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Get Institutions for : 
Invesco KBW High Dividend Yld Fincl ETF (KBWD)  
$15.31 0.15 (0.99%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
 4,179,645  
% of shares held : 
 24.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -178,009  
% of shares held change : 
   -1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.80  
Last Quarter's Ending Price : 
 $15.86  
Last Quarter's Average Price : 
 $14.71  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (4.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 232,563
 5.56%
 
Increased Positions :
23
 327,903
 7.85%
 
Unchanged Positions :
16
 162,211
 3.88%
 
Decreased Positions :
22
-628,485
-15.04%
 
Closed Positions :
11
-109,990
-2.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1977 - 2024-03-31 314,515 $4,872,000 -2,469
   CULLEN FROST BANKERS INC 264 - 2024-03-31 104,449 $1,618,000 -7,968
   BDO Wealth Advisors LLC 116 - 2023-06-30 85,453 $1,336,000 -3,660
   Advisor Group Holdings Inc. 2269 - 2024-03-31 68,385 $1,059,000 -9,722
   RSM US WEALTH MANAGEMENT LLC 266 - 2024-03-31 67,749 $1,049,000 -4,627
   Waterloo Capital L.P. 142 - 2024-03-31 66,883 $1,036,000 -11,772
   Harvest Investment Services LLC 68 - 2024-03-31 65,948 $1,022,000 -72
   Brookstone Capital Management 484 - 2024-03-31 65,804 $1,019,000 -5,378
   Equitable Holdings Inc. 661 - 2024-03-31 53,465 $828,000 -3,417
   RAYMOND JAMES & ASSOCIATES 2919 - 2024-03-31 38,452 $596,000 -720
   MML INVESTORS SERVICES LLC 1714 - 2024-03-31 37,525 $581,000 -2,131
   JANNEY MONTGOMERY SCOTT LLC 1947 - 2024-03-31 33,952 $526,000 -1,266
   Koshinski Asset Management Inc. 424 - 2024-03-31 20,040 $310,000 -14,892
   ROYAL BANK OF CANADA 3848 - 2024-03-31 18,740 $290,000 -841
   H D Vest Advisory Services 1389 - 2024-03-31 16,532 $256,000 -1,457
   MARINER WEALTH ADVISORS, LLC 2581 - 2024-03-31 16,257 $252,000 -117
   CENTAURUS FINANCIAL INC. 558 - 2024-03-31 16,206 $251,000 -3,198
   CITADEL ADVISORS LLC 4426 - 2024-03-31 15,130 $234,000 -14,455
   JAFFETILCHIN INVESTMENT PARTNERS LLC 333 - 2024-03-31 14,463 $224,000 -7,864
   Goss Wealth Management LLC 1776 - 2024-03-31 14,350 $222,000 -148
   J P MORGAN CHASE & CO 4230 - 2024-03-31 12,205 $189,000 -29,526
   COMERICA BANK 2361 - 2024-03-31 10,988 $170,000 -1,000
   WFA of San Diego LLC 141 - 2023-09-30 4,825 $73,000 -350
   TOWER RESEARCH CAPITAL LLC 2201 - 2024-03-31 3,607 $56,000 -10,491
   US BANCORP 2651 - 2024-03-31 3,340 $52,000 -703
   MGB Wealth Management LLC 252 - 2024-03-31 450 $7,000 -100
   PRINCIPAL SECURITIES INC. 2558 - 2024-03-31 310 $5,000 -34
   Russell Investments Group Ltd. 2865 - 2024-03-31 310 $5,000 -34
   Geneos Wealth Management Inc. 1774 - 2024-03-31 272 $4,000 -536
  29 Records found
  1    
  Page 1 of 1
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