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Invesco KBW High Dividend Yield Financial ETF

65 hedge funds and large institutions have $88.6M invested in Invesco KBW High Dividend Yield Financial ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $880K | Put options by funds: $135K

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $82.8M → $88.6M (+$5.79M)

1.29% more ownership

Funds ownership: 19.7%20.99% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6665 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
25
Reduced
18
Closed
7
Calls
$880K
Puts
$135K
Net Calls
+$745K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.9M +$11.9M +884,723 +191%
Morgan Stanley
2
Morgan Stanley
New York
$12.1M +$1.42M +105,412 +12%
MHFA
3
Mission Hills Financial Advisory
California
$10.7M +$622K +46,176 +6%
LPL Financial
4
LPL Financial
California
$10M +$22.8K +1,693 +0.2%
Bank of America
5
Bank of America
North Carolina
$9.11M +$249K +18,508 +3%
GI
6
Gradient Investments
Minnesota
$7.83M +$1.02M +75,418 +14%
Raymond James Financial
7
Raymond James Financial
Florida
$2.35M -$277K -20,555 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.58M -$97.1K -7,205 -5%
TCMP
9
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.53M -$294K -21,847 -15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.41M +$525K +38,951 +53%
KWA
11
Kingswood Wealth Advisors
California
$1.33M +$687K +50,985 +93%
EH
12
Equitable Holdings
New York
$1.28M +$819K +60,796 +186%
UBS Group
13
UBS Group
Switzerland
$1.18M -$15.2K -1,131 -1%
HIS
14
Harvest Investment Services
Illinois
$859K +$2.05K +152 +0.2%
EWM
15
Endowment Wealth Management
Wisconsin
$727K +$42.5K +3,154 +6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$722K +$72.9K +5,408 +10%
MML Investors Services
17
MML Investors Services
Massachusetts
$694K +$77.9K +5,780 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$665K -$61.8K -4,585 -8%
KA
19
Kovack Advisors
Florida
$620K -$266K -19,748 -28%
IA
20
IFP Advisors
Florida
$516K -$2.36K -175 -0.4%
WW
21
Winnow Wealth
Texas
$407K +$45.2K +3,352 +12%
IFG
22
Independent Financial Group
California
$398K +$4.11K +305 +1%
CW
23
CreativeOne Wealth
Kansas
$385K -$18.3K -1,356 -4%
TRCT
24
Tower Research Capital (TRC)
New York
$372K -$71.8K -5,330 -15%
RIA
25
Regal Investment Advisors
Michigan
$352K -$46K -3,412 -11%

KBWD Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW High Dividend Yield Financial ETF (KBWD) for Q1 2026, worth a combined $88.6M — up 7% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWD positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $3.24M sold.

  • 65 institutional investors held Invesco KBW High Dividend Yield Financial ETF (KBWD) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $88.6M of Invesco KBW High Dividend Yield Financial ETF stock for Q1 2026, up 7% quarter-over-quarter.
  • 9 funds opened new Invesco KBW High Dividend Yield Financial ETF positions in Q1 2026 and 7 closed out, a net change of +2 holders.
  • The largest Invesco KBW High Dividend Yield Financial ETF buyer in Q1 2026 was Wells Fargo, an estimated $11.9M added.
  • The largest Invesco KBW High Dividend Yield Financial ETF seller in Q1 2026 was Two Sigma Investments, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2026.