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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

59 hedge funds and large institutions have $102M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.75M
2
Ameriprise
2
Ameriprise
Minnesota
$3.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.02M
4
AG
4
Advisor Group
Arizona
$4.19M
5
AWS
5
AJ Wealth Strategies
New York
$559K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.72M
4
UBS Group
4
UBS Group
Switzerland
$2.96M
5
CCA
5
Clearwater Capital Advisors
Illinois
$765K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$471K +$471K +15,117 New
PSF
27
Pacific Sun Financial
California
$448K +$448K +14,365 New
CA
28
Cetera Advisors
Colorado
$416K +$60.7K +1,928 +17%
CAM
29
Concorde Asset Management
Michigan
$388K -$119K -3,830 -24%
AF
30
Advisornet Financial
Minnesota
$386K +$386K +12,380 New
CCA
31
Cobblestone Capital Advisors
New York
$325K +$31.8K +1,020 +11%
M&T Bank
32
M&T Bank
New York
$266K +$57.5K +1,844 +28%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$260K +$25.8K +826 +11%
PA
34
PFG Advisors
Arizona
$255K +$21.6K +692 +9%
MOS
35
MGO One Seven
Ohio
$212K – – –
BCI
36
Brinker Capital Investments
Pennsylvania
$205K +$33.8K +1,085 +20%
CWM
37
Cornerstone Wealth Management
Missouri
$204K +$14K +454 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$198K -$332K -10,701 -63%
SWP
39
Stratos Wealth Partners
Ohio
$179K +$24K +769 +15%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$156K +$20.4K +653 +15%
IA
41
IFP Advisors
Florida
$145K – – –
CAC
42
Certified Advisory Corp
Florida
$120K +$562 +18 +0.5%
Citigroup
43
Citigroup
New York
$105K +$2.03K +65 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$67K +$24K +772 +56%
AIM
45
Anchor Investment Management
South Carolina
$39.7K – – –
SWM
46
SeaCrest Wealth Management
New York
$26K – – –
AAM
47
Advisors Asset Management
Colorado
$21K – – –
ASN
48
Advisory Services Network
Georgia
$21K +$11.8K +385 +128%
IWM
49
IHT Wealth Management
Illinois
$18K – – –
FANJ
50
Financial Architects (New Jersey)
New Jersey
$15K +$310 +10 +2%
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