Invesco KBW High Dividend Yield Financial ETF
KBWD
73 hedge funds and large institutions have $95.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 14 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
7% more capital invested
Capital invested by funds: $89.4M → $95.5M (+$6.08M)
0.36% more ownership
Funds ownership: 22.41% → 22.77% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 81 → 73 (-8)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
96% less call options, than puts
Call options by funds: $66K | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$4.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
Two Sigma Investments
New York
|
+$1.08M |
| 5 |
MHFA
Mission Hills Financial Advisory
San Diego,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.01M |
| 2 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
-$1.32M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$419K |
| 4 |
Jane Street
New York
|
-$371K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$285K |
KBWD Hedge Fund Activity: Q1 2025 in Review
73 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2025, worth a combined $95.5M — up 6.8% from $89.4M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KBWD and 9 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 28 added.
The largest buyer was TrueMark Investments, opening a new position worth an estimated $4.21M. The largest seller was AE Wealth Management, cutting an estimated $3.01M.
- 73 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2025, down from 81 in Q4 2024.
- Funds reported $95.5M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2025, up 6.8% quarter-over-quarter.
- 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2025 and 14 closed out, a net change of -5 holders.
- The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2025 was TrueMark Investments, an estimated $4.21M added.
- The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2025 was AE Wealth Management, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2025.