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

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$15.71
+0.06 (+0.38%)
(As of 05/17/2024 ET)
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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)
33
Total
Institutional Inflows
(last 12 months)
$53.55M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.09M
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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
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%
4/30/2024Commonwealth 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%
2/8/2024 Eudaimonia 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%
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%
2/1/2024 Eudaimonia 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%
1/11/2024 Brookstone Capital Management71,182$1.13M0.0%-13.0%0.298%
11/13/2023 Jaffetilchin Investment Partners LLC22,210$337K0.0%-13.3%0.093%
11/13/2023 LPL Financial LLC478,909$7.28M0.0%-4.8%2.016%
11/13/2023 PNC Financial Services Group Inc.43,430$660K0.0%-8.4%0.183%
11/9/2023 UBS Group AG151,222$2.30M0.0%+0.8%0.636%
11/8/2023 Atria Wealth Solutions Inc.60,148$914K0.0%-4.2%0.253%
11/8/2023 Avantax Advisory Services Inc.20,114$306K0.0%-13.4%0.085%
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11/3/2023 ORG Partners LLC4,409$67K0.0%N/A0.019%
11/3/2023 Private Advisor Group LLC40,495$615K0.0%-4.0%0.170%
11/2/2023 Cullen Frost Bankers Inc.118,525$1.80M0.0%-2.8%0.499%
10/31/2023 Endowment Wealth Management Inc.36,381$553K0.5%-6.6%0.153%
10/27/2023 Gradient Investments LLC268,685$4.08M0.1%-1.8%1.130%
10/24/2023 Eudaimonia Partners LLC38,038$578K0.1%+66.8%0.160%
10/24/2023 Eudaimonia Advisors LLC36,462$554K0.4%+81.8%0.153%
10/24/2023 Raymond James Financial Services Advisors Inc.22,220$338K0.0%-4.6%0.093%
10/24/2023 Raymond James & Associates38,811$590K0.0%-2.4%0.163%
10/24/2023 Cambridge 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%
10/18/2023 Koshinski Asset Management Inc.27,344$415K0.0%-8.8%0.115%
10/13/2023 PFG Advisors18,617$283K0.0%-11.0%0.078%
10/12/2023IFP Advisors Inc8,104$123K0.0%+47.6%0.034%
10/11/2023 AE Wealth Management LLC104,176$1.58M0.0%+219.8%0.435%
10/11/2023 CWM LLC71,210$1.08M0.0%+1.7%0.298%
10/10/2023 Strategies Wealth Advisors LLC110,144$1.67M0.3%+1.0%0.460%
8/17/2023 Imprint Wealth LLC37,508$3.75M0.2%N/A0.157%
8/11/2023 Harvest Investment Services LLC65,869$1.03M0.6%-3.6%0.276%
8/11/2023 PNC 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%
8/10/2023 Private Advisor Group LLC42,178$687K0.0%N/A0.177%
8/9/2023 Center for Financial Planning Inc.4,847$76K0.0%N/A0.020%
8/8/2023 Kestra Private Wealth Services LLC38,498$602K0.0%N/A0.161%
8/4/2023 Cullen Frost Bankers Inc.121,919$1.91M0.0%-10.4%0.511%
8/4/2023IFP Advisors Inc5,491$128K0.0%+34.7%0.023%
8/3/2023 Atria Wealth Solutions Inc.62,758$981K0.0%+12.1%0.263%
8/3/2023 CWM LLC70,001$1.09M0.0%+2.7%0.294%
8/1/2023 RFP Financial Group LLC2,655$41K0.0%N/A0.011%
8/1/2023 Truist Financial Corp14,638$229K0.0%+5.5%0.061%
8/1/2023BDO Wealth Advisors LLC85,453$1.34M0.2%-4.1%0.358%
7/31/2023 LPL Financial LLC503,293$7.87M0.0%+13.4%2.110%
7/28/2023 Koshinski Asset Management Inc.29,987$469K0.1%-41.4%0.126%
7/26/2023 Janney Montgomery Scott LLC32,064$501K0.0%-7.3%0.135%
7/24/2023 Bank Julius Baer & Co. Ltd Zurich2,454$38K0.0%N/A0.010%
7/20/2023 Bank Julius Baer & Co. Ltd Zurich2,453,953$38.36M0.0%N/A10.311%
7/20/2023 PFG Advisors20,923$327K0.0%+11.1%0.088%
7/19/2023 Eudaimonia Partners LLC22,798$356K0.1%-14.4%0.096%
7/19/2023 Eudaimonia Advisors LLC20,052$313K0.2%+16.9%0.084%
7/13/2023 Cambridge Investment Research Advisors Inc.130,906$2.05M0.0%+4.0%0.553%
7/12/2023 Strategies Wealth Advisors LLC109,027$1.70M0.3%+3.3%0.460%
7/11/2023 Brookstone Capital Management114,521$1.77M0.0%-6.8%0.483%
7/11/2023 Gradient Investments LLC273,669$4.28M0.1%+6.0%1.155%
7/10/2023 AE Wealth Management LLC32,574$509K0.0%N/A0.138%
6/27/2023 Strategies Wealth Advisors LLC105,537$1.56M0.3%+2.8%0.444%
5/11/2023 Cambridge Investment Research Advisors Inc.125,921$1.86M0.0%+22.0%0.530%
5/10/2023 Endowment Wealth Management Inc.36,995$546K0.5%+29.9%0.156%
5/10/2023 LPL Financial LLC443,998$6.55M0.0%+2.0%1.869%
5/9/2023BDO Wealth Advisors LLC89,113$1.31M0.2%-21.2%0.375%
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5/9/2023 Tower Research Capital LLC TRC15,772$233K0.0%-74.1%0.066%
5/8/2023 Tempus Wealth Planning LLC11,159$165K0.1%N/A0.047%
5/5/2023 Truist Financial Corp13,880$205K0.0%-13.1%0.058%
5/5/2023 Cullen Frost Bankers Inc.136,059$2.01M0.0%-8.6%0.573%
5/1/2023 Arete Wealth Advisors LLC11,865$175.01B0.0%N/A0.050%
4/28/2023 Avantax Advisory Services Inc.21,344$315K0.0%-6.2%0.091%
4/28/2023 Ameritas Advisory Services LLC4,467$66K0.0%N/A0.019%
4/28/2023 Janney Montgomery Scott LLC34,573$510K0.0%+17.0%0.148%
4/25/2023 Eudaimonia Partners LLC26,620$393K0.1%N/A0.114%
4/25/2023 Eudaimonia Advisors LLC17,147$253K0.2%N/A0.073%
(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, 63 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), Advisor Group Holdings Inc. ($5.23M), Gradient Investments LLC ($5.16M), Imprint Wealth LLC ($3.75M), PNC Financial Services Group Inc. ($2.63M), and UBS Group AG ($2.30M).Learn more on KBWD's institutional investors.

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

Of the 52 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), Gradient Investments LLC ($643.98K), PNC Financial Services Group Inc. ($280.23K), 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 4,401,955 shares in the last 24 months. This purchase volume represents approximately $83.12M in transactions.

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

Of the 33 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), LPL Financial LLC ($188.30K), Brookstone Capital Management ($174.44K), Raymond James Financial Services Advisors Inc. ($107.50K), Raymond James & Associates ($100.89K), UBS Group AG ($70.69K), and BDO Wealth Advisors LLC ($54.26K).

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

Institutional investors have sold a total of 1,458,990 shares in the last 24 months. This volume of shares sold represents approximately $38.71M in transactions.


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This page (NASDAQ:KBWD) was last updated on 5/19/2024 by MarketBeat.com Staff

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