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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

66 hedge funds and large institutions have $70.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
28
Closed
14
Calls
$101K
Puts
$4M
Net Calls
-$3.9M
Net Calls Change
-$3.87M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$5M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$2.03M
3
GI
3
Gradient Investments
Minnesota
$5.16M
4
Bank of America
4
Bank of America
North Carolina
$6.35M
5
LPL Financial
5
LPL Financial
California
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
EP
2
Eudaimonia Partners
Tennessee
$0
3
EA
3
Eudaimonia Advisors
Tennessee
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$189K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M 860,412 -789,906 -48%
LPL Financial
2
LPL Financial
California
$10.2M 657,110 +29,128 +5%
Bank of America
3
Bank of America
North Carolina
$6.35M 409,831 +44,598 +12%
GI
4
Gradient Investments
Minnesota
$5.16M 333,160 +44,933 +16%
AWM
5
AE Wealth Management
Kansas
$5M 323,070 +284,187 +731%
Wells Fargo
6
Wells Fargo
California
$4.87M 314,515 -2,469 -0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.61M 168,357 +2,613 +2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$2.03M 131,300 +131,300 New
SWA
9
Strategies Wealth Advisors
Michigan
$1.71M 110,144 – –
CFB
10
Cullen/Frost Bankers
Texas
$1.62M 104,449 -7,968 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.51M 97,524 +6,317 +7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.16M 75,100 +1,777 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.06M 68,385 -9,722 -12%
CL
14
Choreo LLC
Illinois
$1.05M 67,749 -4,627 -6%
WC
15
Waterloo Capital
Texas
$1.04M 66,883 -11,772 -15%
HIS
16
Harvest Investment Services
Illinois
$1.02M 65,948 -72 -0.1%
BCM
17
Brookstone Capital Management
Illinois
$1.02M 65,804 -5,378 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$852K 54,983 +895 +2%
EH
19
Equitable Holdings
New York
$828K 53,465 -3,417 -6%
AWS
20
Atria Wealth Solutions
New York
$723K 46,645 +4,801 +11%
RJA
21
Raymond James & Associates
Florida
$596K 38,452 -720 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$581K 37,525 -2,131 -5%
UBS Group
23
UBS Group
Switzerland
$546K 35,219 +980 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$526K 33,952 -1,266 -4%
EWM
25
Endowment Wealth Management
Wisconsin
$502K 32,421 +2,469 +8%
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