§ EQUITY
USDKBWD
INVESCO KBW HIGH DIVIDEND YI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
34 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Wells Fargo & Company | 1.3M | n/a | +191% |
| Morgan Stanley | 962K | 0.0% | n/a |
| Mission Hills Financial Advisory, LLC | 855K | 5.5% | +6% |
| LPL Financial LLC | 798K | 0.0% | +0% |
| Bank of America Corp | 726K | 0.0% | +3% |
| Gradient Investments LLC | 625K | 0.1% | +14% |
◇ AC INTELLIGENCE
Top institutional owners for KBWD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.1% · 53 holders
DEALER / BANK44.5% · 11 holders
TACTICAL / MACRO1.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for KBWD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention KBWD yet.