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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

38 hedge funds and large institutions have $87.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7M
2
AHC
2
Adell Harriman & Carpenter
Texas
$4.77M
3
RJA
3
Raymond James & Associates
Florida
$877K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.75M
5
Wells Fargo
5
Wells Fargo
California
$1.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.31M
2
UCFA
2
United Capital Financial Advisors
Texas
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$109K +$109K +2,894 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$82K -$12.1K -322 -13%
NFG
28
Next Financial Group
Texas
$60K +$25.1K +669 +72%
BCI
29
Brinker Capital Investments
Pennsylvania
$37K +$37K +973 New
Creative Planning
30
Creative Planning
Kansas
$25K – – –
FANJ
31
Financial Architects (New Jersey)
New Jersey
$17K +$5.1K +133 +43%
SWA
32
Sutton Wealth Advisors
Florida
$16.1K – – –
AIP
33
Ameritas Investment Partners
Nebraska
$16K – – –
GRP
34
Global Retirement Partners
California
$16K +$16K +428 New
SAM
35
Shamrock Asset Management
Texas
$8K +$8K +203 New
DADC
36
D.A. Davidson & Co
Montana
$5K +$5K +150 New
AC
37
Alexandria Capital
Virginia
$4K – – –
UCFA
38
United Capital Financial Advisors
Texas
– -$24.4M -679,152 Closed
NCM
39
Niemann Capital Management
Nevada
– -$16M -446,889 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$884K -24,640 Closed
BRWA
41
B. Riley Wealth Advisors
Florida
– -$522K -14,525 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$347K -9,675 Closed
SL
43
Summitry LLC
California
– -$225K -6,286 Closed
M&T Bank
44
M&T Bank
New York
– -$204K -5,686 Closed
HPBT
45
High Point Bank & Trust
North Carolina
– -$113K -3,160 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$28K -774 Closed
CWM
47
Concert Wealth Management
California
– -$27K -738 Closed
ACM
48
Argentus Capital Management
Texas
– -$11K -305 Closed
US Bancorp
49
US Bancorp
Minnesota
– -$4K -120 Closed
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