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

Invesco KBW High Dividend Yield Financial ETF logo
$14.14 -0.11 (-0.77%)
Closing price 09/2/2025 04:00 PM Eastern
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$14.18 +0.04 (+0.25%)
As of 09:16 AM 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)
43
Total
Institutional Inflows
(last 12 months)
$31.77M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.26M
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KBWD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.24,646$342K0.0%N/A0.083%
8/15/2025 Tower Research Capital LLC TRC 24,236$336K0.0%N/A0.081%
8/15/2025 WFA of San Diego LLC2,400$33K0.0%N/A0.008%
8/15/2025 Bank of America Corp DE543,336$7.54M0.0%-9.4%1.823%
8/14/2025 Jane Street Group LLC37,108$515K0.0%N/A0.125%
8/14/2025 Raymond James Financial Inc.161,894$2.25M0.0%+229.3%0.543%
8/13/2025 Choreo LLC45,714$634K0.0%-20.9%0.153%
8/12/2025 CreativeOne Wealth LLC14,330$199K0.0%-50.6%0.048%
8/12/2025 JPMorgan Chase & Co.14,479$201K0.0%-13.9%0.049%
8/8/2025 Rockefeller Capital Management L.P.35,665$495K0.0%+3.4%0.120%
8/8/2025 Cetera Investment Advisers47,041$652K0.0%+39.9%0.158%
8/8/2025 Good Life Advisors LLC29,442$408K0.0%+57.6%0.099%
8/5/2025 Simplex Trading LLC2,986$41K0.0%N/A0.010%
8/4/2025 Adell Harriman & Carpenter Inc.13,000$180K0.0%-18.8%0.044%
8/1/2025 Envestnet Asset Management Inc.32,298$448K0.0%+212.3%0.108%
7/30/2025 Brookstone Capital Management30,419$422K0.0%-17.2%0.102%
7/30/2025 Cullen Frost Bankers Inc.36,861$511K0.0%-3.9%0.124%
7/29/2025 Stratos Wealth Partners LTD.10,083$140K0.0%N/A0.034%
7/28/2025 Mission Hills Financial Advisory LLC649,190$9.00M5.6%+22.9%2.178%
7/25/2025 Atria Wealth Solutions Inc.54,812$760K0.0%+10.5%0.184%
7/25/2025 Endowment Wealth Management Inc.41,152$571K0.3%+13.6%0.138%
7/25/2025 CWM LLC28,846$400K0.0%+3.9%0.097%
7/24/2025 IFP Advisors Inc19,628$272K0.0%+9.1%0.066%
7/23/2025 Kingswood Wealth Advisors LLC42,441$589K0.0%+47.6%0.142%
7/21/2025 Ameritas Advisory Services LLC3,611$50K0.0%N/A0.012%
7/17/2025 Janney Montgomery Scott LLC16,260$226K0.0%-5.9%0.055%
7/11/2025 Farther Finance Advisors LLC10,181$141K0.0%+7.6%0.035%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,400$35K0.0%N/A0.008%
7/9/2025 Triumph Capital Management41,785$580K0.2%+9.7%0.142%
7/8/2025 Gradient Investments LLC523,842$7.27M0.1%+8.3%1.785%
5/22/2025 Mattson Financial Services LLC5,110$74K0.0%+19.4%0.018%
5/20/2025 Integrity Alliance LLC.10,615$153K0.0%N/A0.037%
5/16/2025 Jones Financial Companies Lllp12,156$176K0.0%+5,978.0%0.042%
5/15/2025 Royal Bank of Canada17,142$248K0.0%-17.7%0.060%
5/14/2025 CreativeOne Wealth LLC29,009$419K0.0%+9.4%0.101%
5/9/2025 Endowment Wealth Management Inc.36,215$523K0.3%+7.1%0.126%
5/7/2025 LPL Financial LLC855,688$12.37M0.0%+15.4%2.973%
5/6/2025 Cetera Investment Advisers33,636$486K0.0%+10.6%0.117%
5/6/2025 Avantax Advisory Services Inc.13,783$199K0.0%-5.6%0.048%
5/6/2025 Triumph Capital Management38,100$551K0.2%+9.0%0.132%
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5/6/2025 Choreo LLC57,794$835K0.0%-18.4%0.201%
5/5/2025 IFP Advisors Inc17,995$260K0.0%+67.4%0.063%
5/2/2025 Cullen Frost Bankers Inc.38,348$554K0.0%-17.7%0.133%
5/1/2025 CWM LLC27,762$401K0.0%-6.4%0.096%
4/29/2025 U.S. Capital Wealth Advisors LLC84,150$1.22M0.0%-7.7%0.292%
4/29/2025 Adell Harriman & Carpenter Inc.16,000$231K0.0%+30.1%0.056%
4/25/2025 Koshinski Asset Management Inc.18,269$264K0.0%-10.3%0.063%
4/23/2025 Mission Hills Financial Advisory LLC528,023$7.63M5.3%+15.7%1.835%
4/22/2025 TrueMark Investments LLC280,134$4.05M1.1%N/A0.973%
4/22/2025 Cambridge Investment Research Advisors Inc.106,372$1.54M0.0%-11.1%0.370%
4/21/2025 Kingswood Wealth Advisors LLC28,746$415K0.0%N/A0.100%
4/17/2025 Janney Montgomery Scott LLC17,271$250K0.0%-48.7%0.060%
4/14/2025 Farther Finance Advisors LLC9,463$137K0.0%-21.8%0.033%
4/9/2025 Gradient Investments LLC483,636$6.99M0.1%+7.0%1.656%
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 TRC28,538$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%
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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%
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%
(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, 73 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 ($7.27M), 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 56 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 ($224.05K), 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 2,197,303 shares in the last 24 months. This purchase volume represents approximately $31.77M in transactions.

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

Of the 25 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), Brookstone Capital Management ($18.51K), and Janney Montgomery Scott LLC ($17.39K).

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

Institutional investors have sold a total of 363,371 shares in the last 24 months. This volume of shares sold represents approximately $5.26M in transactions.



This page (NASDAQ:KBWD) was last updated on 9/3/2025 by MarketBeat.com Staff
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