KBWD

Invesco Kbw High Dividend Yi

+$6.3M

Net Activity

Institutions Holding

64

Popularity Rank

#5421

Avg Weight

0.11%

Total Value

$89.3M

Ownership Trend

64 institutions currently hold KBWD, with 34 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

34

Key Holders

Key Holders

Top 5 by Value

WF
Wells Fargo & Company/mn
$16.9M
MS
Morgan Stanley
$12.1M
MH
Mission Hills Financial Advisory, LLC
$10.7M
LF
LPL Financial LLC
$10.0M
BO
Bank Of America CORP /de/
$9.1M

Top 5 by Conviction

MH
Mission Hills Financial Advisory, LLC
5.49%
TC
Thrive Capital Management, LLC
0.33%
EW
Endowment Wealth Management, Inc.
0.32%
WW
Winnow Wealth LLC
0.31%
HI
Harvest Investment Services, LLC
0.16%
View all 64 holding institutions

Quarterly Activity

Recent Activity

+$95.1M

Total Buy Value

$17.0M

Total Sell Value

New buy8
Trim18
Add26
Sold out8

34

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO KBW HIGH DIVIDEND YI (KBWD)?
Major stakeholders currently include Wells Fargo & Company/mn ($16.9M), Morgan Stanley ($12.1M), Mission Hills Financial Advisory, LLC ($10.7M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in KBWD.
What is the overall institutional sentiment toward KBWD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $6.3M, driven by 34 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their KBWD positions?
In the latest period, 18 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $17.0M.
Are there any notable investors adding KBWD to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 26 existing holders added to their shares. The total reported buy value for the quarter amounted to $95.1M.

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