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

Invesco KBW High Dividend Yield Financial ETF logo
$12.84 +0.06 (+0.47%)
As of 12:51 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)
43
Total
Institutional Inflows
(last 12 months)
$17.27M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.17M
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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
5/13/2026Cetera Investment Advisers57,599$722K0.0%+10.4%0.172%
5/6/2026 Independent Financial Group LLC29,742$373K0.0%N/A0.089%
5/1/2026 Fifth 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%
2/16/2026 MML Investors Services LLC49,548$677K0.0%+3.5%0.158%
2/13/2026 Kestra Advisory Services LLC3,830$52K0.0%N/A0.012%
2/13/2026CreativeOne Wealth LLC32,047$438K0.0%+23.4%0.102%
2/13/2026 Advyzon Investment Management LLC12,083$165K0.0%+12.4%0.039%
2/13/2026 Wells Fargo & Company MN462,039$6.31M0.0%-15.9%1.476%
2/12/2026Triumph Capital Management5,295$72K0.0%-89.0%0.017%
2/12/2026 Commonwealth Equity Services LLC11,651$159K0.0%-58.0%0.037%
2/12/2026Kovack Advisors Inc.69,322$946K0.0%+282.0%0.221%
2/11/2026 Janney Montgomery Scott LLC13,544$185K0.0%-16.4%0.043%
2/11/2026 LPL Financial LLC796,679$10.89M0.0%-14.2%2.545%
2/9/2026 Endowment Wealth Management Inc.54,829$749K0.3%+4.9%0.175%
2/9/2026Harbour Investments Inc.2,000$27K0.0%+100.0%0.006%
2/6/2026 IFP Advisors Inc41,326$565K0.0%+69.0%0.132%
2/6/2026 Cullen Frost Bankers Inc.27,246$372K0.0%-23.4%0.087%
2/3/2026 Koshinski Asset Management Inc.11,836$162K0.0%-20.5%0.038%
2/2/2026 Mission Hills Financial Advisory LLC808,721$11.05M5.8%+8.5%2.599%
1/28/2026 Kingswood Wealth Advisors LLC54,766$748K0.0%+2.0%0.175%
1/23/2026Choreo LLC24,436$334K0.0%-43.4%0.078%
1/20/2026 Stratos Wealth Partners LTD.11,912$163K0.0%+11.9%0.038%
1/15/2026 Brookstone Capital Management19,464$266K0.0%-5.7%0.063%
1/8/2026 Gradient 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%
12/2/2025 IFP 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%
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11/14/2025Two Sigma Investments LP18,500$250K0.0%N/A0.060%
11/14/2025Comerica Bank8,451$114K0.0%+11.7%0.027%
11/13/2025 UBS 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%
11/10/2025 Koshinski Asset Management Inc.14,879$201K0.0%-18.3%0.048%
11/10/2025Kovack Advisors Inc.18,145$246K0.0%+50.2%0.059%
11/7/2025 Founders Financial Alliance LLC6,409$87K0.0%-14.8%0.021%
11/7/2025JPMorgan Chase & Co.10,906$148K0.0%-24.7%0.035%
11/7/2025 PNC Financial Services Group Inc.9,011$122K0.0%-90.3%0.029%
11/6/2025 Ameritas Advisory Services LLC2,761$37K0.0%-23.5%0.009%
11/6/2025 Endowment Wealth Management Inc.52,252$707K0.3%+27.0%0.169%
11/5/2025 Envestnet Asset Management Inc.61,518$832K0.0%+90.5%0.199%
11/4/2025 Adell Harriman & Carpenter Inc.10,900$147K0.0%-16.2%0.035%
11/4/2025 Mission Hills Financial Advisory LLC745,613$10.09M5.4%+14.9%2.418%
11/4/2025Winnow Wealth LLC28,559$400K0.3%N/A0.093%
10/31/2025 Cullen Frost Bankers Inc.35,546$481K0.0%-3.6%0.115%
10/23/2025 Kingswood 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%
10/15/2025 Brookstone Capital Management20,641$279K0.0%-32.1%0.067%
10/14/2025 Farther Finance Advisors LLC7,899$107K0.0%-22.4%0.026%
10/6/2025 Gradient Investments LLC537,666$7.28M0.1%+2.6%1.751%
9/4/2025Osaic Holdings Inc.35,767$496K0.0%-15.0%0.120%
8/19/2025 B. 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%
8/15/2025 WFA 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%
8/14/2025 Jane 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%
8/4/2025 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%
7/25/2025Atria 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%
7/25/2025CWM 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%
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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%
7/10/2025Oliver Lagore Vanvalin Investment Group2,400$35K0.0%N/A0.008%
7/9/2025Triumph Capital Management41,785$580K0.2%+9.7%0.142%
7/8/2025 Gradient Investments LLC523,842$7.27M0.1%+8.3%1.785%
5/22/2025Mattson 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%


KBWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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 ($9.43M), Gradient Investments LLC ($7.50M), 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 59 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), Gradient Investments LLC ($184.93K), Bank of America Corp DE ($153.25K), and LPL Financial LLC ($114.30K).

Institutional investors have bought a total of 1,263,536 shares in the last 24 months. This purchase volume represents approximately $17.27M in transactions.

Of the 24 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), Bank of America Corp DE ($56.54K), Equitable Holdings Inc. ($53.19K), Triumph Capital Management ($42.71K), and UBS Group AG ($33.80K).

Institutional investors have sold a total of 671,271 shares in the last 24 months. This volume of shares sold represents approximately $9.17M in transactions.


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This page (NASDAQ:KBWD) was last updated on 5/14/2026 by MarketBeat.com Staff.
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