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

Invesco KBW High Dividend Yield Financial ETF logo
$14.42 -0.26 (-1.77%)
Closing price 03/28/2025 04:00 PM Eastern
Extended Trading
$14.66 +0.23 (+1.63%)
As of 03/28/2025 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
32
Total
Institutional Inflows
(last 12 months)
$19.41M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$8.45M
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KBWD Institutional Buying and Selling by Quarter

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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
3/10/2025 Mattson Financial Services LLC4,280$65K0.0%+44.6%0.015%
2/18/2025 Mpwm Advisory Solutions LLC5,600$82K0.1%N/A0.020%
2/17/2025 Two Sigma Investments LP181,500$2.66M0.0%+54.2%0.644%
2/17/2025 Cetera Investment Advisers30,412$446K0.0%-5.7%0.108%
2/17/2025 Bank of America Corp DE441,807$6.48M0.0%-0.4%1.567%
2/14/2025 Jane Street Group LLC25,262$371K0.0%N/A0.090%
2/14/2025 Triumph Capital Management34,946$513K0.2%N/A0.124%
2/14/2025 Comerica Bank8,835$130K0.0%+31.6%0.031%
2/14/2025 Harvest Investment Services LLC60,857$893K0.2%-7.2%0.216%
2/14/2025 Tower Research Capital LLC TRC 28,538$419K0.0%+383.4%0.101%
2/14/2025 GeoWealth Management LLC9,999$147K0.0%N/A0.035%
2/13/2025 CreativeOne Wealth LLC26,520$389K0.0%+58.8%0.094%
2/13/2025 Raymond James Financial Inc.47,810$701K0.0%N/A0.170%
2/13/2025 Waterloo Capital L.P.27,719$407K0.0%-23.2%0.098%
2/13/2025 Wells Fargo & Company MN1,012,486$14.85M0.0%+197.8%3.590%
2/12/2025 National Bank of Canada FI2,000$29K0.0%N/A0.007%
2/12/2025 JPMorgan Chase & Co.24,475$359K0.0%+103.1%0.087%
2/11/2025 LPL Financial LLC741,390$10.88M0.0%-3.8%2.629%
2/10/2025 Commonwealth Equity Services LLC73,183$1.07M0.0%+15.9%0.260%
2/10/2025 Avantax Advisory Services Inc.14,602$214K0.0%-6.8%0.052%
2/10/2025 Farther Finance Advisors LLC12,095$177K0.0%+12.5%0.043%
2/7/2025 Endowment Wealth Management Inc.33,801$496K0.3%+11.8%0.120%
2/7/2025 Founders Financial Alliance LLC7,490$110K0.0%+10.1%0.027%
2/7/2025 PNC Financial Services Group Inc.93,910$1.38M0.0%-39.7%0.333%
2/6/2025 Raymond James Financial Inc.47,810$701K0.0%N/A0.170%
2/6/2025 Cullen Frost Bankers Inc.46,604$684K0.0%-45.7%0.165%
2/5/2025 Kovack Advisors Inc.12,080$177K0.0%-14.8%0.043%
2/4/2025 IFP Advisors Inc10,750$158K0.0%+23.5%0.038%
2/3/2025 Advyzon Investment Management LLC10,312$151K0.1%N/A0.037%
1/31/2025 Atria Wealth Solutions Inc.49,328$724K0.0%+3.7%0.175%
1/30/2025 Adell Harriman & Carpenter Inc.12,300$180K0.0%N/A0.044%
1/28/2025 Advisors Preferred LLC17,747$262K0.0%N/A0.063%
1/28/2025 Prairie Wealth Advisors Inc.11,175$164K0.1%-13.2%0.040%
1/27/2025 Choreo LLC70,832$1.04M0.0%+5.9%0.252%
1/24/2025 U.S. Capital Wealth Advisors LLC91,200$1.34M0.0%-9.8%0.327%
1/21/2025 Gradient Investments LLC452,177$6.63M0.1%+6.3%1.624%
1/21/2025 RFG Advisory LLC19,446$285K0.0%N/A0.070%
1/17/2025 Janney Montgomery Scott LLC33,649$494K0.0%+12.5%0.121%
1/16/2025 Koshinski Asset Management Inc.20,376$299K0.0%-4.2%0.073%
1/16/2025 Mission Hills Financial Advisory LLC456,337$6.69M5.2%+12.8%1.642%
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1/13/2025 Brookstone Capital Management46,706$685K0.0%-9.9%0.168%
12/26/2024 JPMorgan Chase & Co.12,049$184K0.0%-13.7%0.046%
11/15/2024 MML Investors Services LLC33,348$510K0.0%-6.1%0.128%
11/14/2024 CreativeOne Wealth LLC16,700$255K0.0%N/A0.064%
11/12/2024 Centaurus Financial Inc.6,706$102K0.0%-59.9%0.026%
11/6/2024 Endowment Wealth Management Inc.30,238$462K0.3%-15.4%0.116%
11/6/2024 Kovack Advisors Inc.14,180$217K0.0%-9.6%0.054%
10/29/2024 Farther Finance Advisors LLC10,748$164K0.0%+46.5%0.042%
10/16/2024 Good Life Advisors LLC17,420$266K0.0%N/A0.068%
10/10/2024 Koshinski Asset Management Inc.21,264$325K0.0%-4.2%0.083%
10/8/2024 CWM LLC29,781$455K0.0%+5.3%0.116%
10/8/2024 Brookstone Capital Management51,815$792K0.0%-12.0%0.201%
9/30/2024 Mattson Financial Services LLC2,959$45K0.0%N/A0.012%
8/13/2024 AE Wealth Management LLC102,385$1.54M0.0%-68.3%0.410%
8/12/2024 Waterloo Capital L.P.36,074$543K0.1%-46.1%0.145%
8/7/2024 Choreo LLC66,948$999K0.0%-1.2%0.268%
8/6/2024 Cullen Frost Bankers Inc.90,307$1.36M0.0%-13.5%0.362%
8/2/2024 Endowment Wealth Management Inc.35,742$538K0.4%+10.2%0.143%
7/31/2024 Commonwealth Equity Services LLC61,361$923K0.0%+11.6%0.246%
7/30/2024 Jaffetilchin Investment Partners LLC11,402$171K0.0%-21.2%0.046%
7/26/2024 Cambridge Investment Research Advisors Inc.92,662$1.39M0.0%-5.0%0.371%
7/18/2024 Gradient 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%
7/11/2024 U.S. Capital Wealth Advisors LLC128,175$1.93M0.1%-2.4%0.514%
7/10/2024 CWM LLC28,274$425K0.0%-62.4%0.113%
5/20/2024Highlander Capital Management LLC5,245$81K0.0%+24.3%0.021%
5/17/2024 Jaffetilchin Investment Partners LLC14,463$224K0.0%-35.2%0.059%
5/17/2024 Comerica Bank10,988$170K0.0%-8.3%0.045%
5/14/2024 CreativeOne Wealth LLC18,593$288K0.0%N/A0.076%
5/9/2024 Endowment Wealth Management Inc.32,421$502K0.4%+8.2%0.132%
5/9/2024 Koshinski Asset Management Inc.20,040$310K0.0%-42.6%0.082%
5/8/2024 Avantax Advisory Services Inc.16,532$256K0.0%-8.1%0.067%
5/2/2024 Choreo LLC67,749$1.05M0.0%-6.4%0.276%
5/1/2024 Janney Montgomery Scott LLC33,952$526K0.0%-3.6%0.138%
4/30/2024 Commonwealth Equity Services LLC54,983$852K0.0%+1.7%0.224%
4/25/2024 Cambridge Investment Research Advisors Inc.97,524$1.51M0.0%+6.9%0.399%
4/23/2024 Gradient Investments LLC333,160$5.16M0.1%+15.6%1.362%
4/15/2024 Brookstone Capital Management65,804$1.02M0.0%-7.6%0.269%
3/22/2024 PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
2/26/2024 Centaurus Financial Inc.19,404$308K0.0%-60.0%0.080%
2/14/2024 Waterloo Capital L.P.78,655$1.25M0.2%N/A0.326%
2/9/2024 Founders Financial Alliance LLC4,835$77K0.0%+45.4%0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.91,207$1.45M0.0%-10.7%0.378%
2/9/2024 PNC 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%
2/8/2024 Janney Montgomery Scott LLC35,218$559K0.0%+10.5%0.146%
2/7/2024 Avantax Advisory Services Inc.17,989$285K0.0%-10.6%0.075%
2/7/2024 Endowment Wealth Management Inc.29,952$475K0.4%-17.7%0.124%
2/6/2024 Cullen Frost Bankers Inc.112,417$1.78M0.0%-5.2%0.466%
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2/5/2024 Kestra Private Wealth Services LLC13,240$210K0.0%-65.8%0.055%
2/5/2024 Choreo LLC72,376$1.15M0.0%N/A0.300%
2/2/2024 Atria Wealth Solutions Inc.41,844$664K0.0%-30.4%0.174%
2/1/2024Eudaimonia Advisors LLC28,939$459K0.3%-20.6%0.121%
2/1/2024 CWM LLC73,323$1.16M0.0%+3.0%0.305%
1/29/2024 Koshinski 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%
1/18/2024 Gradient Investments LLC288,227$4.57M0.1%+7.3%1.207%
1/12/2024 Advisor Resource Council20,025$318K0.0%N/A0.084%
(Data available from 1/1/2016 forward)

