Who Owns Invesco KBW High Dividend Yield Financial ETF (KBWD)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.105000075040005e+212T
% of Float Held
—
QoQ Change in Holders
+8 / -3
Price History
KBWD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Mission Hills Financial Advisory, LLC | New Position | +809K | +$11.1B |
| BANK OF AMERICA CORP /DE/ | Increased | +11K | +$8.0B |
| TWO SIGMA INVESTMENTS, LP | Increased | +219K | +$2.7B |
| Thrive Capital Management, LLC | New Position | +144K | +$2.0B |
| Endowment Wealth Management, Inc. | New Position | +55K | +$749.0M |
| KINGSWOOD WEALTH ADVISORS, LLC | New Position | +55K | +$748.0M |
| Kovack Advisors, Inc. | Increased | +51K | +$700.5M |
| Regal Investment Advisors LLC | New Position | +31K | +$429.0M |
| WINNOW WEALTH LLC | New Position | +29K | +$407.0M |
| B. Riley Wealth Advisors, Inc. | New Position | +25K | +$335.0M |
| Gradient Investments LLC | Increased | +12K | +$229.4M |
| Advyzon Investment Management, LLC | Increased | +1K | +$19.5M |
| IMG Wealth Management, Inc. | New Position | +1K | +$19.0M |
| Stratos Wealth Partners, LTD. | Increased | +1K | +$18.0M |
| Farther Finance Advisors, LLC | Increased | +228 | +$4.1M |
KBWD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -132K | -$12.6B |
| WELLS FARGO & COMPANY/MN | Decreased | -87K | -$2.4B |
| Equitable Holdings, Inc. | Decreased | -45K | -$1.1B |
| Cetera Investment Advisers | Decreased | -7K | -$805.8M |
| CHOREO, LLC | Decreased | -19K | -$584.2M |
| Triumph Capital Management | Decreased | -43K | -$577.5M |
| Rockefeller Capital Management L.P. | Decreased | -17K | -$488.9M |
| ROYAL BANK OF CANADA | Decreased | -13K | -$292.0M |
| Brookstone Capital Management | Decreased | -1K | -$279.0M |
| JPMORGAN CHASE & CO | Decreased | -9K | -$147.0M |
| UBS Group AG | Decreased | -11K | -$135.1M |
| Koshinski Asset Management, Inc. | Decreased | -3K | -$40.3M |
| Optiver Holding B.V. | Closed Position | -2K | -$25.0M |
| Advisory Services Network, LLC | Closed Position | -2K | -$21.4M |
| Allworth Financial LP | Closed Position | -1K | -$15.5M |
Top Institutional Holders(Q4 2025)
KBWD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 64 | $43.4B | +14 |
| Q3 2025 | 50 | $39.3B | -24 |
| Q2 2025 | 74 | $62.2B | +4 |
| Q1 2025 | 70 | $87.8B | +0 |
| Q4 2024 | 70 | $3.5T | +17 |
| Q3 2024 | 53 | $15.1T | +0 |
| Q2 2024 | 53 | $3.7T | +6 |
| Q1 2024 | 47 | $2.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold KBWD (Invesco KBW High Dividend Yield Financial ETF). The largest holder is Mission Hills Financial Advisory, LLC with $11.1B in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own KBWD?
As of Q4 2025, 50 institutional investors report holding KBWD (Invesco KBW High Dividend Yield Financial ETF) in their 13F filings.
Who is the largest institutional holder of KBWD?
The largest institutional holder of KBWD is Mission Hills Financial Advisory, LLC with $11.1B in shares.
Is institutional ownership of KBWD increasing or decreasing?
This quarter, 8 institutions opened new positions in KBWD and 3 closed their positions.