KBWY icon

Invesco KBW Premium Yield Equity REIT ETF

52 hedge funds and large institutions have $113M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$360K -$8.19K -220 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$331K -$464K -12,459 -58%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$279K +$279K +7,482 New
Citadel Advisors
29
Citadel Advisors
Florida
$263K +$263K +7,064 New
M&T Bank
30
M&T Bank
New York
$249K
PFS
31
Prospera Financial Services
Texas
$237K +$237K +6,370 New
WP
32
WealthSource Partners
California
$225K +$186 +5 +0.1%
IA
33
IFP Advisors
Florida
$183K +$1.16K +31 +0.6%
SG Americas Securities
34
SG Americas Securities
New York
$108K
NFG
35
Next Financial Group
Texas
$107K +$50.6K +1,363 +90%
BCI
36
Brinker Capital Investments
Pennsylvania
$105K +$25.7K +693 +32%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$55K -$23.2K -624 -30%
Creative Planning
38
Creative Planning
Kansas
$54K -$16.6K -449 -24%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$47K +$12.3K +332 +35%
SPIA
40
Steward Partners Investment Advisory
New York
$33K +$988 +27 +3%
DADC
41
D.A. Davidson & Co
Montana
$29K
PA
42
Parallel Advisors
California
$21K +$11.4K +303 +119%
NA
43
NewEdge Advisors
Louisiana
$19K +$19K +523 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$17K +$297 +8 +2%
GRP
45
Global Retirement Partners
California
$16K
AIP
46
Ameritas Investment Partners
Nebraska
$16K
SWA
47
Sutton Wealth Advisors
Florida
$15.9K
SAM
48
Shamrock Asset Management
Texas
$8K +$152 +4 +2%
BWA
49
Burt Wealth Advisors
Maryland
$5K +$5K +150 New
AC
50
Alexandria Capital
Virginia
$4K