Invesco Kbw High Dividend Yi
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Invesco Kbw High Dividend Yi (KBWD), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Kbw High Dividend Yi (KBWD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Kbw High Dividend Yi (KBWD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Kbw High Dividend Yi (KBWD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Aryn Sands@Mission Hills Financial Advisory, Llc
| 5.2% | $6.694M 456,337 shares@ 14.68 avg price | Increased 12.85% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $685,179 46,706 shares@ 14.68 avg price | Decreased -9.86% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $494,000 33,649 shares@ 14.69 avg price | Increased 12.52% |
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.03% | $298,923 20,376 shares@ 14.68 avg price | Decreased -4.17% |
Stephanie West@Org Partners Llc
| 0.01% | $64,680 4,409 shares@ 14.67 avg price | |
Michael Schremser@Tsfg, Llc
| 0.01% | $18,000 1,200 shares@ 15.0 avg price |