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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $109M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.56M
2
LPL Financial
2
LPL Financial
California
$7.35M
3
MWM
3
Merriman Wealth Management
Washington
$1.4M
4
OAM
4
Occidental Asset Management
California
$1.28M
5
UBS Group
5
UBS Group
Switzerland
$4.42M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Bank of America
2
Bank of America
North Carolina
$6.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GI
5
Gradient Investments
Minnesota
$8.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$636K -$267K -7,904 -30%
RIA
27
Regal Investment Advisors
Michigan
$590K +$144K +4,250 +32%
WS
28
Wedbush Securities
California
$587K +$587K +17,325 New
BTS
29
BB&T Securities
Virginia
$553K +$53K +1,567 +11%
TRCT
30
Tower Research Capital (TRC)
New York
$509K +$501K +14,777 +6,288%
CCA
31
Cobblestone Capital Advisors
New York
$469K +$141K +4,155 +43%
PA
32
PFG Advisors
Arizona
$442K +$71.4K +2,284 +19%
PAG
33
Private Advisory Group
Washington
$436K +$436K +13,709 New
AWS
34
AJ Wealth Strategies
New York
$419K -$232K -6,861 -36%
CA
35
Cetera Advisors
Colorado
$393K -$10.3K -305 -3%
AIP
36
Ahrens Investment Partners
Louisiana
$356K +$356K +10,500 New
Goldman Sachs
37
Goldman Sachs
New York
$327K +$1.86K +55 +0.6%
BCI
38
Brinker Capital Investments
Pennsylvania
$298K +$72.1K +2,130 +32%
CAM
39
Concorde Asset Management
Michigan
$296K -$19.6K -600 -6%
M&T Bank
40
M&T Bank
New York
$289K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$242K +$41.1K +1,212 +20%
MOS
42
MGO One Seven
Ohio
$229K +$229K +6,786 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$226K -$439K -12,954 -66%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$216K – – –
UCFA
45
United Capital Financial Advisors
Texas
$205K +$205K +6,041 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$202K +$812 +24 +0.4%
SWP
47
Stratos Wealth Partners
Ohio
$172K -$22.4K -663 -12%
CAC
48
Certified Advisory Corp
Florida
$131K +$540 +16 +0.4%
APA
49
American Portfolios Advisors
New York
$74.2K +$74.2K +2,191 New
GWM
50
Geneos Wealth Management
Colorado
$63K +$46.1K +1,380 +274%
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