Free Trial

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

→ World’s biggest multibillionaire investor is buying THIS by the ton [picture] (From Stansberry Research) (Ad)
Free KBWD Stock Alerts
$15.19
-0.10 (-0.65%)
(As of 04/25/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipRatingsShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$56.63M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.13M
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
4/25/2024 Cambridge Investment Research Advisors Inc.97,524$1.51M0.0%+6.9%0.399%
4/23/2024 Gradient Investments LLC333,160$5.16M0.1%+15.6%1.362%
4/15/2024 Brookstone Capital Management65,804$1.02M0.0%-7.6%0.269%
3/22/2024PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
2/26/2024Centaurus Financial Inc.19,404$308K0.0%-60.0%0.080%
2/14/2024Waterloo Capital L.P.78,655$1.25M0.2%N/A0.326%
2/9/2024Founders Financial Alliance LLC4,835$77K0.0%+45.4%0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.91,207$1.45M0.0%-10.7%0.378%
2/9/2024PNC Financial Services Group Inc.165,744$2.63M0.0%+281.6%0.687%
2/8/2024Eudaimonia Partners LLC40,261$639K0.2%+5.8%0.167%
2/8/2024Janney Montgomery Scott LLC35,218$559K0.0%+10.5%0.146%
2/7/2024Avantax Advisory Services Inc.17,989$285K0.0%-10.6%0.075%
2/7/2024Endowment Wealth Management Inc.29,952$475K0.4%-17.7%0.124%
2/6/2024Cullen Frost Bankers Inc.112,417$1.78M0.0%-5.2%0.466%
2/5/2024Kestra Private Wealth Services LLC13,240$210K0.0%-65.8%0.055%
2/5/2024Choreo LLC72,376$1.15M0.0%N/A0.300%
2/2/2024Atria Wealth Solutions Inc.41,844$664K0.0%-30.4%0.174%
2/1/2024Eudaimonia Advisors LLC28,939$459K0.3%-20.6%0.121%
2/1/2024 CWM LLC73,323$1.16M0.0%+3.0%0.305%
1/29/2024Koshinski Asset Management Inc.34,932$554K0.1%+27.8%0.145%
1/24/2024Highlander Capital Management LLC4,220$67K0.0%+119.8%0.018%
1/24/2024 International Assets Investment Management LLC16,469$261K0.0%N/A0.069%
1/18/2024 Gradient Investments LLC288,227$4.57M0.1%+7.3%1.207%
1/12/2024 Advisor Resource Council20,025$318K0.0%N/A0.084%
1/11/2024 Brookstone Capital Management71,182$1.13M0.0%-13.0%0.298%
11/13/2023Jaffetilchin Investment Partners LLC22,210$337K0.0%-13.3%0.093%
11/13/2023LPL Financial LLC478,909$7.28M0.0%-4.8%2.016%
11/13/2023PNC Financial Services Group Inc.43,430$660K0.0%-8.4%0.183%
11/9/2023UBS Group AG151,222$2.30M0.0%+0.8%0.636%
11/8/2023Atria Wealth Solutions Inc.60,148$914K0.0%-4.2%0.253%
11/8/2023Avantax Advisory Services Inc.20,114$306K0.0%-13.4%0.085%
11/3/2023ORG Partners LLC4,409$67K0.0%N/A0.019%
11/3/2023Private Advisor Group LLC40,495$615K0.0%-4.0%0.170%
11/2/2023Cullen Frost Bankers Inc.118,525$1.80M0.0%-2.8%0.499%
10/31/2023Endowment Wealth Management Inc.36,381$553K0.5%-6.6%0.153%
10/27/2023 Gradient Investments LLC268,685$4.08M0.1%-1.8%1.130%
10/24/2023Eudaimonia Partners LLC38,038$578K0.1%+66.8%0.160%
10/24/2023Eudaimonia Advisors LLC36,462$554K0.4%+81.8%0.153%
10/24/2023 Raymond James Financial Services Advisors Inc.22,220$338K0.0%-4.6%0.093%
10/24/2023 Raymond James & Associates38,811$590K0.0%-2.4%0.163%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
10/24/2023 Cambridge Investment Research Advisors Inc.102,158$1.55M0.0%-22.0%0.430%
10/23/2023Commonwealth Equity Services LLC52,143$792K0.0%+11.5%0.219%
10/20/2023 Brookstone Capital Management81,825$1.14M0.0%-28.6%0.344%
10/18/2023Koshinski Asset Management Inc.27,344$415K0.0%-8.8%0.115%
10/13/2023PFG Advisors18,617$283K0.0%-11.0%0.078%
10/12/2023IFP Advisors Inc8,104$123K0.0%+47.6%0.034%
10/11/2023AE Wealth Management LLC104,176$1.58M0.0%+219.8%0.435%
10/11/2023 CWM LLC71,210$1.08M0.0%+1.7%0.298%
10/10/2023 Strategies Wealth Advisors LLC110,144$1.67M0.3%+1.0%0.460%