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KBWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWD shares?

During the previous two years, 70 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), Wells Fargo & Company MN ($14.85M), LPL Financial LLC ($10.88M), Mission Hills Financial Advisory LLC ($6.69M), Gradient Investments LLC ($6.63M), Bank of America Corp DE ($6.48M), and Imprint Wealth LLC ($3.75M).Learn more on KBWD's institutional investors.

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

Of the 56 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), Wells Fargo & Company MN ($672.45K), PNC Financial Services Group Inc. ($280.23K), Gradient Investments LLC ($167.84K), AE Wealth Management LLC ($104.18K), Raymond James Financial Inc. ($95.62K), and Waterloo Capital L.P. ($78.66K).

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

Institutional investors have bought a total of 4,791,929 shares in the last 24 months. This purchase volume represents approximately $75.64M in transactions.

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

Of the 36 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), Brookstone Capital Management ($97.38K), Cullen Frost Bankers Inc. ($89.79K), PNC Financial Services Group Inc. ($65.93K), LPL Financial LLC ($53.42K), and CWM LLC ($46.83K).

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

Institutional investors have sold a total of 1,270,504 shares in the last 24 months. This volume of shares sold represents approximately $25.21M in transactions.


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This page (NASDAQ:KBWD) was last updated on 3/29/2025 by MarketBeat.com Staff
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