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Invesco KBW High Dividend Yield Financial ETF

71 hedge funds and large institutions have $66.9M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.8M -$1.27M -83,333 -8%
LPL Financial
2
LPL Financial
California
$7.27M -$370K -24,384 -5%
Wells Fargo
3
Wells Fargo
California
$7M +$29.7K +1,956 +0.4%
Bank of America
4
Bank of America
North Carolina
$5.72M +$18.7K +1,229 +0.3%
GI
5
Gradient Investments
Minnesota
$4.08M -$75.7K -4,984 -2%
UBS Group
6
UBS Group
Switzerland
$2.3M +$17.2K +1,135 +0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.19M +$508K +33,422 +30%
CFB
8
Cullen/Frost Bankers
Texas
$1.8M -$51.6K -3,394 -3%
SWA
9
Strategies Wealth Advisors
Michigan
$1.67M +$17K +1,117 +1%
AWM
10
AE Wealth Management
Kansas
$1.58M +$1.09M +71,602 +220%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.55M -$437K -28,748 -22%
BCM
12
Brookstone Capital Management
Illinois
$1.14M -$455K -32,696 -29%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$18.4K +1,209 +2%
HIS
14
Harvest Investment Services
Illinois
$998K -$2.37K -156 -0.2%
AWS
15
Atria Wealth Solutions
New York
$914K -$39.6K -2,610 -4%
EH
16
Equitable Holdings
New York
$819K -$56.9K -3,748 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$792K +$81.8K +5,383 +12%
CF
18
Centaurus Financial
California
$736K -$422K -27,785 -36%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$680K +$13.7K +903 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$660K -$60.6K -3,987 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$646K -$103K -6,756 -14%
MML Investors Services
22
MML Investors Services
Massachusetts
$635K -$10.6K -699 -2%
PAG
23
Private Advisor Group
New Jersey
$615K -$25.6K -1,683 -4%
RJA
24
Raymond James & Associates
Florida
$590K -$14.4K -946 -2%
KPWS
25
Kestra Private Wealth Services
Texas
$588K +$3.46K +228 +0.6%