8/17/2023Imprint Wealth LLC37,508$3.75M0.2%N/A0.157%
8/11/2023Harvest Investment Services LLC65,869$1.03M0.6%-3.6%0.276%
8/11/2023PNC Financial Services Group Inc.47,417$741K0.0%+301.5%0.199%
8/10/2023WFA of San Diego LLC5,175$81K0.1%N/A0.022%
8/10/2023Private Advisor Group LLC42,178$687K0.0%N/A0.177%
8/9/2023Center for Financial Planning Inc.4,847$76K0.0%N/A0.020%
8/8/2023Kestra Private Wealth Services LLC38,498$602K0.0%N/A0.161%
8/4/2023Cullen Frost Bankers Inc.121,919$1.91M0.0%-10.4%0.511%
8/4/2023IFP Advisors Inc5,491$128K0.0%+34.7%0.023%
8/3/2023Atria Wealth Solutions Inc.62,758$981K0.0%+12.1%0.263%
8/3/2023 CWM LLC70,001$1.09M0.0%+2.7%0.294%
8/1/2023RFP Financial Group LLC2,655$41K0.0%N/A0.011%
8/1/2023Truist Financial Corp14,638$229K0.0%+5.5%0.061%
8/1/2023BDO Wealth Advisors LLC85,453$1.34M0.2%-4.1%0.358%
7/31/2023LPL Financial LLC503,293$7.87M0.0%+13.4%2.110%
7/28/2023Koshinski Asset Management Inc.29,987$469K0.1%-41.4%0.126%
7/26/2023Janney Montgomery Scott LLC32,064$501K0.0%-7.3%0.135%
7/24/2023Bank Julius Baer & Co. Ltd Zurich2,454$38K0.0%N/A0.010%
7/20/2023Bank Julius Baer & Co. Ltd Zurich2,453,953$38.36M0.0%N/A10.311%
7/20/2023PFG Advisors20,923$327K0.0%+11.1%0.088%
7/19/2023Eudaimonia Partners LLC22,798$356K0.1%-14.4%0.096%
7/19/2023Eudaimonia Advisors LLC20,052$313K0.2%+16.9%0.084%
7/13/2023 Cambridge Investment Research Advisors Inc.130,906$2.05M0.0%+4.0%0.553%
7/12/2023 Strategies Wealth Advisors LLC109,027$1.70M0.3%+3.3%0.460%
7/11/2023 Brookstone Capital Management114,521$1.77M0.0%-6.8%0.483%
7/11/2023 Gradient Investments LLC273,669$4.28M0.1%+6.0%1.155%
7/10/2023AE Wealth Management LLC32,574$509K0.0%N/A0.138%
6/27/2023 Strategies Wealth Advisors LLC105,537$1.56M0.3%+2.8%0.444%
5/11/2023 Cambridge Investment Research Advisors Inc.125,921$1.86M0.0%+22.0%0.530%
5/10/2023Endowment Wealth Management Inc.36,995$546K0.5%+29.9%0.156%
5/10/2023LPL Financial LLC443,998$6.55M0.0%+2.0%1.869%
5/9/2023BDO Wealth Advisors LLC89,113$1.31M0.2%-21.2%0.375%
5/9/2023Tower Research Capital LLC TRC15,772$233K0.0%-74.1%0.066%
5/8/2023 Tempus Wealth Planning LLC11,159$165K0.1%N/A0.047%
5/5/2023Truist Financial Corp13,880$205K0.0%-13.1%0.058%
5/5/2023Cullen Frost Bankers Inc.136,059$2.01M0.0%-8.6%0.573%
5/1/2023Arete Wealth Advisors LLC11,865$175.01B0.0%N/A0.050%
4/28/2023Avantax Advisory Services Inc.21,344$315K0.0%-6.2%0.091%
4/28/2023Ameritas Advisory Services LLC4,467$66K0.0%N/A0.019%
4/28/2023Janney Montgomery Scott LLC34,573$510K0.0%+17.0%0.148%
4/25/2023Eudaimonia Partners LLC26,620$393K0.1%N/A0.114%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
4/25/2023Eudaimonia Advisors LLC17,147$253K0.2%N/A0.073%
4/21/2023PFG Advisors18,833$278K0.0%+5.3%0.080%
4/21/2023 Kovack Advisors Inc.12,480$184K0.0%N/A0.053%
4/19/2023 Brookstone Capital Management122,858$1.84M0.0%-14.7%0.525%
4/17/2023 Gradient Investments LLC258,209$3.81M0.1%-54.2%1.103%
4/14/2023 Raymond James & Associates39,329$580K0.0%-2.9%0.168%
4/12/2023Koshinski Asset Management Inc.51,177$755K0.1%-2.3%0.218%
2/13/2023Atria Wealth Solutions Inc.56,005$832K0.0%+30.1%0.242%
2/10/2023Beacon Harbor Wealth Advisors Inc.12,000$178K0.1%N/A0.052%
2/10/2023Advisor Group Holdings Inc.352,114$5.23M0.0%+0.6%1.523%
(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, 67 institutional investors and hedge funds held shares of Invesco KBW High Dividend Yield Financial ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.01B), HighTower Advisors LLC ($14.81M), LPL Financial LLC ($7.28M), Advisor Group Holdings Inc. ($5.23M), Gradient Investments LLC ($5.16M), ODonnell Financial Services LLC ($4.45M), and Imprint Wealth LLC ($3.75M).Learn more on KBWD's institutional investors.

