citadel Advisors
Florida
$558K

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$729K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.6M 698,452 +228,857 +49%
Wells Fargo
2
Wells Fargo
California
$5.89M 355,743 +230 +0.1%
LPL Financial
3
LPL Financial
California
$5.24M 316,665 +52,361 +20%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.1M 247,542 -204 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.63M 219,392 -26,964 -11%
Bank of America
6
Bank of America
North Carolina
$3.47M 209,745 +109,647 +110%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.14M 129,181 +1,973 +2%
CAN
8
Cetera Advisor Networks
California
$1.42M 85,634 -670 -0.8%
MGWM
9
Marks Group Wealth Management
Minnesota
$1.23M 74,067 – –
CF
10
Centaurus Financial
California
$1.2M 72,449 +33,172 +84%
KAS
11
Kestra Advisory Services
Texas
$1.15M 70,087 +21,125 +43%
HIS
12
Harvest Investment Services
Illinois
$1.05M 63,148 -7,174 -10%
Mariner
13
Mariner
Kansas
$828K 50,000 +50,000 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$823K 49,682 +1,150 +2%
CFB
15
Cullen/Frost Bankers
Texas
$765K 46,208 +28,186 +156%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$729K 44,020 -29,669 -40%
Citadel Advisors
17
Citadel Advisors
Florida
$558K 33,707 +33,707 New
CFG
18
Cooper Financial Group
California
$503K 30,376 +35 +0.1%
AAS
19
Avantax Advisory Services
Texas
$398K 24,033 -7,039 -23%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$349K 21,110 +3,602 +21%
PHAM
21
Palisades Hudson Asset Management
Florida
$338K 20,395 +483 +2%
TCA
22
Transcend Capital Advisors
New Jersey
$330K 19,900 +1,900 +11%
TRCT
23
Tower Research Capital (TRC)
New York
$322K 19,446 +19,446 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$294K 17,783 -713 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$285K 17,192 +1,736 +11%
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