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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

74 hedge funds and large institutions have $76.8M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
23
Reduced
23
Closed
7
Calls
$23K
Puts
$142K
Net Calls
-$119K
Net Calls Change
+$81K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.8M
2
AWM
2
AE Wealth Management
Kansas
$2.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$545K
4
GI
4
Gradient Investments
Minnesota
$6.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$457K

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$1.55M
2
NA
2
NewEdge Advisors
Louisiana
$12K
3
CF
3
Centaurus Financial
California
$102K
4
BCM
4
Brookstone Capital Management
Illinois
$792K
5
Mariner
5
Mariner
Kansas
$248K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M 868,299 +7,320 +0.9%
LPL Financial
2
LPL Financial
California
$11.8M 770,430 +429 +0.1%
Bank of America
3
Bank of America
North Carolina
$6.78M 443,606 +19,729 +5%
GI
4
Gradient Investments
Minnesota
$6.5M 425,541 +31,110 +8%
MHFA
5
Mission Hills Financial Advisory
California
$6.18M 404,383 +404,383 New
Wells Fargo
6
Wells Fargo
California
$5.2M 340,039 +3,074 +0.9%
AWM
7
AE Wealth Management
Kansas
$2.82M 184,401 +82,016 +80%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$2.38M 155,850 +252 +0.2%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.8M 117,700 +95,700 +435%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.74M 113,648 +20,986 +23%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.55M 101,150 -27,025 -21%
CFB
12
Cullen/Frost Bankers
Texas
$1.31M 85,867 -4,440 -5%
CL
13
Choreo LLC
Illinois
$1M 66,896 -52 -0.1%
HIS
14
Harvest Investment Services
Illinois
$1M 65,547 -112 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$965K 63,124 +1,763 +3%
EH
16
Equitable Holdings
New York
$859K 56,248 -4,246 -7%
BCM
17
Brookstone Capital Management
Illinois
$792K 51,815 -7,084 -12%
AWS
18
Atria Wealth Solutions
New York
$727K 47,551 +2,372 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$628K 41,075 -1,108 -3%
UBS Group
20
UBS Group
Switzerland
$555K 36,349 +10,640 +41%
WC
21
Waterloo Capital
Texas
$551K 36,074 – –
TCMP
22
Thrive Capital Management (Pennsylvania)
Pennsylvania
$550K 35,978 -482 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$545K 35,662 +35,662 New
MML Investors Services
24
MML Investors Services
Massachusetts
$510K 33,348 -2,150 -6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$493K 32,244 +8,021 +33%
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