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

$11.95 -0.03 (-0.25%)

Closing price 09/11/2026 04:00 PM Eastern

Extended Trading

$12.01 +0.06 (+0.50%)

As of 09/11/2026 07:37 PM Eastern

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Number of Institutional Buyers (last 12 months): 29
Total Institutional Inflows (last 12 months): $11.26M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $7.74M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	NewEdge Advisors LLC	17,484	$217K	0.0%	+3,108.1%	0.052%
7/8/2026	Gradient Investments LLC	642,248	$7.98M	0.1%	+2.8%	1.889%
5/19/2026	Winnow Wealth LLC	32,490	$407K	0.3%	+11.5%	0.097%
5/19/2026	Bank of America Corp DE	726,416	$9.11M	0.0%	+2.6%	2.169%
5/18/2026	Royal Bank of Canada	4,470	$56K	0.0%	-50.6%	0.013%
5/13/2026	Cetera Investment Advisers	57,599	$722K	0.0%	+10.4%	0.172%
5/6/2026	Independent Financial Group LLC	29,742	$373K	0.0%	N/A	0.089%
5/1/2026	Fifth Third Bancorp	9,607	$120K	0.0%	N/A	0.029%
3/17/2026	Rockefeller Capital Management L.P.	19,125	$261K	0.0%	-47.1%	0.061%
2/18/2026	Quadrature Capital Ltd	41,453	$566K	0.0%	N/A	0.132%
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2/17/2026	Cetera Investment Advisers	52,191	$713K	0.0%	-12.4%	0.167%
2/17/2026	Equitable Holdings Inc.	32,687	$447K	0.0%	-58.0%	0.104%
2/17/2026	Kovack Advisors Inc.	69,322	$947K	0.0%	+282.0%	0.221%
2/17/2026	Osaic Holdings Inc.	57,653	$788K	0.0%	+67.9%	0.184%
2/17/2026	Regal Investment Advisors LLC	31,454	$430K	0.0%	N/A	0.100%
2/17/2026	Royal Bank of Canada	9,055	$124K	0.0%	-58.1%	0.029%
2/16/2026	MML Investors Services LLC	49,548	$677K	0.0%	+3.5%	0.158%
2/13/2026	Kestra Advisory Services LLC	3,830	$52K	0.0%	N/A	0.012%
2/13/2026	CreativeOne Wealth LLC	32,047	$438K	0.0%	+23.4%	0.102%
2/13/2026	Advyzon Investment Management LLC	12,083	$165K	0.0%	+12.4%	0.039%
2/13/2026	Wells Fargo & Company MN	462,039	$6.31M	0.0%	-15.9%	1.476%
2/12/2026	Triumph Capital Management	5,295	$72K	0.0%	-89.0%	0.017%
2/12/2026	Commonwealth Equity Services LLC	11,651	$159K	0.0%	-58.0%	0.037%
2/12/2026	Kovack Advisors Inc.	69,322	$946K	0.0%	+282.0%	0.221%
2/11/2026	Janney Montgomery Scott LLC	13,544	$185K	0.0%	-16.4%	0.043%
2/11/2026	LPL Financial LLC	796,679	$10.89M	0.0%	-14.2%	2.545%
2/9/2026	Endowment Wealth Management Inc.	54,829	$749K	0.3%	+4.9%	0.175%
2/9/2026	Harbour Investments Inc.	2,000	$27K	0.0%	+100.0%	0.006%
2/6/2026	IFP Advisors Inc	41,326	$565K	0.0%	+69.0%	0.132%
2/6/2026	Cullen Frost Bankers Inc.	27,246	$372K	0.0%	-23.4%	0.087%
2/3/2026	Koshinski Asset Management Inc.	11,836	$162K	0.0%	-20.5%	0.038%
2/2/2026	Mission Hills Financial Advisory LLC	808,721	$11.05M	5.8%	+8.5%	2.599%
1/28/2026	Kingswood Wealth Advisors LLC	54,766	$748K	0.0%	+2.0%	0.175%
1/23/2026	Choreo LLC	24,436	$334K	0.0%	-43.4%	0.078%
1/20/2026	Stratos Wealth Partners LTD.	11,912	$163K	0.0%	+11.9%	0.038%
1/15/2026	Brookstone Capital Management	19,464	$266K	0.0%	-5.7%	0.063%
1/8/2026	Gradient Investments LLC	549,196	$7.50M	0.1%	+2.1%	1.787%
1/1/2026	JPMorgan Chase & Co.	10,906	$148K	0.0%	-24.7%	0.035%
12/23/2025	Triumph Capital Management	48,004	$649K	0.2%	+14.9%	0.156%
12/2/2025	IFP Advisors Inc	24,449	$331K	0.0%	+24.6%	0.079%
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11/17/2025	Harvest Investment Services LLC	67,678	$916K	0.2%	+5.3%	0.219%
11/17/2025	Triumph Capital Management	48,004	$649K	0.2%	+14.9%	0.156%
11/17/2025	Bank of America Corp DE	696,584	$9.43M	0.0%	+28.2%	2.259%
11/14/2025	Raymond James Financial Inc.	182,262	$2.47M	0.0%	+12.6%	0.591%
11/14/2025	Equitable Holdings Inc.	77,798	$1.05M	0.0%	-9.4%	0.252%
11/14/2025	Two Sigma Investments LP	18,500	$250K	0.0%	N/A	0.060%
