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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $86.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$3.4M
2
BRWM
2
B. Riley Wealth Management
Tennessee
$2.44M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.49M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.26M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$36K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AG
4
Advisor Group
Arizona
$1.08M
5
AF
5
Advisornet Financial
Minnesota
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$794K – – –
1W
27
1776 Wealth
Georgia
$793K +$793K +25,435 New
WS
28
Wedbush Securities
California
$761K +$64.6K +2,070 +9%
RJT
29
Raymond James Trust
Florida
$717K +$272K +8,710 +61%
Citadel Advisors
30
Citadel Advisors
Florida
$592K -$618K -19,799 -51%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$585K +$238K +7,631 +69%
TRCT
32
Tower Research Capital (TRC)
New York
$530K -$445K -14,250 -46%
AWCI
33
Alpine Woods Capital Investors
New York
$499K -$156K -5,000 -24%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$499K -$98.5K -3,158 -16%
CAN
35
Cetera Advisor Networks
California
$484K -$229K -7,395 -32%
Stifel Financial
36
Stifel Financial
Missouri
$466K -$5.69K -182 -1%
PBF
37
Petix & Botte Financial
California
$438K +$438K +14,094 New
SIC
38
Samalin Investment Counsel
New York
$321K +$321K +10,292 New
PPW
39
Pasadena Private Wealth
California
$309K -$842 -27 -0.3%
MFG
40
Merit Financial Group
Georgia
$287K +$287K +9,204 New
Jane Street
41
Jane Street
New York
$270K +$270K +8,660 New
PSF
42
Pacific Sun Financial
California
$242K -$63.1K -2,020 -21%
BCI
43
Brinker Capital Investments
Pennsylvania
$221K -$18.5K -591 -8%
N
44
Natixis
France
$215K +$18K +583 +9%
MOS
45
MGO One Seven
Ohio
$211K – – –
RIA
46
Regal Investment Advisors
Michigan
$211K +$211K +6,753 New
AWA
47
Arkadios Wealth Advisors
Georgia
$188K +$188K +6,000 New
ASN
48
Advisory Services Network
Georgia
$181K +$96K +3,084 +113%
AF
49
Advisornet Financial
Minnesota
$131K -$683K -21,892 -84%
APA
50
American Portfolios Advisors
New York
$131K – – –
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