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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $133M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Wells Fargo
2
Wells Fargo
California
$8.68M
3
Bank of America
3
Bank of America
North Carolina
$8.95M
4
GFPC
4
Global Financial Private Capital
Florida
$1.33M
5
UBS Group
5
UBS Group
Switzerland
$6.79M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$3.34M
2
Invesco
2
Invesco
Georgia
$25.9M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5M
4
ASN
4
Advisory Services Network
Georgia
$29K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$511K +$511K +13,631 New
Citadel Advisors
27
Citadel Advisors
Florida
$470K +$205K +5,471 +77%
CA
28
Cetera Advisors
Colorado
$448K +$11.1K +297 +3%
CS
29
Credit Suisse
Switzerland
$390K +$390K +10,408 New
PFS
30
Prospera Financial Services
Texas
$383K +$144K +3,853 +60%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$346K +$65.8K +1,757 +23%
SI
32
SII Investments
Wisconsin
$321K +$321K +8,534 New
M&T Bank
33
M&T Bank
New York
$251K – – –
WP
34
WealthSource Partners
California
$226K -$900 -24 -0.4%
SWP
35
Stratos Wealth Partners
Ohio
$219K +$219K +5,835 New
IA
36
IFP Advisors
Florida
$193K +$9.58K +256 +5%
BCI
37
Brinker Capital Investments
Pennsylvania
$173K +$66.9K +1,783 +63%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$132K +$84.6K +2,263 +178%
SG Americas Securities
39
SG Americas Securities
New York
$109K – – –
NFG
40
Next Financial Group
Texas
$74K -$36.7K -954 -33%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$60K +$4.22K +112 +8%
AIM
42
Anchor Investment Management
South Carolina
$47.7K +$47.7K +1,273 New
SPIA
43
Steward Partners Investment Advisory
New York
$43K +$9.59K +259 +29%
Citigroup
44
Citigroup
New York
$32K +$32K +850 New
ASN
45
Advisory Services Network
Georgia
$29K -$547K -14,613 -95%
PA
46
Parallel Advisors
California
$28K +$7.51K +204 +37%
IWM
47
IHT Wealth Management
Illinois
$22K – – –
FANJ
48
Financial Architects (New Jersey)
New Jersey
$17K +$256 +7 +2%
SWA
49
Sutton Wealth Advisors
Florida
$16K – – –
GRP
50
Global Retirement Partners
California
$16K – – –
1
2
3