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

Invesco KBW High Dividend Yield Financial ETF logo
$14.19 +0.18 (+1.28%)
Closing price 07/2/2025 04:00 PM Eastern
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$14.16 -0.03 (-0.18%)
As of 07/2/2025 07:09 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)
36
Total
Institutional Inflows
(last 12 months)
$26.52M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.89M
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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
5/22/2025Mattson 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%
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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%
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%
10/29/2024Farther Finance Advisors LLC10,748$164K0.0%+46.5%0.042%
10/16/2024Good Life Advisors LLC17,420$266K0.0%N/A0.068%
10/10/2024Koshinski Asset Management Inc.21,264$325K0.0%-4.2%0.083%
10/8/2024CWM LLC29,781$455K0.0%+5.3%0.116%
10/8/2024Brookstone 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%
7/30/2024Jaffetilchin Investment Partners LLC11,402$171K0.0%-21.2%0.046%
7/26/2024Cambridge Investment Research Advisors Inc.92,662$1.39M0.0%-5.0%0.371%
7/18/2024Gradient Investments LLC394,431$5.93M0.1%+18.4%1.583%
7/18/2024Brookstone Capital Management58,899$958K0.0%-10.5%0.236%
7/16/2024ORG Partners LLC4,409$66K0.0%N/A0.018%
7/11/2024U.S. Capital Wealth Advisors LLC128,175$1.93M0.1%-2.4%0.514%
7/10/2024CWM LLC28,274$425K0.0%-62.4%0.113%
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5/20/2024Highlander Capital Management LLC5,245$81K0.0%+24.3%0.021%
5/17/2024Jaffetilchin 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%
5/9/2024Koshinski 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%
5/1/2024Janney Montgomery Scott LLC33,952$526K0.0%-3.6%0.138%
4/30/2024Commonwealth Equity Services LLC54,983$852K0.0%+1.7%0.224%
(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 ($7.63M), Gradient Investments LLC ($6.99M), Bank of America Corp DE ($6.48M), TrueMark Investments LLC ($4.05M), and Imprint Wealth LLC ($3.75M).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 57 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: 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), LPL Financial LLC ($173.59K), and Mission Hills Financial Advisory LLC ($123.64K).

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

Institutional investors have bought a total of 1,812,879 shares in the last 24 months. This purchase volume represents approximately $26.52M 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: AE Wealth Management LLC ($220.69K), PNC Financial Services Group Inc. ($61.94K), Cullen Frost Bankers Inc. ($61.66K), CWM LLC ($48.71K), Waterloo Capital L.P. ($39.16K), LPL Financial LLC ($29.04K), and U.S. Capital Wealth Advisors LLC ($20.13K).

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

Institutional investors have sold a total of 597,133 shares in the last 24 months. This volume of shares sold represents approximately $8.89M in transactions.


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This page (NASDAQ:KBWD) was last updated on 7/3/2025 by MarketBeat.com Staff
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