11/14/2025	Comerica Bank	8,451	$114K	0.0%	+11.7%	0.027%
11/13/2025	UBS Group AG	106,367	$1.44M	0.0%	-24.1%	0.345%
11/13/2025	CreativeOne Wealth LLC	25,975	$351K	0.0%	+81.3%	0.084%
11/12/2025	Choreo LLC	43,201	$585K	0.0%	-5.5%	0.140%
11/10/2025	Optiver Holding B.V.	1,849	$25K	0.0%	N/A	0.006%
11/10/2025	Koshinski Asset Management Inc.	14,879	$201K	0.0%	-18.3%	0.048%
11/10/2025	Kovack Advisors Inc.	18,145	$246K	0.0%	+50.2%	0.059%
11/7/2025	Founders Financial Alliance LLC	6,409	$87K	0.0%	-14.8%	0.021%
11/7/2025	JPMorgan Chase & Co.	10,906	$148K	0.0%	-24.7%	0.035%
11/7/2025	PNC Financial Services Group Inc.	9,011	$122K	0.0%	-90.3%	0.029%
11/6/2025	Ameritas Advisory Services LLC	2,761	$37K	0.0%	-23.5%	0.009%
11/6/2025	Endowment Wealth Management Inc.	52,252	$707K	0.3%	+27.0%	0.169%
11/5/2025	Envestnet Asset Management Inc.	61,518	$832K	0.0%	+90.5%	0.199%
11/4/2025	Adell Harriman & Carpenter Inc.	10,900	$147K	0.0%	-16.2%	0.035%
11/4/2025	Mission Hills Financial Advisory LLC	745,613	$10.09M	5.4%	+14.9%	2.418%
11/4/2025	Winnow Wealth LLC	28,559	$400K	0.3%	N/A	0.093%
10/31/2025	Cullen Frost Bankers Inc.	35,546	$481K	0.0%	-3.6%	0.115%
10/23/2025	Kingswood Wealth Advisors LLC	53,680	$726K	0.0%	+26.5%	0.174%
10/21/2025	Global Retirement Partners LLC	3,750	$51K	0.0%	+415.8%	0.012%
10/15/2025	CWM LLC	15,583	$211K	0.0%	-46.0%	0.051%
10/15/2025	Brookstone Capital Management	20,641	$279K	0.0%	-32.1%	0.067%
10/14/2025	Farther Finance Advisors LLC	7,899	$107K	0.0%	-22.4%	0.026%
10/6/2025	Gradient Investments LLC	537,666	$7.28M	0.1%	+2.6%	1.751%
9/4/2025	Osaic Holdings Inc.	35,767	$496K	0.0%	-15.0%	0.120%
8/19/2025	B. Riley Wealth Advisors Inc.	24,646	$342K	0.0%	N/A	0.083%
8/15/2025	Tower Research Capital LLC TRC	24,236	$336K	0.0%	N/A	0.081%
8/15/2025	WFA of San Diego LLC	2,400	$33K	0.0%	N/A	0.008%
8/15/2025	Bank of America Corp DE	543,336	$7.54M	0.0%	-9.4%	1.823%
8/14/2025	Jane Street Group LLC	37,108	$515K	0.0%	N/A	0.125%
8/14/2025	Raymond James Financial Inc.	161,894	$2.25M	0.0%	+229.3%	0.543%
8/13/2025	Choreo LLC	45,714	$634K	0.0%	-20.9%	0.153%
8/12/2025	CreativeOne Wealth LLC	14,330	$199K	0.0%	-50.6%	0.048%
8/12/2025	JPMorgan Chase & Co.	14,479	$201K	0.0%	-13.9%	0.049%
8/8/2025	Rockefeller Capital Management L.P.	35,665	$495K	0.0%	+3.4%	0.120%
8/8/2025	Cetera Investment Advisers	47,041	$652K	0.0%	+39.9%	0.158%
8/8/2025	Good Life Advisors LLC	29,442	$408K	0.0%	+57.6%	0.099%
8/5/2025	Simplex Trading LLC	2,986	$41K	0.0%	N/A	0.010%
8/4/2025	Adell Harriman & Carpenter Inc.	13,000	$180K	0.0%	-18.8%	0.044%
8/1/2025	Envestnet Asset Management Inc.	32,298	$448K	0.0%	+212.3%	0.108%
7/30/2025	Brookstone Capital Management	30,419	$422K	0.0%	-17.2%	0.102%
7/30/2025	Cullen Frost Bankers Inc.	36,861	$511K	0.0%	-3.9%	0.124%
7/29/2025	Stratos Wealth Partners LTD.	10,083	$140K	0.0%	N/A	0.034%
7/28/2025	Mission Hills Financial Advisory LLC	649,190	$9.00M	5.6%	+22.9%	2.178%
7/25/2025	Atria Wealth Solutions Inc.	54,812	$760K	0.0%	+10.5%	0.184%
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7/25/2025	Endowment Wealth Management Inc.	41,152	$571K	0.3%	+13.6%	0.138%
7/25/2025	CWM LLC	28,846	$400K	0.0%	+3.9%	0.097%
7/24/2025	IFP Advisors Inc	19,628	$272K	0.0%	+9.1%	0.066%
7/23/2025	Kingswood Wealth Advisors LLC	42,441	$589K	0.0%	+47.6%	0.142%
7/21/2025	Ameritas Advisory Services LLC	3,611	$50K	0.0%	N/A	0.012%
7/17/2025	Janney Montgomery Scott LLC	16,260	$226K	0.0%	-5.9%	0.055%
7/11/2025	Farther Finance Advisors LLC	10,181	$141K	0.0%	+7.6%	0.035%
7/10/2025	Oliver Lagore Vanvalin Investment Group	2,400	$35K	0.0%	N/A	0.008%
7/9/2025	Triumph Capital Management	41,785	$580K	0.2%	+9.7%	0.142%
7/8/2025	Gradient Investments LLC	523,842	$7.27M	0.1%	+8.3%	1.785%

