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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $71M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
15
Closed
9
Calls
$116K
Puts
$113K
Net Calls
+$3K
Net Calls Change
-$72K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.87M
2
PAG
2
Private Advisor Group
New Jersey
$687K
3
KPWS
3
Kestra Private Wealth Services
Texas
$602K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$741K
5
AWM
5
AE Wealth Management
Kansas
$509K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$15.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$469K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.5M -$930K -59,532 -6%
LPL Financial
2
LPL Financial
California
$7.87M +$927K +59,295 +13%
Wells Fargo
3
Wells Fargo
California
$7.17M -$41.4K -2,651 -0.6%
Bank of America
4
Bank of America
North Carolina
$5.87M -$87.3K -5,586 -1%
GI
5
Gradient Investments
Minnesota
$4.28M +$242K +15,460 +6%
UBS Group
6
UBS Group
Switzerland
$2.35M +$70.4K +4,505 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.05M +$77.9K +4,985 +4%
CFB
8
Cullen/Frost Bankers
Texas
$1.91M -$221K -14,140 -10%
BCM
9
Brookstone Capital Management
Illinois
$1.77M -$129K -8,337 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.73M -$127K -8,109 -7%
SWA
11
Strategies Wealth Advisors
Michigan
$1.7M +$54.5K +3,490 +3%
BWA
12
BDO Wealth Advisors
Florida
$1.34M -$57.2K -3,660 -4%
CF
13
Centaurus Financial
California
$1.19M -$14.3K -913 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$28.6K +1,827 +3%
HIS
15
Harvest Investment Services
Illinois
$1.03M -$38.5K -2,465 -4%
AWS
16
Atria Wealth Solutions
New York
$981K +$100K +6,406 +11%
EH
17
Equitable Holdings
New York
$901K +$192K +12,315 +27%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$771K +$437K +27,957 +131%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$741K +$557K +35,606 +301%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$731K +$51.3K +3,281 +8%
PAG
21
Private Advisor Group
New Jersey
$687K +$687K +42,178 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$686K +$170K +10,860 +33%
MML Investors Services
23
MML Investors Services
Massachusetts
$664K +$12.2K +779 +2%
RJA
24
Raymond James & Associates
Florida
$621K +$6.69K +428 +1%
EWM
25
Endowment Wealth Management
Wisconsin
$609K +$30.6K +1,957 +5%
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