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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $71.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.16M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.39M
4
LPL Financial
4
LPL Financial
California
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AG
2
Advisor Group
Arizona
$1.92M
3
AWM
3
AE Wealth Management
Kansas
$1.17M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$568K +$48.4K +1,611 +9%
WS
27
Wedbush Securities
California
$454K +$55.8K +1,855 +14%
Stifel Financial
28
Stifel Financial
Missouri
$378K +$122K +4,050 +47%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$347K +$63.2K +2,105 +22%
PSF
30
Pacific Sun Financial
California
$331K +$331K +11,020 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$324K -$82.6K -2,746 -20%
CWM
32
Cornerstone Wealth Management
Missouri
$300K -$23.2K -775 -7%
PPW
33
Pasadena Private Wealth
California
$297K +$297K +9,870 New
BCI
34
Brinker Capital Investments
Pennsylvania
$256K -$2.32K -77 -0.9%
CCA
35
Clearwater Capital Advisors
Illinois
$252K -$75.8K -2,522 -23%
CAM
36
Concorde Asset Management
Michigan
$251K – – –
RIA
37
Regal Investment Advisors
Michigan
$235K -$301K -10,037 -56%
RJA
38
Raymond James & Associates
Florida
$235K +$1.14K +38 +0.5%
CA
39
Cetera Advisors
Colorado
$224K -$115K -3,768 -34%
PA
40
PFG Advisors
Arizona
$218K -$162K -5,487 -43%
MOS
41
MGO One Seven
Ohio
$203K – – –
APA
42
American Portfolios Advisors
New York
$126K +$3.46K +115 +3%
CAC
43
Certified Advisory Corp
Florida
$118K +$451 +15 +0.4%
ASN
44
Advisory Services Network
Georgia
$82K +$13.1K +435 +19%
GWM
45
Geneos Wealth Management
Colorado
$66K +$9.84K +330 +18%
Citigroup
46
Citigroup
New York
$62K +$34K +1,131 +122%
PB
47
Pinnacle Bancorp
Nebraska
$58K – – –
CFA
48
Camarda Financial Advisors
Florida
$58K +$58K +1,919 New
NFG
49
Next Financial Group
Texas
$45K +$45K +1,513 New
AIM
50
Anchor Investment Management
South Carolina
$43.8K – – –
1
2
3