Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / KBW HIG DV YLD
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
3,598,377
-
Shares change
-
+459,057
-
Total reported value, excl. options
-
$70,595,202
-
Value change
-
+$9,494,478
-
Number of buys
-
28
-
Number of sells
-
-23
-
Price
-
$19.61
Significant Holders of INVESCO EXCH TRADED FD TR II - KBW HIG DV YLD (KBWD) as of Q1 2021
69 filings reported holding KBWD - INVESCO EXCH TRADED FD TR II - KBW HIG DV YLD as of Q1 2021.
INVESCO EXCH TRADED FD TR II - KBW HIG DV YLD (KBWD) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,598,377 shares
.
Largest 10 shareholders include MORGAN STANLEY (722,762 shares), LPL Financial LLC (385,306 shares), BANK OF AMERICA CORP /DE/ (332,145 shares), WELLS FARGO & COMPANY/MN (298,458 shares), ADVISOR GROUP HOLDINGS, INC. (207,557 shares), The PNC Financial Services Group, Inc. (174,844 shares), BDO Wealth Advisors, LLC (174,253 shares), MML INVESTORS SERVICES, LLC (134,760 shares), CENTAURUS FINANCIAL, INC. (112,767 shares), and UBS Group AG (96,979 shares).
This table shows the top 61 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.