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Invesco KBW High Dividend Yield Financial ETF
KBWD

Overview Fund Activity

78 hedge funds and large institutions have $81.5M invested in Invesco KBW High Dividend Yield Financial ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
27
Reduced
20
Closed
8
Calls
–
Puts
$634K
Net Calls
-$634K
Net Calls Change
+$1.01M

Top Buyers

1
MHFA
1
Mission Hills Financial Advisory
California
$9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.25M
3
TCMP
3
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M
4
LPL Financial
4
LPL Financial
California
$12.8M
5
GI
5
Gradient Investments
Minnesota
$7.27M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.35M
2
TI
2
TrueMark Investments
Illinois
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$11.9M
5
Bank of America
5
Bank of America
North Carolina
$7.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.8M +$968K +69,821 +8%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M -$994K -71,653 -8%
MHFA
3
Mission Hills Financial Advisory
California
$9M +$1.68M +121,167 +23%
Bank of America
4
Bank of America
North Carolina
$7.54M -$784K -56,540 -9%
Wells Fargo
5
Wells Fargo
California
$7.35M -$7.05M -507,992 -49%
GI
6
Gradient Investments
Minnesota
$7.27M +$558K +40,206 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$2.25M +$1.56M +112,725 +229%
UBS Group
8
UBS Group
Switzerland
$1.94M +$50.7K +3,656 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.61M -$200K -14,419 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.54M +$62.5K +4,502 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.29M – – –
EH
12
Equitable Holdings
New York
$1.19M +$297K +21,419 +33%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.16M -$3.54K -255 -0.3%
TCMP
14
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M +$1.12M +80,795 New
HIS
15
Harvest Investment Services
Illinois
$891K +$9.68K +698 +1%
AWS
16
Atria Wealth Solutions
New York
$760K +$72K +5,190 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$652K +$186K +13,405 +40%
CL
18
Choreo LLC
Illinois
$634K -$168K -12,080 -21%
KWA
19
Kingswood Wealth Advisors
California
$589K +$190K +13,695 +48%
TCM
20
Triumph Capital Management
Colorado
$580K +$51.1K +3,685 +10%
EWM
21
Endowment Wealth Management
Wisconsin
$571K +$68.5K +4,937 +14%
Osaic Holdings
22
Osaic Holdings
Arizona
$521K -$96.3K -6,567 -16%
Jane Street
23
Jane Street
New York
$515K +$515K +37,108 New
CFB
24
Cullen/Frost Bankers
Texas
$511K -$20.6K -1,487 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$495K +$16.2K +1,167 +3%
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