KBWD Institutional Ownership - Frequently Asked Questions

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 Mission Hills Financial Advisory LLC ($11.05M), LPL Financial LLC ($10.89M), Bank of America Corp DE ($9.11M), Gradient Investments LLC ($7.98M), Wells Fargo & Company MN ($6.31M), TrueMark Investments LLC ($4.05M), and Raymond James Financial Inc. ($2.47M).Learn more on Invesco KBW High Dividend Yield Financial ETF's institutional investors.

Of the 58 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), Mission Hills Financial Advisory LLC ($404.34K), TrueMark Investments LLC ($280.13K), Raymond James Financial Inc. ($228.71K), Bank of America Corp DE ($171.76K), Gradient Investments LLC ($141.29K), and LPL Financial LLC ($114.30K).

Institutional investors have bought a total of 836,765 shares in the last 24 months. This purchase volume represents approximately $11.26M in transactions.

Of the 21 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: LPL Financial LLC ($131.81K), Wells Fargo & Company MN ($87.36K), PNC Financial Services Group Inc. ($84.29K), Equitable Holdings Inc. ($53.19K), Triumph Capital Management ($42.71K), UBS Group AG ($33.80K), and Choreo LLC ($21.28K).

Institutional investors have sold a total of 568,420 shares in the last 24 months. This volume of shares sold represents approximately $7.74M in transactions.

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Institutional ownership data for NASDAQ:KBWD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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

KBWD Institutional Buying and Selling by Quarter

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

KBWD Institutional Ownership - Frequently Asked Questions

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

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

KBWD Institutional Buying and Selling by Quarter

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

KBWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWD shares?

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

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

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

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

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