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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

46 hedge funds and large institutions have $101M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$9.25M
2
Wells Fargo
2
Wells Fargo
California
$4.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.93M
4
RJA
4
Raymond James & Associates
Florida
$2.01M
5
UBS Group
5
UBS Group
Switzerland
$5.06M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$8.12M
2
CCA
2
Clearwater Capital Advisors
Illinois
$4.74M
3
PAG
3
Private Advisory Group
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.08M
5
AG
5
Advisor Group
Arizona
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$373K +$373K +9,886 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$332K +$186K +4,934 +127%
M&T Bank
28
M&T Bank
New York
$252K +$252K +6,689 New
WP
29
WealthSource Partners
California
$228K -$3.4K -90 -1%
IA
30
IFP Advisors
Florida
$184K +$1.1K +29 +0.6%
SG Americas Securities
31
SG Americas Securities
New York
$109K – – –
BCI
32
Brinker Capital Investments
Pennsylvania
$81K +$44.1K +1,164 +120%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$79K -$3.01K -80 -4%
Creative Planning
34
Creative Planning
Kansas
$72K +$47.2K +1,250 +191%
NFG
35
Next Financial Group
Texas
$57K -$3.08K -82 -5%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$35K +$35K +936 New
SPIA
37
Steward Partners Investment Advisory
New York
$32K +$32K +875 New
DADC
38
D.A. Davidson & Co
Montana
$30K +$24.4K +650 +433%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$17K +$264 +7 +2%
SWA
40
Sutton Wealth Advisors
Florida
$16.1K – – –
GRP
41
Global Retirement Partners
California
$16K – – –
AIP
42
Ameritas Investment Partners
Nebraska
$16K – – –
PA
43
Parallel Advisors
California
$10K +$10K +254 New
SAM
44
Shamrock Asset Management
Texas
$8K +$117 +3 +1%
AC
45
Alexandria Capital
Virginia
$4K – – –
PAG
46
Private Advisory Group
Washington
– -$314K -8,325 Closed
1
2