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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $258M invested in Invesco KBW High Dividend Yield Financial ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
25
Closed
10
Calls
$82K
Puts
$13K
Net Calls
+$69K
Net Calls Change
+$69K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$8.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$743K
3
Goldman Sachs
3
Goldman Sachs
New York
$380K
4
CF
4
Centaurus Financial
California
$1.25M
5
AWS
5
Atria Wealth Solutions
New York
$832K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
Bank of America
3
Bank of America
North Carolina
$5.47M
4
Truist Financial
4
Truist Financial
North Carolina
$237K
5
RJA
5
Raymond James & Associates
Florida
$602K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$184M 12,375 +4 +0%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M 869,441 -434,017 -33%
GI
3
Gradient Investments
Minnesota
$8.38M 564,041 +564,041 New
Wells Fargo
4
Wells Fargo
California
$6.53M 439,389 -70,433 -14%
LPL Financial
5
LPL Financial
California
$6.47M 435,357 -98,140 -18%
Bank of America
6
Bank of America
North Carolina
$5.47M 368,358 -218,634 -37%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.23M 352,114 +2,087 +0.6%
BCM
8
Brookstone Capital Management
Illinois
$2.24M 144,082 -16,913 -11%
CFB
9
Cullen/Frost Bankers
Texas
$2.21M 148,798 -3,347 -2%
UBS Group
10
UBS Group
Switzerland
$1.97M 132,723 -70,691 -35%
BWA
11
BDO Wealth Advisors
Florida
$1.68M 113,071 -23,632 -17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.53M 103,212 -7,864 -7%
SWA
13
Strategies Wealth Advisors
Michigan
$1.53M 102,662 +102,662 New
CF
14
Centaurus Financial
California
$1.25M 83,790 +16,605 +25%
CAN
15
Cetera Advisor Networks
California
$1.11M 75,024 -58,523 -44%
HIS
16
Harvest Investment Services
Illinois
$1.03M 69,132 +5,465 +9%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.01M 68,022 +10,284 +18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$987K 66,414 -23,321 -26%
TRCT
19
Tower Research Capital (TRC)
New York
$904K 60,804 +3,221 +6%
AWS
20
Atria Wealth Solutions
New York
$832K 56,005 +12,961 +30%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$778K 52,376 +1,215 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$743K 49,991 +42,207 +542%
MML Investors Services
23
MML Investors Services
Massachusetts
$685K 46,075 -2,118 -4%
EH
24
Equitable Holdings
New York
$636K 42,776 +9,125 +27%
RJA
25
Raymond James & Associates
Florida
$602K 40,523 -98,754 -71%
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