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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

33 hedge funds and large institutions have $19.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$3.04M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.43M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$621K
4
Jane Street
4
Jane Street
New York
$557K
5
VKH
5
Virtu KCG Holdings
New York
$395K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$843K
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
LPL Financial
3
LPL Financial
California
$827K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$270K
5
MFS
5
MSI Financial Services
Massachusetts
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$22K +$22K +724 New
FBT
27
Founders Bank & Trust
Michigan
$17K -$1.56K -50 -8%
MFS
28
MSI Financial Services
Massachusetts
$7K -$54K -1,651 -89%
US Bancorp
29
US Bancorp
Minnesota
$4K – – –
GGPS
30
Gary Goldberg Planning Services
New York
$4K +$4K +125 New
AC
31
Alexandria Capital
Virginia
$3K – – –
Invesco
32
Invesco
Georgia
$3K +$3K +95 New
Creative Planning
33
Creative Planning
Kansas
$2K -$5.75K -230 -74%
1
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