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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $79.7M invested in Invesco KBW High Dividend Yield Financial ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
11
Calls
$52K
Puts
$82K
Net Calls
-$30K
Net Calls Change
-$30K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.2M
2
LPL Financial
2
LPL Financial
California
$9.96M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.63M
4
WC
4
Waterloo Capital
Texas
$1.25M
5
CL
5
Choreo LLC
Illinois
$1.15M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.03M
2
UBS Group
2
UBS Group
Switzerland
$543K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.24M
4
AWM
4
AE Wealth Management
Kansas
$618K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.2M +$11.8M +743,283 +82%
LPL Financial
2
LPL Financial
California
$9.96M +$2.36M +149,073 +31%
Bank of America
3
Bank of America
North Carolina
$5.79M -$181K -11,393 -3%
Wells Fargo
4
Wells Fargo
California
$5.03M -$2.28M -143,717 -31%
GI
5
Gradient Investments
Minnesota
$4.57M +$310K +19,542 +7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$2.63M +$1.94M +122,314 +282%
CFB
7
Cullen/Frost Bankers
Texas
$1.78M -$96.9K -6,108 -5%
SWA
8
Strategies Wealth Advisors
Michigan
$1.75M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.45M -$174K -10,951 -11%
WC
10
Waterloo Capital
Texas
$1.25M +$1.25M +78,655 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.24M -$1.05M -66,262 -46%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$33.5K +2,113 +3%
CL
13
Choreo LLC
Illinois
$1.15M +$1.15M +72,376 New
BCM
14
Brookstone Capital Management
Illinois
$1.13M -$169K -10,643 -13%
HIS
15
Harvest Investment Services
Illinois
$1.05M +$4.87K +307 +0.5%
EH
16
Equitable Holdings
New York
$902K +$47.5K +2,995 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$858K +$30.9K +1,945 +4%
AWS
18
Atria Wealth Solutions
New York
$664K -$290K -18,304 -30%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$662K -$48.5K -3,058 -7%
EP
20
Eudaimonia Partners
Tennessee
$639K +$35.3K +2,223 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$629K -$34.1K -2,151 -5%
RJA
22
Raymond James & Associates
Florida
$621K +$5.73K +361 +0.9%
AWM
23
AE Wealth Management
Kansas
$618K -$1.04M -65,293 -63%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$559K +$53K +3,338 +10%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$554K +$120K +7,588 +28%
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