Who owns KBWD?
Institutional ownership of Invesco KBW High Dividend Yield Financial ETF from Form 13F, Q2 2026
60 institutional managers reported holding Invesco KBW High Dividend Yield Financial ETF (KBWD) in Form 13F filings for Q2 2026, with 7,667,419 shares worth $95.2M. The largest reported holder was Wells Fargo & Company. Managers that filed both quarters added a net 628,625 shares (+8.9%). 9 opened new positions and 14 sold out.
- Funds holding
- 60
- Value held
- $95.2M
- New / sold out
- 9 / 14
- Net shares, same filers
- +8.9%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of KBWD
Share of 13F holdings is each fund's shares as a share of the 7,667,419 KBWD shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- BNP Paribas Financial Markets Added+$4.0M
- Wells Fargo & Company Added+$1.9M
- LPL Financial LLC Added+$1.4M
- Cambridge Investment Research Advisors, Inc. Added+$1.3M
- Bank of America Corp Added+$1.0M
- Jefferies Financial Group Inc. New+$563K
- D. E. Shaw & Co., Inc. New+$478K
- Simplicity Wealth,LLC New+$345K
- Raymond James Financial Inc Added+$335K
- Winnacle Wealth LLC Added+$234K
Biggest sellers in Q2 2026
- Morgan Stanley Trimmed-$1.3M
- UBS Group AG Trimmed-$841K
- Mission Hills Financial Advisory, LLC Trimmed-$394K
- Waterloo Capital, L.P. Sold out-$348K
- Kingswood Wealth Advisors, LLC Trimmed-$314K
- Equitable Holdings, Inc. Trimmed-$306K
- Citadel Advisors LLC Sold out-$283K
- Tower Research Capital LLC (TRC) Trimmed-$196K
- Choreo, LLC Trimmed-$178K
- Two Sigma Securities, LLC Sold out-$158K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $12.9M and sold $5.1M; 24 added and 19 trimmed.
Questions about KBWD ownership
- Who owns KBWD stock?
- 60 institutional investment managers reported KBWD positions in their Form 13F filings for Q2 2026, holding 7,667,419 shares worth $95.2M in total. Wells Fargo & Company reported the largest position.
- Are funds buying or selling KBWD?
- In Q2 2026, 9 managers opened new KBWD positions, 24 added, 19 trimmed and 14 sold out. Managers that filed in both quarters added a net 628,625 shares.
- How current is this KBWD institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to KBWD by CUSIP. Options are left out. KBWD news and filings · KBWD insider trades · Top funds