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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $89.1M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$5.92M
2
Bank of America
2
Bank of America
North Carolina
$9.47M
3
CAN
3
Cetera Advisor Networks
California
$2.66M
4
KAS
4
Kestra Advisory Services
Texas
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$2.59M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$633K
2
BWA
2
BDO Wealth Advisors
Florida
$3.34M
3
AHC
3
Adell Harriman & Carpenter
Texas
$0
4
WOSD
4
WFA of San Diego
California
$0
5
HIS
5
Harvest Investment Services
Illinois
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.2M +$298K +14,430 +2%
Bank of America
2
Bank of America
North Carolina
$9.47M +$2.62M +126,930 +38%
LPL Financial
3
LPL Financial
California
$8.05M +$109K +5,297 +1%
Wells Fargo
4
Wells Fargo
California
$6.42M +$270K +13,090 +4%
BCM
5
Brookstone Capital Management
Illinois
$5.92M +$5.92M +289,286 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.3M +$6.4K +309 +0.1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.59M -$15.4K -746 -0.4%
BWA
8
BDO Wealth Advisors
Florida
$3.34M -$258K -12,507 -7%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.95M +$175K +8,485 +6%
CAN
10
Cetera Advisor Networks
California
$2.66M +$813K +39,435 +44%
UBS Group
11
UBS Group
Switzerland
$2.59M +$585K +28,362 +29%
KAS
12
Kestra Advisory Services
Texas
$2.44M +$681K +33,020 +39%
CF
13
Centaurus Financial
California
$2.3M -$22.3K -1,081 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.79M +$461K +22,346 +35%
CFB
15
Cullen/Frost Bankers
Texas
$1.62M +$360K +17,448 +29%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.54M +$155K +7,538 +11%
MGWM
17
Marks Group Wealth Management
Minnesota
$1.53M – – –
HIS
18
Harvest Investment Services
Illinois
$1.18M -$51.7K -2,508 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$772K +$464K +22,484 +151%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$633K -$379K -18,415 -37%
JIP
21
Jaffetilchin Investment Partners
Florida
$546K +$55.4K +2,686 +11%
EH
22
Equitable Holdings
New York
$543K +$20.6K +1,000 +4%
RJA
23
Raymond James & Associates
Florida
$537K +$327K +15,849 +156%
Truist Financial
24
Truist Financial
North Carolina
$495K +$171K +8,303 +53%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$464K +$24.6K +1,194 +6%
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