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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

72 hedge funds and large institutions have $64.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
26
Closed
9
Calls
$125K
Puts
$325K
Net Calls
-$200K
Net Calls Change
+$3.7M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.6M
2
GI
2
Gradient Investments
Minnesota
$5.93M
3
TCMP
3
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K
4
Wells Fargo
4
Wells Fargo
California
$5.07M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$331K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.54M
2
SWA
2
Strategies Wealth Advisors
Michigan
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$425K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
WC
5
Waterloo Capital
Texas
$543K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.9M 860,979 +567 +0.1%
LPL Financial
2
LPL Financial
California
$11.6M 770,001 +112,891 +17%
Bank of America
3
Bank of America
North Carolina
$6.38M 423,877 +14,046 +3%
GI
4
Gradient Investments
Minnesota
$5.93M 394,431 +61,271 +18%
Wells Fargo
5
Wells Fargo
California
$5.07M 336,965 +22,450 +7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$2.34M 155,598 -12,759 -8%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$1.93M 128,175 -3,125 -2%
AWM
8
AE Wealth Management
Kansas
$1.54M 102,385 -220,685 -68%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.39M 92,662 -4,862 -5%
CFB
10
Cullen/Frost Bankers
Texas
$1.36M 90,307 -14,142 -14%
CL
11
Choreo LLC
Illinois
$999K 66,948 -801 -1%
HIS
12
Harvest Investment Services
Illinois
$988K 65,659 -289 -0.4%
BCM
13
Brookstone Capital Management
Illinois
$958K 58,899 -6,905 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$923K 61,361 +6,378 +12%
EH
15
Equitable Holdings
New York
$910K 60,494 +7,029 +13%
AWS
16
Atria Wealth Solutions
New York
$679K 45,179 -1,466 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$634K 42,183 -26,202 -38%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K 36,460 +36,460 New
WC
19
Waterloo Capital
Texas
$543K 36,074 -30,809 -46%
EWM
20
Endowment Wealth Management
Wisconsin
$538K 35,742 +3,321 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$534K 35,498 -2,027 -5%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$425K 28,274 -46,826 -62%
UBS Group
23
UBS Group
Switzerland
$387K 25,709 -9,510 -27%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$364K 24,223 +4,275 +21%
Mariner
25
Mariner
Kansas
$339K 22,549 +6,292 +39%
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