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

Invesco KBW High Dividend Yield Financial ETF logo
$10.88 -0.11 (-1.00%)
Closing price 04:00 PM Eastern
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$11.00 +0.11 (+1.06%)
As of 07:43 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)
29
Total
Institutional Inflows
(last 12 months)
$11.37M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.121,856$1.51M0.0%+8.0%0.370%
9/9/2026NewEdge Advisors LLC17,484$217K0.0%+3,108.1%0.052%
7/8/2026Gradient Investments LLC642,248$7.98M0.1%+2.8%1.889%
5/19/2026Winnow Wealth LLC32,490$407K0.3%+11.5%0.097%
5/19/2026Bank of America Corp DE726,416$9.11M0.0%+2.6%2.169%
5/18/2026Royal Bank of Canada4,470$56K0.0%-50.6%0.013%
5/13/2026Cetera Investment Advisers57,599$722K0.0%+10.4%0.172%
5/6/2026Independent Financial Group LLC29,742$373K0.0%N/A0.089%
5/1/2026Fifth Third Bancorp9,607$120K0.0%N/A0.029%
3/17/2026Rockefeller Capital Management L.P.19,125$261K0.0%-47.1%0.061%
2/18/2026Quadrature Capital Ltd41,453$566K0.0%N/A0.132%
2/17/2026Cetera Investment Advisers52,191$713K0.0%-12.4%0.167%
2/17/2026Equitable Holdings Inc.32,687$447K0.0%-58.0%0.104%
2/17/2026Kovack Advisors Inc.69,322$947K0.0%+282.0%0.221%
2/17/2026Osaic Holdings Inc.57,653$788K0.0%+67.9%0.184%
2/17/2026Regal Investment Advisors LLC31,454$430K0.0%N/A0.100%
2/17/2026Royal Bank of Canada9,055$124K0.0%-58.1%0.029%
2/16/2026MML Investors Services LLC49,548$677K0.0%+3.5%0.158%
2/13/2026Kestra Advisory Services LLC3,830$52K0.0%N/A0.012%
2/13/2026CreativeOne Wealth LLC32,047$438K0.0%+23.4%0.102%
2/13/2026Advyzon Investment Management LLC12,083$165K0.0%+12.4%0.039%
2/13/2026Wells Fargo & Company MN462,039$6.31M0.0%-15.9%1.476%
2/12/2026Triumph Capital Management5,295$72K0.0%-89.0%0.017%
2/12/2026Commonwealth Equity Services LLC11,651$159K0.0%-58.0%0.037%
2/12/2026Kovack Advisors Inc.69,322$946K0.0%+282.0%0.221%
2/11/2026Janney Montgomery Scott LLC13,544$185K0.0%-16.4%0.043%
2/11/2026LPL Financial LLC796,679$10.89M0.0%-14.2%2.545%
2/9/2026Endowment Wealth Management Inc.54,829$749K0.3%+4.9%0.175%
2/9/2026Harbour Investments Inc.2,000$27K0.0%+100.0%0.006%
2/6/2026IFP Advisors Inc41,326$565K0.0%+69.0%0.132%
2/6/2026Cullen Frost Bankers Inc.27,246$372K0.0%-23.4%0.087%
2/3/2026Koshinski Asset Management Inc.11,836$162K0.0%-20.5%0.038%
2/2/2026Mission Hills Financial Advisory LLC808,721$11.05M5.8%+8.5%2.599%
1/28/2026Kingswood Wealth Advisors LLC54,766$748K0.0%+2.0%0.175%
1/23/2026Choreo LLC24,436$334K0.0%-43.4%0.078%
1/20/2026Stratos Wealth Partners LTD.11,912$163K0.0%+11.9%0.038%
1/15/2026Brookstone Capital Management19,464$266K0.0%-5.7%0.063%
1/8/2026Gradient Investments LLC549,196$7.50M0.1%+2.1%1.787%
1/1/2026JPMorgan Chase & Co.10,906$148K0.0%-24.7%0.035%
12/23/2025Triumph Capital Management48,004$649K0.2%+14.9%0.156%
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12/2/2025IFP Advisors Inc24,449$331K0.0%+24.6%0.079%
11/17/2025Harvest Investment Services LLC67,678$916K0.2%+5.3%0.219%
11/17/2025Triumph Capital Management48,004$649K0.2%+14.9%0.156%
11/17/2025Bank of America Corp DE696,584$9.43M0.0%+28.2%2.259%
11/14/2025Raymond James Financial Inc.182,262$2.47M0.0%+12.6%0.591%
11/14/2025Equitable Holdings Inc.77,798$1.05M0.0%-9.4%0.252%
11/14/2025Two Sigma Investments LP18,500$250K0.0%N/A0.060%
11/14/2025Comerica Bank8,451$114K0.0%+11.7%0.027%
11/13/2025UBS Group AG106,367$1.44M0.0%-24.1%0.345%
