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

Invesco KBW High Dividend Yield Financial ETF logo
$13.49 -0.15 (-1.10%)
As of 04/30/2025 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)
33
Total
Institutional Inflows
(last 12 months)
$24.61M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.97M
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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
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%
3/10/2025Mattson 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%
2/10/2025 Farther 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%
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1/30/2025 Adell Harriman & Carpenter Inc.12,300$180K0.0%N/A0.044%
1/28/2025Advisors Preferred LLC17,747$262K0.0%N/A0.063%
1/28/2025 Prairie Wealth Advisors Inc.11,175$164K0.1%-13.2%0.040%
1/27/2025Choreo 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%
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%
10/29/2024 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%
10/8/2024CWM 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%
7/30/2024 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%
7/10/2024CWM 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%
5/17/2024Comerica 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%
5/9/2024 Koshinski 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%
5/1/2024 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%
3/22/2024PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
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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%
2/9/2024 Cambridge 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%
2/8/2024 Janney 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%
(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, 71 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 ($7.63M), Gradient Investments LLC ($6.99M), Bank of America Corp DE ($6.48M), and TrueMark Investments LLC ($4.05M).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), TrueMark Investments LLC ($280.13K), Gradient Investments LLC ($199.30K), Mission Hills Financial Advisory LLC ($123.64K), and AE Wealth Management LLC ($104.18K).

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

Institutional investors have bought a total of 5,140,957 shares in the last 24 months. This purchase volume represents approximately $79.68M in transactions.

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

Of the 37 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: AE Wealth Management LLC ($220.69K), Cullen Frost Bankers Inc. ($89.79K), Brookstone Capital Management ($76.15K), PNC Financial Services Group Inc. ($65.93K), Cambridge Investment Research Advisors Inc. ($57.81K), 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 981,044 shares in the last 24 months. This volume of shares sold represents approximately $16.05M in transactions.


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This page (NASDAQ:KBWD) was last updated on 5/1/2025 by MarketBeat.com Staff
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