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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

84 hedge funds and large institutions have $144M invested in Invesco KBW High Dividend Yield Financial ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
23
Closed
10
Calls
$251K
Puts
–
Net Calls
+$251K
Net Calls Change
-$28K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
ODFS
2
O'Donnell Financial Services
California
$2.15M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.17M
4
LPL Financial
4
LPL Financial
California
$13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.07M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
MGWM
3
Marks Group Wealth Management
Minnesota
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.22M
5
BCM
5
Brookstone Capital Management
Illinois
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.8M 1,419,902 +479,783 +51%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.9M 735,090 +11,268 +2%
LPL Financial
3
LPL Financial
California
$13M 643,424 +90,210 +16%
Wells Fargo
4
Wells Fargo
California
$9.29M 458,285 +106 +0%
Bank of America
5
Bank of America
North Carolina
$8.07M 398,049 -91,030 -19%
MML Investors Services
6
MML Investors Services
Massachusetts
$6.17M 304,326 +91,817 +43%
BCM
7
Brookstone Capital Management
Illinois
$5.15M 248,196 -16,899 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.94M 243,492 +31,075 +15%
UBS Group
9
UBS Group
Switzerland
$4.28M 210,839 -6,859 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$3.53M 174,098 – –
CAN
11
Cetera Advisor Networks
California
$2.92M 143,879 -3,160 -2%
BWA
12
BDO Wealth Advisors
Florida
$2.9M 143,100 -9,697 -6%
Truist Financial
13
Truist Financial
North Carolina
$2.71M 133,509 +7,827 +6%
RJA
14
Raymond James & Associates
Florida
$2.63M 129,706 +2,128 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.22M 109,239 -18,837 -15%
CFB
16
Cullen/Frost Bankers
Texas
$2.16M 106,298 +6,144 +6%
ODFS
17
O'Donnell Financial Services
California
$2.15M 109,630 +109,630 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.99M 98,004 +11,529 +13%
CF
19
Centaurus Financial
California
$1.93M 94,942 -499 -0.5%
SWA
20
Strategies Wealth Advisors
Michigan
$1.89M 93,120 +93,120 New
NA
21
NewEdge Advisors
Louisiana
$1.8M 88,767 -1,066 -1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.74M 85,989 -1,014 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.5M 74,118 +32,253 +77%
HIS
24
Harvest Investment Services
Illinois
$1.36M 66,821 +11,502 +21%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.04M 51,379 -1,073 -2%
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