Free Trial
Investment Research Tools for the A.I. EraStart Free For 30 Days

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

Invesco KBW High Dividend Yield Financial ETF logo
$13.60 +0.18 (+1.34%)
Closing price 04:00 PM Eastern
Extended Trading
$13.52 -0.08 (-0.59%)
As of 06:41 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.
Compare

Institutional Ownership Changes (13F Filings) for Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$31.89M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$5.25M
Get KBWD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco KBW High Dividend Yield Financial ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

KBWD Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Farther Finance Advisors LLC7,899$107K0.0%-22.4%0.026%
10/6/2025 Gradient Investments LLC537,666$7.28M0.1%+2.6%1.751%
9/4/2025Osaic Holdings Inc.35,767$496K0.0%-15.0%0.120%
8/19/2025B. Riley Wealth Advisors Inc.24,646$342K0.0%N/A0.083%
8/15/2025Tower Research Capital LLC TRC 24,236$336K0.0%N/A0.081%
8/15/2025WFA of San Diego LLC2,400$33K0.0%N/A0.008%
8/15/2025Bank of America Corp DE543,336$7.54M0.0%-9.4%1.823%
8/14/2025Jane Street Group LLC37,108$515K0.0%N/A0.125%
8/14/2025Raymond James Financial Inc.161,894$2.25M0.0%+229.3%0.543%
8/13/2025Choreo LLC45,714$634K0.0%-20.9%0.153%
8/12/2025CreativeOne Wealth LLC14,330$199K0.0%-50.6%0.048%
8/12/2025JPMorgan Chase & Co.14,479$201K0.0%-13.9%0.049%
8/8/2025Rockefeller Capital Management L.P.35,665$495K0.0%+3.4%0.120%
8/8/2025Cetera Investment Advisers47,041$652K0.0%+39.9%0.158%
8/8/2025Good Life Advisors LLC29,442$408K0.0%+57.6%0.099%
8/5/2025Simplex Trading LLC2,986$41K0.0%N/A0.010%
8/4/2025Adell Harriman & Carpenter Inc.13,000$180K0.0%-18.8%0.044%
8/1/2025Envestnet Asset Management Inc.32,298$448K0.0%+212.3%0.108%
7/30/2025Brookstone Capital Management30,419$422K0.0%-17.2%0.102%
7/30/2025Cullen Frost Bankers Inc.36,861$511K0.0%-3.9%0.124%
7/29/2025Stratos Wealth Partners LTD.10,083$140K0.0%N/A0.034%
7/28/2025Mission Hills Financial Advisory LLC649,190$9.00M5.6%+22.9%2.178%
7/25/2025Atria Wealth Solutions Inc.54,812$760K0.0%+10.5%0.184%
7/25/2025Endowment Wealth Management Inc.41,152$571K0.3%+13.6%0.138%
7/25/2025CWM LLC28,846$400K0.0%+3.9%0.097%
7/24/2025IFP Advisors Inc19,628$272K0.0%+9.1%0.066%
7/23/2025Kingswood Wealth Advisors LLC42,441$589K0.0%+47.6%0.142%
7/21/2025Ameritas Advisory Services LLC3,611$50K0.0%N/A0.012%
7/17/2025Janney Montgomery Scott LLC16,260$226K0.0%-5.9%0.055%
7/11/2025Farther Finance Advisors LLC10,181$141K0.0%+7.6%0.035%
7/10/2025Oliver Lagore Vanvalin Investment Group2,400$35K0.0%N/A0.008%
7/9/2025Triumph Capital Management41,785$580K0.2%+9.7%0.142%
7/8/2025 Gradient Investments LLC523,842$7.27M0.1%+8.3%1.785%
5/22/2025Mattson Financial Services LLC5,110$74K0.0%+19.4%0.018%
5/20/2025Integrity Alliance LLC.10,615$153K0.0%N/A0.037%
5/16/2025Jones Financial Companies Lllp12,156$176K0.0%+5,978.0%0.042%
5/15/2025Royal Bank of Canada17,142$248K0.0%-17.7%0.060%
5/14/2025CreativeOne Wealth LLC29,009$419K0.0%+9.4%0.101%
5/9/2025Endowment Wealth Management Inc.36,215$523K0.3%+7.1%0.126%
5/7/2025LPL Financial LLC855,688$12.37M0.0%+15.4%2.973%
5/6/2025Cetera Investment Advisers33,636$486K0.0%+10.6%0.117%
5/6/2025Avantax Advisory Services Inc.13,783$199K0.0%-5.6%0.048%
5/6/2025Triumph Capital Management38,100$551K0.2%+9.0%0.132%
5/6/2025Choreo LLC57,794$835K0.0%-18.4%0.201%
5/5/2025IFP Advisors Inc17,995$260K0.0%+67.4%0.063%
5/2/2025Cullen Frost Bankers Inc.38,348$554K0.0%-17.7%0.133%
5/1/2025CWM LLC27,762$401K0.0%-6.4%0.096%
