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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Morgan Stanley, Equitable Holdings, Inc., Citadel Advisors Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +884,723 | +191.5% | 1,346,762 | $16.89M | Q1 2026 | Jul 08, 2026 |
| Winnow Wealth Llc | Buy | +3,352 | +11.5% | 32,490 | $407.43K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +533 | — | 533 | $6.68K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +18,508 | +2.6% | 726,416 | $9.11M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +105,412 | +12.3% | 962,244 | $12.07M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +60,796 | +186.0% | 93,483 | $1.28M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +22,562 | — | 22,562 | $282.93K | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Buy | +12,596 | — | 12,596 | $157.95K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -5,330 | -15.2% | 29,695 | $372.38K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -4,585 | -8.0% | 53,068 | $665.49K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -4,585 | -50.6% | 4,470 | $56.00K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,583 | — | 1,583 | $19.85K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -1,356 | -4.2% | 30,691 | $384.87K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +500 | +25.0% | 2,500 | $31.35K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -268 | -90.2% | 29 | $364.00 | Q1 2026 | May 15, 2026 |
| Img Wealth Management, Inc. | Buy | +213 | +14.7% | 1,663 | $20.85K | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, Llc | Buy | +152 | +0.2% | 68,480 | $858.74K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -20,555 | -9.9% | 187,545 | $2.35M | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors Llc | Sell | -3,412 | -10.8% | 28,042 | $351.65K | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +888 | — | 888 | $11.13K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +672 | +4.3% | 16,221 | $203.41K | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -584 | -99.0% | 6 | $76.00 | Q1 2026 | May 14, 2026 |
| Stance Capital Llc | Buy | +536 | — | 536 | $6.72K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +89 | +0.5% | 19,214 | $240.95K | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | Sell | -19,748 | -28.5% | 49,574 | $619.84K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +5,408 | +10.4% | 57,599 | $722.29K | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Sell | -2,643 | -49.9% | 2,652 | $33.26K | Q1 2026 | May 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +20,000 | — | 20,000 | $250.80K | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +10,631 | — | 10,631 | $133.31K | Q1 2026 | May 12, 2026 |
| Oakmont Advisory Group, Llc | Sell | -1,312 | -9.4% | 12,678 | $158.98K | Q1 2026 | May 12, 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.