11/13/2025CreativeOne Wealth LLC25,975$351K0.0%+81.3%0.084%
11/12/2025Choreo LLC43,201$585K0.0%-5.5%0.140%
11/10/2025Optiver Holding B.V.1,849$25K0.0%N/A0.006%
11/10/2025Koshinski Asset Management Inc.14,879$201K0.0%-18.3%0.048%
11/10/2025Kovack Advisors Inc.18,145$246K0.0%+50.2%0.059%
11/7/2025Founders Financial Alliance LLC6,409$87K0.0%-14.8%0.021%
11/7/2025JPMorgan Chase & Co.10,906$148K0.0%-24.7%0.035%
11/7/2025PNC Financial Services Group Inc.9,011$122K0.0%-90.3%0.029%
11/6/2025Ameritas Advisory Services LLC2,761$37K0.0%-23.5%0.009%
11/6/2025Endowment Wealth Management Inc.52,252$707K0.3%+27.0%0.169%
11/5/2025Envestnet Asset Management Inc.61,518$832K0.0%+90.5%0.199%
11/4/2025Adell Harriman & Carpenter Inc.10,900$147K0.0%-16.2%0.035%
11/4/2025Mission Hills Financial Advisory LLC745,613$10.09M5.4%+14.9%2.418%
11/4/2025Winnow Wealth LLC28,559$400K0.3%N/A0.093%
10/31/2025Cullen Frost Bankers Inc.35,546$481K0.0%-3.6%0.115%
10/23/2025Kingswood Wealth Advisors LLC53,680$726K0.0%+26.5%0.174%
10/21/2025Global Retirement Partners LLC3,750$51K0.0%+415.8%0.012%
10/15/2025CWM LLC15,583$211K0.0%-46.0%0.051%
10/15/2025Brookstone Capital Management20,641$279K0.0%-32.1%0.067%
10/14/2025Farther Finance Advisors LLC7,899$107K0.0%-22.4%0.026%
10/6/2025Gradient Investments LLC537,666$7.28M0.1%+2.6%1.751%
9/4/2025Osaic Holdings Inc.35,767$496K0.0%-15.0%0.120%
8/19/2025B. Riley Wealth Advisors Inc.24,646$342K0.0%N/A0.083%
8/15/2025Tower Research Capital LLC TRC 24,236$336K0.0%N/A0.081%
8/15/2025WFA of San Diego LLC2,400$33K0.0%N/A0.008%
8/15/2025Bank of America Corp DE543,336$7.54M0.0%-9.4%1.823%
8/14/2025Jane Street Group LLC37,108$515K0.0%N/A0.125%
8/14/2025Raymond James Financial Inc.161,894$2.25M0.0%+229.3%0.543%
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%
8/8/2025Rockefeller Capital Management L.P.35,665$495K0.0%+3.4%0.120%
8/8/2025Cetera Investment Advisers47,041$652K0.0%+39.9%0.158%
8/8/2025Good Life Advisors LLC29,442$408K0.0%+57.6%0.099%
8/5/2025Simplex Trading LLC2,986$41K0.0%N/A0.010%
8/4/2025Adell Harriman & Carpenter Inc.13,000$180K0.0%-18.8%0.044%
8/1/2025Envestnet Asset Management Inc.32,298$448K0.0%+212.3%0.108%
7/30/2025Brookstone Capital Management30,419$422K0.0%-17.2%0.102%
7/30/2025Cullen Frost Bankers Inc.36,861$511K0.0%-3.9%0.124%
7/29/2025Stratos Wealth Partners LTD.10,083$140K0.0%N/A0.034%
7/28/2025Mission Hills Financial Advisory LLC649,190$9.00M5.6%+22.9%2.178%
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7/25/2025Atria Wealth Solutions Inc.54,812$760K0.0%+10.5%0.184%
7/25/2025Endowment Wealth Management Inc.41,152$571K0.3%+13.6%0.138%
7/25/2025CWM LLC28,846$400K0.0%+3.9%0.097%
7/24/2025IFP Advisors Inc19,628$272K0.0%+9.1%0.066%
7/23/2025Kingswood Wealth Advisors LLC42,441$589K0.0%+47.6%0.142%
7/21/2025Ameritas Advisory Services LLC3,611$50K0.0%N/A0.012%
7/17/2025Janney Montgomery Scott LLC16,260$226K0.0%-5.9%0.055%
7/11/2025Farther Finance Advisors LLC10,181$141K0.0%+7.6%0.035%
7/10/2025Oliver Lagore Vanvalin Investment Group2,400$35K0.0%N/A0.008%
7/9/2025Triumph Capital Management41,785$580K0.2%+9.7%0.142%


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 845,836 shares in the last 24 months. This purchase volume represents approximately $11.37M 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.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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