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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   U.S. Capital Wealth Advisors LLC 226 *New 2024-03-31 131,300 $2,034,000 131,300
   Cetera Investment Advisers 2987 *New 2024-03-31 19,948 $309,000 19,948
   Change Path LLC 730 *New 2024-03-31 18,593 $288,000 18,593
   D E SHAW & CO INC 2563 *New 2024-03-31 15,035 $233,000 15,035
   TRUSTCORE FINANCIAL SERVICES LLC 580 *New 2022-12-31 1,500 $22,000 1,500
   Ahrens Investment Partners LLC 508 *New 2023-03-31 1,067 $16,000 1,067
   Parallel Advisors LLC 2334 *New 2024-03-31 580 $9,000 580

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results