4/29/2025U.S. Capital Wealth Advisors LLC84,150$1.22M0.0%-7.7%0.292%
4/29/2025Adell Harriman & Carpenter Inc.16,000$231K0.0%+30.1%0.056%
4/25/2025Koshinski Asset Management Inc.18,269$264K0.0%-10.3%0.063%
4/23/2025Mission Hills Financial Advisory LLC528,023$7.63M5.3%+15.7%1.835%
4/22/2025TrueMark Investments LLC280,134$4.05M1.1%N/A0.973%
4/22/2025Cambridge Investment Research Advisors Inc.106,372$1.54M0.0%-11.1%0.370%
4/21/2025Kingswood Wealth Advisors LLC28,746$415K0.0%N/A0.100%
4/17/2025Janney Montgomery Scott LLC17,271$250K0.0%-48.7%0.060%
4/14/2025Farther Finance Advisors LLC9,463$137K0.0%-21.8%0.033%
4/9/2025Gradient Investments LLC483,636$6.99M0.1%+7.0%1.656%
3/10/2025Mattson Financial Services LLC4,280$65K0.0%+44.6%0.015%
2/18/2025Mpwm Advisory Solutions LLC5,600$82K0.1%N/A0.020%
2/17/2025Two Sigma Investments LP181,500$2.66M0.0%+54.2%0.644%
2/17/2025Cetera Investment Advisers30,412$446K0.0%-5.7%0.108%
2/17/2025Bank of America Corp DE441,807$6.48M0.0%-0.4%1.567%
2/14/2025Jane Street Group LLC25,262$371K0.0%N/A0.090%
2/14/2025Triumph Capital Management34,946$513K0.2%N/A0.124%
2/14/2025Comerica Bank8,835$130K0.0%+31.6%0.031%
2/14/2025Harvest Investment Services LLC60,857$893K0.2%-7.2%0.216%
2/14/2025Tower Research Capital LLC TRC28,538$419K0.0%+383.4%0.101%
2/14/2025GeoWealth Management LLC9,999$147K0.0%N/A0.035%
2/13/2025CreativeOne Wealth LLC26,520$389K0.0%+58.8%0.094%
2/13/2025Raymond James Financial Inc.47,810$701K0.0%N/A0.170%
2/13/2025Waterloo Capital L.P.27,719$407K0.0%-23.2%0.098%
2/13/2025Wells Fargo & Company MN1,012,486$14.85M0.0%+197.8%3.590%
2/12/2025National Bank of Canada FI2,000$29K0.0%N/A0.007%
2/12/2025JPMorgan Chase & Co.24,475$359K0.0%+103.1%0.087%
2/11/2025LPL Financial LLC741,390$10.88M0.0%-3.8%2.629%
2/10/2025Commonwealth Equity Services LLC73,183$1.07M0.0%+15.9%0.260%
2/10/2025Avantax Advisory Services Inc.14,602$214K0.0%-6.8%0.052%
2/10/2025Farther Finance Advisors LLC12,095$177K0.0%+12.5%0.043%
2/7/2025Endowment Wealth Management Inc.33,801$496K0.3%+11.8%0.120%
2/7/2025Founders Financial Alliance LLC7,490$110K0.0%+10.1%0.027%
2/7/2025PNC Financial Services Group Inc.93,910$1.38M0.0%-39.7%0.333%
2/6/2025Raymond James Financial Inc.47,810$701K0.0%N/A0.170%
2/6/2025Cullen Frost Bankers Inc.46,604$684K0.0%-45.7%0.165%
2/5/2025Kovack Advisors Inc.12,080$177K0.0%-14.8%0.043%
2/4/2025IFP Advisors Inc10,750$158K0.0%+23.5%0.038%
2/3/2025Advyzon Investment Management LLC10,312$151K0.1%N/A0.037%
1/31/2025Atria Wealth Solutions Inc.49,328$724K0.0%+3.7%0.175%
1/30/2025Adell Harriman & Carpenter Inc.12,300$180K0.0%N/A0.044%
1/28/2025Advisors Preferred LLC17,747$262K0.0%N/A0.063%
1/28/2025Prairie Wealth Advisors Inc.11,175$164K0.1%-13.2%0.040%
1/27/2025Choreo LLC70,832$1.04M0.0%+5.9%0.252%
1/24/2025U.S. Capital Wealth Advisors LLC91,200$1.34M0.0%-9.8%0.327%
1/21/2025Gradient Investments LLC452,177$6.63M0.1%+6.3%1.624%
1/21/2025RFG Advisory LLC19,446$285K0.0%N/A0.070%
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%
1/13/2025Brookstone 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%
(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, 72 institutional investors and hedge funds held shares of Invesco KBW High Dividend Yield Financial ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.85M), LPL Financial LLC ($12.37M), Mission Hills Financial Advisory LLC ($9.00M), Bank of America Corp DE ($7.54M), Gradient Investments LLC ($7.28M), TrueMark Investments LLC ($4.05M), and Two Sigma Investments LP ($2.66M).Learn more on Invesco KBW High Dividend Yield Financial ETF's institutional investors.

