Who Owns Invesco KBW High Dividend Yield Financial ETF (KBWD)?Hedge Fund & Institutional Holders

$12.71+0.18 (+1.43%)Financial ServicesNASDAQ

Institutional Holders

70

as of QNaN NaN

Total Institutional Value

$87.8T

% of Float Held

QoQ Change in Holders

+70 / -0

Price History

$12.37$13.22$14.06$14.91$15.76Aug 24Jun 25Mar 26

KBWD — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
WELLS FARGO & COMPANY/MNNew1.0M$15.0T3.41%
MORGAN STANLEYNew931K$13.4T0.96%
LPL Financial LLCNew856K$12.4T4.81%
BANK OF AMERICA CORP /DE/New600K$8.7T0.70%
Mission Hills Financial Advisory, LLCNew528K$7.6T5.30%
Gradient Investments LLCNew484K$7.0T0.14%
TrueMark Investments, LLCNew280K$4.0T1.06%
TWO SIGMA INVESTMENTS, LPNew253K$3.7T7.82%
UBS Group AGNew137K$2.0T0.36%
COMMONWEALTH EQUITY SERVICES, LLCNew130K$1.9T2.66%
PNC FINANCIAL SERVICES GROUP, INC.New93K$1.3T0.71%
Equitable Holdings, Inc.New64K$931.4B8.84%
CHOREO, LLCNew58K$835.1B12.96%
RAYMOND JAMES FINANCIAL INCNew49K$710.5B0.27%
OSAIC HOLDINGS, INC.New42K$607.8B1.35%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1WELLS FARGO & COMPANY/MN1,037,770$15.0T3.41%New
2MORGAN STANLEY930,633$13.4T0.96%New
3LPL Financial LLC855,688$12.4T4.81%New
4BANK OF AMERICA CORP /DE/599,876$8.7T0.70%New
5Mission Hills Financial Advisory, LLC528,023$7.6T5.30%New
6Gradient Investments LLC483,636$7.0T0.14%New
7TrueMark Investments, LLC280,134$4.0T1.06%New
8TWO SIGMA INVESTMENTS, LP253,300$3.7T7.82%New
9UBS Group AG136,509$2.0T0.36%New
10COMMONWEALTH EQUITY SERVICES, LLC130,218$1.9T2.66%New
11PNC FINANCIAL SERVICES GROUP, INC.93,300$1.3T0.71%New
12Equitable Holdings, Inc.64,459$931.4B8.84%New
13CHOREO, LLC57,794$835.1B12.96%New
14RAYMOND JAMES FINANCIAL INC49,169$710.5B0.27%New
15OSAIC HOLDINGS, INC.42,061$607.8B1.35%New
16CULLEN/FROST BANKERS, INC.38,348$554.1B7.76%New
17Triumph Capital Management38,100$550.5B0.18%New
18Brookstone Capital Management36,735$530.8B7.61%New
19Endowment Wealth Management, Inc.36,215$523.3B0.34%New
20Rockefeller Capital Management L.P.34,498$498.5B1.23%New
21Cetera Investment Advisers33,636$486.0B0.94%New
22CreativeOne Wealth, LLC29,009$419.2B0.01%New
23KINGSWOOD WEALTH ADVISORS, LLC28,746$415.4B0.02%New
24GeoWealth Management, LLC28,464$411.3B0.02%New
25MML INVESTORS SERVICES, LLC27,466$397.0B1.32%New
26Koshinski Asset Management, Inc.18,269$264.0B0.02%New
27IFP Advisors, Inc17,995$260.0B0.01%New
28ROYAL BANK OF CANADA17,142$248.0B0.05%New
29JONES FINANCIAL COMPANIES LLLP12,156$219.5B0.20%New
30AVANTAX ADVISORY SERVICES, INC.13,783$199.2B1.21%New
31Kovack Advisors, Inc.12,080$174.6B0.02%New
32MGO ONE SEVEN LLC10,716$154.8B0.01%New
33Advyzon Investment Management, LLC10,496$151.7B0.05%New
34ENVESTNET ASSET MANAGEMENT INC10,342$149.4B0.05%New
35&PARTNERS10,120$145.9B1.55%New
36Farther Finance Advisors, LLC9,463$137.2B0.00%New
37COMERICA BANK8,988$129.9B0.55%New
38CITADEL ADVISORS LLC8,516$123.1B0.02%New
39Founders Financial Alliance, LLC7,520$108.7B0.03%New
40MPWM ADVISORY SOLUTIONS, LLC5,600$80.9B0.06%New
41Mattson Financial Services, LLC5,110$73.8B0.02%New
42CoreCap Advisors, LLC4,500$65.0B0.00%New
43ORG Partners LLC4,409$63.7B0.02%New
44OLIVER LAGORE VANVALIN INVESTMENT GROUP2,400$35.2B0.01%New
45Rossby Financial, LCC1,631$22.0B0.01%New
46BlackRock, Inc.1,325$19.1B0.00%New
47AE Wealth Management LLC1,315$19.0B0.16%New
48IMG Wealth Management, Inc.1,203$17.4B0.02%New
49CITIGROUP INC800$11.6B0.01%New
50NewEdge Advisors, LLC747$10.8B0.06%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 70 institutional investors hold KBWD (Invesco KBW High Dividend Yield Financial ETF). The largest holder is WELLS FARGO & COMPANY/MN with $15.0T in shares. This quarter, 70 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own KBWD?

As of QNaN NaN, 70 institutional investors report holding KBWD (Invesco KBW High Dividend Yield Financial ETF) in their 13F filings.

Who is the largest institutional holder of KBWD?

The largest institutional holder of KBWD is WELLS FARGO & COMPANY/MN with $15.0T in shares.

Is institutional ownership of KBWD increasing or decreasing?

This quarter, 70 institutions opened new positions in KBWD and 0 closed their positions.