Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Invesco KBW High Dividend Yield Financial ETF logo
$14.10 +0.11 (+0.75%)
As of 12:23 PM Eastern
This is a fair market value 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)
41
Total
Institutional Inflows
(last 12 months)
$28.98M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.47M
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.

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
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%
8/8/2025 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%
5/16/2025Jones 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%
5/9/2025 Endowment Wealth Management Inc.36,215$523K0.3%+7.1%0.126%
5/7/2025LPL Financial LLC855,688$12.37M0.0%+15.4%2.973%
5/6/2025 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%
5/6/2025Choreo 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
2/18/2025Mpwm Advisory Solutions LLC5,600$82K0.1%N/A0.020%
2/17/2025Two Sigma Investments LP181,500$2.66M0.0%+54.2%0.644%
2/17/2025 Cetera 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%
2/14/2025 Triumph 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%
2/10/2025 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%
2/7/2025Founders 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%
2/6/2025Raymond 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%
1/27/2025Choreo 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%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
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%
11/6/2024 Endowment Wealth Management Inc.30,238$462K0.3%-15.4%0.116%
11/6/2024 Kovack 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%
10/8/2024 CWM LLC29,781$455K0.0%+5.3%0.116%
10/8/2024 Brookstone Capital Management51,815$792K0.0%-12.0%0.201%
(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), Gradient Investments LLC ($7.27M), 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 55 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), LPL Financial LLC ($114.30K), and Raymond James Financial Inc. ($95.62K).

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

Institutional investors have bought a total of 1,996,188 shares in the last 24 months. This purchase volume represents approximately $28.98M 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), Cullen Frost Bankers Inc. ($49.01K), LPL Financial LLC ($29.04K), Choreo LLC ($25.12K), Brookstone Capital Management ($18.51K), 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 306,831 shares in the last 24 months. This volume of shares sold represents approximately $4.47M in transactions.


Related Companies

This page (NASDAQ:KBWD) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored