KBWD icon

Invesco KBW High Dividend Yield Financial ETF

71 hedge funds and large institutions have $65.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
19
Closed
11
Calls
$162K
Puts
$87K
Net Calls
+$75K
Net Calls Change
+$6K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.5M 1,049,900 +180,459 +21%
Wells Fargo
2
Wells Fargo
California
$6.81M 461,396 +22,007 +5%
LPL Financial
3
LPL Financial
California
$6.55M 443,998 +8,641 +2%
Bank of America
4
Bank of America
North Carolina
$5.62M 380,983 +12,625 +3%
GI
5
Gradient Investments
Minnesota
$3.81M 258,209 -305,832 -54%
UBS Group
6
UBS Group
Switzerland
$2.15M 145,582 +12,859 +10%
CFB
7
Cullen/Frost Bankers
Texas
$2.01M 136,059 -12,739 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.86M 125,921 +22,709 +22%
BCM
9
Brookstone Capital Management
Illinois
$1.84M 122,858 -21,224 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.76M 119,056 -233,058 -66%
SWA
11
Strategies Wealth Advisors
Michigan
$1.56M 105,537 +2,875 +3%
BWA
12
BDO Wealth Advisors
Florida
$1.31M 89,113 -23,958 -21%
CAN
13
Cetera Advisor Networks
California
$1.17M 79,231 +4,207 +6%
CF
14
Centaurus Financial
California
$1.14M 77,174 -6,616 -8%
HIS
15
Harvest Investment Services
Illinois
$1.01M 68,334 -798 -1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.01M 68,174 +152 +0.2%
AWS
17
Atria Wealth Solutions
New York
$831K 56,352 +347 +0.6%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$755K 51,177 -1,199 -2%
EH
19
Equitable Holdings
New York
$668K 45,320 +2,544 +6%
MML Investors Services
20
MML Investors Services
Massachusetts
$615K 41,727 -4,348 -9%
RJA
21
Raymond James & Associates
Florida
$580K 39,329 -1,194 -3%
EWM
22
Endowment Wealth Management
Wisconsin
$546K 36,995 +8,511 +30%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$510K 34,573 +5,032 +17%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$487K 33,026 +2,595 +9%
EP
25
Eudaimonia Partners
Tennessee
$393K 26,620 +26,620 New