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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 19 closing their positions.

Holders
56
Holders Change
-19
Holders Change %
-25.33%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
25
Reduced
11
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.18M
2
1W
2
1776 Wealth
Georgia
$1.28M
3
HT
3
HAP Trading
New York
$559K
4
TC
4
TAP Consulting
Missouri
$2.54M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$918K

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$255K -$56K -3,378 -18%
Stifel Financial
27
Stifel Financial
Missouri
$243K -$4.87K -293 -2%
TRCT
28
Tower Research Capital (TRC)
New York
$220K -$61K -3,683 -22%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$146K +$113K +6,826 +349%
AWA
30
Arkadios Wealth Advisors
Georgia
$99.4K – – –
AF
31
Advisornet Financial
Minnesota
$70K – – –
ASN
32
Advisory Services Network
Georgia
$49K -$48.2K -2,882 -50%
AIC
33
Ameritas Investment Company
Nebraska
$49K -$8.43K -512 -15%
Citigroup
34
Citigroup
New York
$36K -$10.3K -612 -22%
PB
35
Pinnacle Bancorp
Nebraska
$32K – – –
AIM
36
Anchor Investment Management
South Carolina
$25.5K – – –
APA
37
American Portfolios Advisors
New York
$23.5K -$45.9K -2,768 -66%
GWM
38
Geneos Wealth Management
Colorado
$21K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$18K +$118 +7 +0.7%
NFG
41
Next Financial Group
Texas
$16K -$3.48K -216 -18%
GI
42
Gradient Investments
Minnesota
$16K -$3.35K -198 -17%
HFS
43
HBC Financial Services
Washington
$11K – – –
CAAS
44
Capital Asset Advisory Services
Michigan
$11K +$75 +5 +0.7%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$9K +$179 +11 +2%
US Bancorp
46
US Bancorp
Minnesota
$7K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$5K – – –
GRP
48
Global Retirement Partners
California
$5K – – –
VCP
49
Verus Capital Partners
Arizona
$4K – – –
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.53K +95 +62%
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