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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

75 hedge funds and large institutions have $126M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
10
Closed
9
Calls
$279K
Puts
–
Net Calls
+$279K
Net Calls Change
+$279K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
Wells Fargo
4
Wells Fargo
California
$9.32M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.61M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$261K
2
BCM
2
Brookstone Capital Management
Illinois
$5.56M
3
ARC
3
Advisor Resource Council
Texas
$0
4
CF
4
Centaurus Financial
California
$1.94M
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
$19.1M 940,119 +202,927 +28%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.7M 723,822 +723,822 New
LPL Financial
3
LPL Financial
California
$11.3M 553,214 +162,611 +42%
Bank of America
4
Bank of America
North Carolina
$9.95M 489,079 +30,004 +7%
Wells Fargo
5
Wells Fargo
California
$9.32M 458,179 +146,631 +47%
BCM
6
Brookstone Capital Management
Illinois
$5.56M 265,095 -24,191 -8%
UBS Group
7
UBS Group
Switzerland
$4.43M 217,698 +92,357 +74%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.32M 212,509 +69,264 +48%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.32M 212,417 +4,551 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$3.54M 174,098 – –
BWA
11
BDO Wealth Advisors
Florida
$3.11M 152,797 -8,949 -6%
CAN
12
Cetera Advisor Networks
California
$2.99M 147,039 +17,871 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.61M 128,076 +128,076 New
RJA
14
Raymond James & Associates
Florida
$2.6M 127,578 +101,547 +390%
Truist Financial
15
Truist Financial
North Carolina
$2.56M 125,682 +101,691 +424%
CFB
16
Cullen/Frost Bankers
Texas
$2.04M 100,154 +21,553 +27%
CF
17
Centaurus Financial
California
$1.94M 95,441 -16,245 -15%
NA
18
NewEdge Advisors
Louisiana
$1.83M 89,833 +75,068 +508%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.77M 87,003 +67 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.76M 86,475 +11,916 +16%
FTUS
21
Flow Traders U.S.
New York
$1.62M 79,740 +79,740 New
MGWM
22
Marks Group Wealth Management
Minnesota
$1.51M 74,067 – –
HIS
23
Harvest Investment Services
Illinois
$1.13M 55,319 -2,136 -4%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$1.07M 52,452 +21,733 +71%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$852K 41,865 +4,444 +12%
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