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

Of the 55 institutional investors that purchased Invesco KBW High Dividend Yield Financial ETF 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), Gradient Investments LLC ($643.98K), PNC Financial Services Group Inc. ($280.23K), ODonnell Financial Services LLC ($118.12K), AE Wealth Management LLC ($104.18K), Waterloo Capital L.P. ($78.66K), and Choreo LLC ($72.38K).

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

Institutional investors have bought a total of 4,615,285 shares in the last 24 months. This purchase volume represents approximately $91.97M in transactions.

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

Of the 35 institutional investors that sold Invesco KBW High Dividend Yield Financial ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($310.82K), LPL Financial LLC ($188.30K), Brookstone Capital Management ($174.44K), Raymond James Financial Services Advisors Inc. ($107.50K), Raymond James & Associates ($100.89K), UBS Group AG ($70.69K), and Cambridge Investment Research Advisors Inc. ($67.08K).

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

Institutional investors have sold a total of 1,488,930 shares in the last 24 months. This volume of shares sold represents approximately $40.61M in transactions.


Related Companies:
This page (NASDAQ:KBWD) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
He Is Giving Away Bitcoin
Crypto Swap Profits
Fed launches fourth dollar overhaul
Stansberry Research
The AI stock to buy right now
StockEarnings
The only accurate crypto trading system I know …
Weiss Ratings