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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

60 hedge funds and large institutions have $135M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$29.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.72M
3
AG
3
Advisor Group
Arizona
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$9.36M
5
VF
5
Virtu Financial
New York
$757K

Top Sellers

1
GFPC
1
Global Financial Private Capital
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
RJA
4
Raymond James & Associates
Florida
$1.29M
5
GI
5
Gradient Investments
Minnesota
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Concorde Asset Management
Michigan
$576K +$576K +16,269 New
CA
27
Cetera Advisors
Colorado
$402K -$25.6K -718 -6%
CCA
28
Cobblestone Capital Advisors
New York
$333K +$333K +9,405 New
SI
29
SII Investments
Wisconsin
$329K +$25.8K +725 +8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$266K -$61.5K -1,736 -19%
PA
31
PFG Advisors
Arizona
$265K +$265K +7,493 New
PFS
32
Prospera Financial Services
Texas
$260K -$102K -2,883 -28%
MOS
33
MGO One Seven
Ohio
$240K +$240K +6,786 New
M&T Bank
34
M&T Bank
New York
$237K – – –
CWM
35
Cornerstone Wealth Management
Missouri
$215K +$215K +6,166 New
WP
36
WealthSource Partners
California
$214K +$637 +18 +0.3%
BCI
37
Brinker Capital Investments
Pennsylvania
$195K +$31.4K +884 +19%
SWP
38
Stratos Wealth Partners
Ohio
$176K -$30.7K -866 -15%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$154K +$28.6K +805 +23%
IA
40
IFP Advisors
Florida
$145K -$38.2K -1,075 -21%
CAC
41
Certified Advisory Corp
Florida
$135K +$135K +3,828 New
Citigroup
42
Citigroup
New York
$117K +$86.8K +2,445 +288%
FAAS
43
First Allied Advisory Services
California
$103K +$103K +2,921 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$49K -$7.25K -205 -13%
SPIA
45
Steward Partners Investment Advisory
New York
$47K +$5.91K +167 +14%
AIM
46
Anchor Investment Management
South Carolina
$45.1K – – –
SWM
47
SeaCrest Wealth Management
New York
$29K +$29K +829 New
PA
48
Parallel Advisors
California
$27K +$71 +2 +0.3%
AAM
49
Advisors Asset Management
Colorado
$24K +$24K +677 New
IWM
50
IHT Wealth Management
Illinois
$20K – – –
1
2
3