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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

80 hedge funds and large institutions have $387M invested in Invesco KBW High Dividend Yield Financial ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
30
Reduced
24
Closed
7
Calls
$18K
Puts
$487K
Net Calls
-$469K
Net Calls Change
-$350K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.66M
4
TCMP
4
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.32M
5
MHFA
5
Mission Hills Financial Advisory
California
$6.69M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$299M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.38M
3
CFB
3
Cullen/Frost Bankers
Texas
$684K
4
Citadel Advisors
4
Citadel Advisors
Florida
$76.4K
5
LPL Financial
5
LPL Financial
California
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$299M 20,376 -888 -4%
Wells Fargo
2
Wells Fargo
California
$14.9M 1,012,486 +672,447 +198%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M 935,628 +67,329 +8%
LPL Financial
4
LPL Financial
California
$10.9M 741,390 -29,040 -4%
MHFA
5
Mission Hills Financial Advisory
California
$6.69M 456,337 +51,954 +13%
GI
6
Gradient Investments
Minnesota
$6.63M 452,177 +26,636 +6%
Bank of America
7
Bank of America
North Carolina
$6.48M 441,807 -1,799 -0.4%
AWM
8
AE Wealth Management
Kansas
$2.96M 201,544 +17,143 +9%
Two Sigma Investments
9
Two Sigma Investments
New York
$2.66M 181,500 +63,800 +54%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.76M 119,616 +5,968 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.38M 93,910 -61,940 -40%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.34M 91,200 -9,950 -10%
TCMP
13
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.32M 89,753 +53,775 +149%
UBS Group
14
UBS Group
Switzerland
$1.29M 87,745 +51,396 +141%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.07M 73,183 +10,059 +16%
CL
16
Choreo LLC
Illinois
$1.04M 70,832 +3,936 +6%
EH
17
Equitable Holdings
New York
$955K 65,113 +8,865 +16%
HIS
18
Harvest Investment Services
Illinois
$893K 60,857 -4,690 -7%
AWS
19
Atria Wealth Solutions
New York
$724K 49,328 +1,777 +4%
Raymond James Financial
20
Raymond James Financial
Florida
$701K 47,810 +47,810 New
BCM
21
Brookstone Capital Management
Illinois
$685K 46,706 -5,109 -10%
CFB
22
Cullen/Frost Bankers
Texas
$684K 46,604 -39,263 -46%
Osaic Holdings
23
Osaic Holdings
Arizona
$606K 41,316 +241 +0.6%
WW
24
Winnow Wealth
Texas
$597K 40,729 +40,729 New
TCM
25
Triumph Capital Management
Colorado
$513K 34,946 +34,946 New
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