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

Of the 54 institutional investors that purchased Invesco KBW High Dividend Yield Financial ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($672.45K), TrueMark Investments LLC ($280.13K), Mission Hills Financial Advisory LLC ($244.81K), PNC Financial Services Group Inc. ($244.63K), Gradient Investments LLC ($237.87K), Raymond James Financial Inc. ($208.35K), and LPL Financial LLC ($114.30K).

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

Institutional investors have bought a total of 2,206,661 shares in the last 24 months. This purchase volume represents approximately $31.89M in transactions.

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

Of the 26 institutional investors that sold Invesco KBW High Dividend Yield Financial ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($61.94K), Bank of America Corp DE ($58.34K), Cullen Frost Bankers Inc. ($49.01K), LPL Financial LLC ($29.04K), Choreo LLC ($25.12K), Janney Montgomery Scott LLC ($17.39K), and U.S. Capital Wealth Advisors LLC ($17K).

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

Institutional investors have sold a total of 363,926 shares in the last 24 months. This volume of shares sold represents approximately $5.25M in transactions.


Related Companies

This page (NASDAQ:KBWD) was last updated on 10/14/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Alert: Prepare for Trump's Dollar Overhaul
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Why Wall Street is piling into the “Debasement Trade”
Wall Street is piling into what insiders are calling the “Debasement Trade” — and according to former Goldman ...
Stansberry Research | Sponsoredtc pixel
What the hell is going on, America?
America’s $37.5 trillion debt spiral, soaring deficits, and repeated credit downgrades are exactly what Porter...
Porter & Company | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel