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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | Buy | +45,344 | — | 45,344 | $563.17K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -24,633 | -26.4% | 68,850 | $855.12K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +151,759 | +11.3% | 1,498,521 | $18.61M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +80,893 | +11.1% | 807,309 | $10.03M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +38,521 | — | 38,521 | $478.43K | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Sell | -31,761 | -3.7% | 823,136 | $10.22M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +27,002 | +14.4% | 214,547 | $2.66M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +11,687 | +261.5% | 16,157 | $201.00K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +3,870 | +13.8% | 31,912 | $396.35K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,666 | -3.1% | 51,402 | $638.44K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +701 | +1.0% | 69,181 | $859.22K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +174 | +17.7% | 1,156 | $14.21K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +318,644 | +1593.2% | 338,644 | $4.21M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -104,263 | -10.8% | 857,981 | $10.66M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -67,698 | -71.7% | 26,656 | $331.07K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +4,951 | +16.1% | 35,642 | $442.68K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +733 | — | 733 | $9.10K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +94 | +0.5% | 19,308 | $239.81K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +17,484 | — | 17,484 | $217.15K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +13,813 | +24.0% | 71,412 | $886.94K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +8,351 | — | 8,351 | $103.30K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +4,294 | +483.6% | 5,182 | $64.36K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -15,801 | -53.2% | 13,894 | $172.56K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +167 | +1.4% | 12,240 | $152.03K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +110,535 | +13.8% | 908,907 | $11.29M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +7,120 | +12.9% | 62,448 | $775.61K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Sell | -414 | -24.9% | 1,249 | $15.51K | Q2 2026 | Aug 07, 2026 |
| Endowment Wealth Management, Inc. | Sell | -5,514 | -9.5% | 52,469 | $651.66K | Q2 2026 | Aug 06, 2026 |
| Thrive Capital Management, Llc | Buy | +6,727 | +5.5% | 128,509 | $1.60M | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -1,328 | -9.4% | 12,774 | $159.00K | Q2 2026 | Aug 05, 2026 |
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.