KBWD icon

Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

63 hedge funds and large institutions have $70.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWA
1
BDO Wealth Advisors
Florida
$3.42M
2
Bank of America
2
Bank of America
North Carolina
$6.51M
3
UBS Group
3
UBS Group
Switzerland
$1.9M
4
LPL Financial
4
LPL Financial
California
$7.56M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.27M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$3.43M
2
Wells Fargo
2
Wells Fargo
California
$5.85M
3
Mariner
3
Mariner
Kansas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.2M 722,762 +24,310 +3%
LPL Financial
2
LPL Financial
California
$7.56M 385,306 +68,641 +22%
Bank of America
3
Bank of America
North Carolina
$6.51M 332,145 +122,400 +58%
Wells Fargo
4
Wells Fargo
California
$5.85M 298,458 -57,285 -16%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.07M 207,557 -11,835 -5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$3.43M 174,844 -72,698 -29%
BWA
7
BDO Wealth Advisors
Florida
$3.42M 174,253 +174,253 New
MML Investors Services
8
MML Investors Services
Massachusetts
$2.64M 134,760 +5,579 +4%
CF
9
Centaurus Financial
California
$2.21M 112,767 +40,318 +56%
UBS Group
10
UBS Group
Switzerland
$1.9M 96,979 +91,064 +1,540%
CAN
11
Cetera Advisor Networks
California
$1.76M 89,733 +4,099 +5%
KAS
12
Kestra Advisory Services
Texas
$1.67M 85,310 +15,223 +22%
MGWM
13
Marks Group Wealth Management
Minnesota
$1.45M 74,067 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.31M 67,021 +23,001 +52%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.27M 64,590 +54,257 +525%
CFB
16
Cullen/Frost Bankers
Texas
$1.2M 61,153 +14,945 +32%
HIS
17
Harvest Investment Services
Illinois
$1.18M 59,963 -3,185 -5%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$964K 49,134 -548 -1%
EH
19
Equitable Holdings
New York
$496K 25,318 +25,318 New
AAS
20
Avantax Advisory Services
Texas
$472K 24,090 +57 +0.2%
JIP
21
Jaffetilchin Investment Partners
Florida
$466K 23,773 +23,773 New
CFG
22
Cooper Financial Group
California
$456K 23,247 -7,129 -23%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$418K 21,347 +237 +1%
PHAM
24
Palisades Hudson Asset Management
Florida
$408K 20,805 +410 +2%
MWM
25
MinichMacGregor Wealth Management
New York
$364K 18,605 +18,605 New
1
2 3