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Invesco KBW High Dividend Yield Financial ETF (KBWD) Institutional Ownership

Invesco KBW High Dividend Yield Financial ETF logo
$14.94 +0.06 (+0.40%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$10.89M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.76M
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KBWD Institutional Buying and Selling by Quarter

Invesco KBW High Dividend Yield Financial ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC33,649$494K0.0%+12.5%0.121%
1/16/2025Koshinski Asset Management Inc.20,376$299K0.0%-4.2%0.073%
1/16/2025Mission Hills Financial Advisory LLC456,337$6.69M5.2%+12.8%1.642%
1/13/2025 Brookstone Capital Management46,706$685K0.0%-9.9%0.168%
12/26/2024JPMorgan Chase & Co.12,049$184K0.0%-13.7%0.046%
11/15/2024MML Investors Services LLC33,348$510K0.0%-6.1%0.128%
11/14/2024CreativeOne Wealth LLC16,700$255K0.0%N/A0.064%
11/12/2024Centaurus Financial Inc.6,706$102K0.0%-59.9%0.026%
11/6/2024Endowment Wealth Management Inc.30,238$462K0.3%-15.4%0.116%
11/6/2024Kovack Advisors Inc.14,180$217K0.0%-9.6%0.054%
10/29/2024Farther Finance Advisors LLC10,748$164K0.0%+46.5%0.042%
10/16/2024Good Life Advisors LLC17,420$266K0.0%N/A0.068%
10/10/2024Koshinski Asset Management Inc.21,264$325K0.0%-4.2%0.083%
10/8/2024CWM LLC29,781$455K0.0%+5.3%0.116%
10/8/2024 Brookstone Capital Management51,815$792K0.0%-12.0%0.201%
9/30/2024Mattson Financial Services LLC2,959$45K0.0%N/A0.012%
8/13/2024AE Wealth Management LLC102,385$1.54M0.0%-68.3%0.410%
8/12/2024Waterloo Capital L.P.36,074$543K0.1%-46.1%0.145%
8/7/2024Choreo LLC66,948$999K0.0%-1.2%0.268%
8/6/2024Cullen Frost Bankers Inc.90,307$1.36M0.0%-13.5%0.362%
8/2/2024Endowment Wealth Management Inc.35,742$538K0.4%+10.2%0.143%
7/31/2024Commonwealth Equity Services LLC61,361$923K0.0%+11.6%0.246%
7/30/2024Jaffetilchin Investment Partners LLC11,402$171K0.0%-21.2%0.046%
7/26/2024Cambridge Investment Research Advisors Inc.92,662$1.39M0.0%-5.0%0.371%
7/18/2024Gradient Investments LLC394,431$5.93M0.1%+18.4%1.583%
7/18/2024 Brookstone Capital Management58,899$958K0.0%-10.5%0.236%
7/16/2024 ORG Partners LLC4,409$66K0.0%N/A0.018%
7/11/2024U.S. Capital Wealth Advisors LLC128,175$1.93M0.1%-2.4%0.514%
7/10/2024CWM LLC28,274$425K0.0%-62.4%0.113%
5/20/2024Highlander Capital Management LLC5,245$81K0.0%+24.3%0.021%
5/17/2024Jaffetilchin Investment Partners LLC14,463$224K0.0%-35.2%0.059%
5/17/2024Comerica Bank10,988$170K0.0%-8.3%0.045%
5/14/2024CreativeOne Wealth LLC18,593$288K0.0%N/A0.076%
5/9/2024Endowment Wealth Management Inc.32,421$502K0.4%+8.2%0.132%
5/9/2024Koshinski Asset Management Inc.20,040$310K0.0%-42.6%0.082%
5/8/2024Avantax Advisory Services Inc.16,532$256K0.0%-8.1%0.067%
5/2/2024Choreo LLC67,749$1.05M0.0%-6.4%0.276%
5/1/2024Janney Montgomery Scott LLC33,952$526K0.0%-3.6%0.138%
4/30/2024Commonwealth Equity Services LLC54,983$852K0.0%+1.7%0.224%
4/25/2024Cambridge Investment Research Advisors Inc.97,524$1.51M0.0%+6.9%0.399%
4/23/2024Gradient Investments LLC333,160$5.16M0.1%+15.6%1.362%
4/15/2024 Brookstone Capital Management65,804$1.02M0.0%-7.6%0.269%
3/22/2024PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
2/26/2024Centaurus Financial Inc.19,404$308K0.0%-60.0%0.080%
2/14/2024Waterloo Capital L.P.78,655$1.25M0.2%N/A0.326%
2/9/2024Founders Financial Alliance LLC4,835$77K0.0%+45.4%0.020%
