Who Owns KBWD?
Invesco KBW High Dividend Yield Financial ETF — Institutional Ownership & 13F Holdings
$12.37
+0.05 (+0.41%)
Market Cap
$434.3M
Shares Outstanding
34,181,058
Institutional Holders
70
Total Inst. Value
$74.6M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
15
Closed Positions
15
Increased
27
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $15.0M | 1,037,770 |
| 2 | MORGAN STANLEY | $13.4M | 930,633 |
| 3 | BANK OF AMERICA CORP /DE/ | $8.7M | 599,876 |
| 4 | Mission Hills Financial Advisory, LLCNew | $7.6M | 528,023 |
| 5 | Gradient Investments LLC | $7.0M | 483,636 |
| 6 | TrueMark Investments, LLCNew | $4.0M | 280,134 |
| 7 | UBS Group AG | $2.0M | 136,509 |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.5M | 106,372 |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3M | 93,300 |
| 10 | U.S. Capital Wealth Advisors, LLC | $1.2M | 84,150 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +25K | $15.0M |
| BANK OF AMERICA CORP /DE/ | +158K | $8.7M |
| Mission Hills Financial Advisory, LLCNew | +528K | $7.6M |
| Gradient Investments LLC | +31K | $7.0M |
| TrueMark Investments, LLCNew | +280K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -200K | $19K |
| Cambridge Investment Research Advisors, Inc. | -13K | $1.5M |
| CHOREO, LLC | -13K | $835K |
| Brookstone Capital Management | -10K | $531K |
| CULLEN/FROST BANKERS, INC. | -8K | $554K |
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Frequently Asked Questions
How many institutional investors hold KBWD?
As of Q1 2025, 70 institutional investors report holding KBWD (Invesco KBW High Dividend Yield Financial ETF) in their 13F filings.
Which hedge fund owns the most KBWD?
The largest institutional holder of KBWD is WELLS FARGO & COMPANY/MN with $15.0M in shares.
Are institutions buying or selling KBWD?
This quarter, 15 institutions opened new positions in KBWD and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.