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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

71 hedge funds and large institutions have $94.4M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
21
Closed
14
Calls
$66K
Puts
$1.71M
Net Calls
-$1.64M
Net Calls Change
-$1.17M

Top Buyers

1
TI
1
TrueMark Investments
Illinois
$4.05M
2
Bank of America
2
Bank of America
North Carolina
$8.67M
3
LPL Financial
3
LPL Financial
California
$12.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.66M
5
MHFA
5
Mission Hills Financial Advisory
California
$7.63M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$19K
2
TCMP
2
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15M 1,037,770 +25,284 +2%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M 930,633 -4,995 -0.5%
LPL Financial
3
LPL Financial
California
$12.4M 855,688 +114,298 +15%
Bank of America
4
Bank of America
North Carolina
$8.67M 599,876 +158,069 +36%
MHFA
5
Mission Hills Financial Advisory
California
$7.63M 528,023 +71,686 +16%
GI
6
Gradient Investments
Minnesota
$6.99M 483,636 +31,459 +7%
TI
7
TrueMark Investments
Illinois
$4.05M 280,134 +280,134 New
Two Sigma Investments
8
Two Sigma Investments
New York
$3.66M 253,300 +71,800 +40%
UBS Group
9
UBS Group
Switzerland
$1.97M 136,509 +48,764 +56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.88M 130,218 +57,035 +78%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.54M 106,372 -13,244 -11%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.35M 93,300 -610 -0.6%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.22M 84,150 -7,050 -8%
EH
14
Equitable Holdings
New York
$931K 64,459 -654 -1%
HIS
15
Harvest Investment Services
Illinois
$918K 63,562 +2,705 +4%
CL
16
Choreo LLC
Illinois
$835K 57,794 -13,038 -18%
AWS
17
Atria Wealth Solutions
New York
$717K 49,622 +294 +0.6%
Raymond James Financial
18
Raymond James Financial
Florida
$710K 49,169 +1,359 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$608K 42,061 +745 +2%
CFB
20
Cullen/Frost Bankers
Texas
$554K 38,348 -8,256 -18%
TCM
21
Triumph Capital Management
Colorado
$551K 38,100 +3,154 +9%
BCM
22
Brookstone Capital Management
Illinois
$531K 36,735 -9,971 -21%
EWM
23
Endowment Wealth Management
Wisconsin
$523K 36,215 +2,414 +7%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$498K 34,498 +19,224 +126%
WW
25
Winnow Wealth
Texas
$490K 33,889 -6,840 -17%
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