2/9/2024Cambridge Investment Research Advisors Inc.91,207$1.45M0.0%-10.7%0.378%
2/9/2024PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
2/8/2024Eudaimonia Partners LLC40,261$639K0.2%+5.8%0.167%
2/8/2024Janney Montgomery Scott LLC35,218$559K0.0%+10.5%0.146%
2/7/2024Avantax Advisory Services Inc.17,989$285K0.0%-10.6%0.075%
2/7/2024Endowment Wealth Management Inc.29,952$475K0.4%-17.7%0.124%
2/6/2024Cullen Frost Bankers Inc.112,417$1.78M0.0%-5.2%0.466%
2/5/2024Kestra Private Wealth Services LLC13,240$210K0.0%-65.8%0.055%
2/5/2024Choreo LLC72,376$1.15M0.0%N/A0.300%
2/2/2024Atria Wealth Solutions Inc.41,844$664K0.0%-30.4%0.174%
2/1/2024Eudaimonia Advisors LLC28,939$459K0.3%-20.6%0.121%
2/1/2024CWM LLC73,323$1.16M0.0%+3.0%0.305%
1/29/2024Koshinski Asset Management Inc.34,932$554K0.1%+27.8%0.145%
1/24/2024Highlander Capital Management LLC4,220$67K0.0%+119.8%0.018%
1/24/2024 International Assets Investment Management LLC16,469$261K0.0%N/A0.069%
1/18/2024Gradient Investments LLC288,227$4.57M0.1%+7.3%1.207%
1/12/2024Advisor Resource Council20,025$318K0.0%N/A0.084%
1/11/2024 Brookstone Capital Management71,182$1.13M0.0%-13.0%0.298%
11/13/2023Jaffetilchin Investment Partners LLC22,210$337K0.0%-13.3%0.093%
11/13/2023LPL Financial LLC478,909$7.28M0.0%-4.8%2.016%
11/13/2023PNC Financial Services Group Inc.43,430$660K0.0%-8.4%0.183%
11/9/2023UBS Group AG151,222$2.30M0.0%+0.8%0.636%
11/8/2023Atria Wealth Solutions Inc.60,148$914K0.0%-4.2%0.253%
11/8/2023Avantax Advisory Services Inc.20,114$306K0.0%-13.4%0.085%
11/3/2023 ORG Partners LLC4,409$67K0.0%N/A0.019%
11/3/2023Private Advisor Group LLC40,495$615K0.0%-4.0%0.170%
11/2/2023Cullen Frost Bankers Inc.118,525$1.80M0.0%-2.8%0.499%
10/31/2023Endowment Wealth Management Inc.36,381$553K0.5%-6.6%0.153%
10/27/2023Gradient Investments LLC268,685$4.08M0.1%-1.8%1.130%
10/24/2023Eudaimonia Partners LLC38,038$578K0.1%+66.8%0.160%
10/24/2023Eudaimonia Advisors LLC36,462$554K0.4%+81.8%0.153%
10/24/2023Raymond James Financial Services Advisors Inc.22,220$338K0.0%-4.6%0.093%
10/24/2023Raymond James & Associates38,811$590K0.0%-2.4%0.163%
10/24/2023Cambridge Investment Research Advisors Inc.102,158$1.55M0.0%-22.0%0.430%
10/23/2023Commonwealth Equity Services LLC52,143$792K0.0%+11.5%0.219%
10/20/2023 Brookstone Capital Management81,825$1.14M0.0%-28.6%0.344%
10/18/2023Koshinski Asset Management Inc.27,344$415K0.0%-8.8%0.115%
10/13/2023PFG Advisors18,617$283K0.0%-11.0%0.078%
10/12/2023IFP Advisors Inc8,104$123K0.0%+47.6%0.034%
10/11/2023AE Wealth Management LLC104,176$1.58M0.0%+219.8%0.435%
10/11/2023CWM LLC71,210$1.08M0.0%+1.7%0.298%
10/10/2023Strategies Wealth Advisors LLC110,144$1.67M0.3%+1.0%0.460%
8/17/2023Imprint Wealth LLC37,508$3.75M0.2%N/A0.157%
8/11/2023Harvest Investment Services LLC65,869$1.03M0.6%-3.6%0.276%
8/11/2023PNC Financial Services Group Inc.47,417$741K0.0%+301.5%0.199%
8/10/2023WFA of San Diego LLC5,175$81K0.1%N/A0.022%
8/10/2023Private Advisor Group LLC42,178$687K0.0%N/A0.177%
8/9/2023Center for Financial Planning Inc.4,847$76K0.0%N/A0.020%
8/8/2023Kestra Private Wealth Services LLC38,498$602K0.0%N/A0.161%
8/4/2023Cullen Frost Bankers Inc.121,919$1.91M0.0%-10.4%0.511%
8/4/2023IFP Advisors Inc5,491$128K0.0%+34.7%0.023%
8/3/2023Atria Wealth Solutions Inc.62,758$981K0.0%+12.1%0.263%
8/3/2023CWM LLC70,001$1.09M0.0%+2.7%0.294%
8/1/2023RFP Financial Group LLC2,655$41K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

KBWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWD shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Invesco KBW High Dividend Yield Financial ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.01B), LPL Financial LLC ($7.28M), Mission Hills Financial Advisory LLC ($6.69M), Gradient Investments LLC ($5.93M), Advisor Group Holdings Inc. ($5.23M), Imprint Wealth LLC ($3.75M), and PNC Financial Services Group Inc. ($2.63M).Learn more on KBWD's institutional investors.

Which institutional investors have been buying Invesco KBW High Dividend Yield Financial ETF stock?

Of the 44 institutional investors that purchased Invesco KBW High Dividend Yield Financial ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($2.46M), PNC Financial Services Group Inc. ($280.23K), Gradient Investments LLC ($141.21K), AE Wealth Management LLC ($104.18K), Waterloo Capital L.P. ($78.66K), Choreo LLC ($72.38K), and LPL Financial LLC ($67.94K).

How much institutional buying is happening at Invesco KBW High Dividend Yield Financial ETF?

Institutional investors have bought a total of 3,785,650 shares in the last 24 months. This purchase volume represents approximately $61.81M in transactions.

Which Invesco KBW High Dividend Yield Financial ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Invesco KBW High Dividend Yield Financial ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($310.82K), AE Wealth Management LLC ($220.69K), LPL Financial LLC ($122.52K), Raymond James & Associates ($100.89K), Brookstone Capital Management ($97.38K), Raymond James Financial Services Advisors Inc. ($87.93K), and UBS Group AG ($70.69K).

How much institutional selling is happening at Invesco KBW High Dividend Yield Financial ETF?

Institutional investors have sold a total of 1,523,314 shares in the last 24 months. This volume of shares sold represents approximately $35.16M in transactions.


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This page (NASDAQ:KBWD) was last updated on 1/18/2025 by MarketBeat.com Staff
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