INVESCO KBW HIGH DIVIDEND YI (KBWD) Institutional Ownership Changes & 13F Activity

INVESCO KBW HIGH DIVIDEND YI (KBWD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bnp Paribas Financial Markets, Wells Fargo & Company/Mn, Lpl Financial Llc, Morgan Stanley, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jefferies Financial Group Inc.Buy+45,34445,344$563.17KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-24,633-26.4%68,850$855.12KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+151,759+11.3%1,498,521$18.61MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+80,893+11.1%807,309$10.03MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+38,52138,521$478.43KQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcSell-31,761-3.7%823,136$10.22MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+27,002+14.4%214,547$2.66MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,687+261.5%16,157$201.00KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+3,870+13.8%31,912$396.35KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,666-3.1%51,402$638.44KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+701+1.0%69,181$859.22KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+174+17.7%1,156$14.21KQ2 2026Aug 14, 2026
Bnp Paribas Financial MarketsBuy+318,644+1593.2%338,644$4.21MQ2 2026Aug 13, 2026
Morgan StanleySell-104,263-10.8%857,981$10.66MQ2 2026Aug 13, 2026
Ubs Group AgSell-67,698-71.7%26,656$331.07KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+4,951+16.1%35,642$442.68KQ2 2026Aug 13, 2026
Fmr LlcBuy+733733$9.10KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+94+0.5%19,308$239.81KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+17,48417,484$217.15KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+13,813+24.0%71,412$886.94KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+8,3518,351$103.30KQ2 2026Aug 12, 2026
Simplex Trading, LlcBuy+4,294+483.6%5,182$64.36KQ2 2026Aug 12, 2026
Tower Research Capital Llc (Trc)Sell-15,801-53.2%13,894$172.56KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+167+1.4%12,240$152.03KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+110,535+13.8%908,907$11.29MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+7,120+12.9%62,448$775.61KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Sell-414-24.9%1,249$15.51KQ2 2026Aug 07, 2026
Endowment Wealth Management, Inc.Sell-5,514-9.5%52,469$651.66KQ2 2026Aug 06, 2026
Thrive Capital Management, LlcBuy+6,727+5.5%128,509$1.60MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcSell-1,328-9.4%12,774$159.00KQ2 2026Aug 05, 2026
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Frequently asked questions about KBWD activity

  • Which institutional owners are buying KBWD?

    Institutional owners buying KBWD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in KBWD activity?

    "Buy" means an investor increased their reported position in KBWD compared to the prior reporting period. This reflects growing exposure to INVESCO KBW HIGH DIVIDEND YI (KBWD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in KBWD increasing?

    Institutional interest in KBWD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.