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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

68 hedge funds and large institutions have $114M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.2M
2
Bank of America
2
Bank of America
North Carolina
$10.1M
3
VWM
3
Venturi Wealth Management
Texas
$493K
4
AF
4
Advisornet Financial
Minnesota
$891K
5
AG
5
Advisor Group
Arizona
$5.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$22.7M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.01M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15K
4
Jane Street
4
Jane Street
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$527K -$12.4K -347 -2%
VWM
27
Venturi Wealth Management
Texas
$493K +$493K +14,225 New
PSF
28
Pacific Sun Financial
California
$475K -$29.9K -850 -6%
RIA
29
Regal Investment Advisors
Michigan
$471K -$112K -3,123 -19%
CA
30
Cetera Advisors
Colorado
$428K -$47.6K -1,324 -10%
PA
31
PFG Advisors
Arizona
$424K +$131K +3,669 +45%
CCA
32
Cobblestone Capital Advisors
New York
$347K -$25.6K -715 -7%
CAM
33
Concorde Asset Management
Michigan
$344K -$99.9K -2,800 -23%
Goldman Sachs
34
Goldman Sachs
New York
$343K +$343K +9,599 New
M&T Bank
35
M&T Bank
New York
$305K – – –
BCI
36
Brinker Capital Investments
Pennsylvania
$238K +$3.18K +89 +1%
VF
37
Virtu Financial
New York
$236K +$236K +6,599 New
ERIM
38
Eagle Ridge Investment Management
Connecticut
$228K +$228K +6,370 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$213K +$213K +5,947 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$212K -$16K -447 -7%
SWP
41
Stratos Wealth Partners
Ohio
$205K +$250 +7 +0.1%
WP
42
WealthSource Partners
California
$205K +$205K +5,724 New
CAC
43
Certified Advisory Corp
Florida
$138K +$643 +18 +0.5%
IA
44
IFP Advisors
Florida
$126K -$20K -559 -14%
Citigroup
45
Citigroup
New York
$110K -$10.6K -295 -9%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$71K -$5.88K -165 -8%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$64K -$114K -3,196 -64%
IAS
48
IMA Advisory Services
Colorado
$56K +$56K +1,557 New
RCA
49
Rowland Carmichael Advisors
Arizona
$50K +$50K +1,400 New
AIM
50
Anchor Investment Management
South Carolina
$45.5K – – –
1
2
3