Invesco Kbw High Dividend Yi
$12.51+0.1%
+$6.9M
Net Activity
+6.80% total shares
Institutions Holding
62
Popularity Rank
#5624
Avg Weight
0.10%
Total Value
$94.7M
62 institutions currently hold KBWD, with 34 net buyers and 33 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
33
Net Buying Institutions
34
Top 5 by Value
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Across its top 20 institutional holders, KBWD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 27/100).
KBWD ranks #5624 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
62 institutions disclose a position in KBWD, but none treat it as a major bet — even Mission Hills Financial Advisory, LLC, its most concentrated holder, allocates just 4.5% of its own portfolio to it.
Wells Fargo & Company/mn has added to its KBWD position for two straight quarters, increasing it by $12.3M to reach $18.6M today.
UBS Group AG has trimmed its KBWD position for two straight quarters, cutting it by $973.6K while still holding $331.1K.
KBWD is up 0.1% today, and institutions have been net buyers of $6.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$12.3M
Total Buy Value
$6.8M
Total Sell Value
34
Net Buyers
33
Net Sellers
KBWD
Q2 2026
Top 5 Institutional Movers
+$1.7M
-$1.4M
+$1.3M
-$1.0M
KBWD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138E610
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access KBWD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/KBWDCLI
npx alphasmo stocks get KBWD