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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $41.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Sterneck Capital Management
Missouri
$1.42M
2
TC
2
TAP Consulting
Missouri
$5.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.31M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.08M
5
Invesco
5
Invesco
Georgia
$5.24M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$802K
2
AHC
2
Adell Harriman & Carpenter
Texas
$603K
3
CS
3
Credit Suisse
Switzerland
$0
4
WS
4
Wedbush Securities
California
$0
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$240K -$9.05K -516 -4%
BF
27
BOK Financial
Oklahoma
$220K +$220K +12,583 New
WP
28
WealthShield Partners
North Carolina
$191K +$184K +10,493 +2,504%
CAN
29
Claraphi Advisory Network
United States
$189K +$189K +10,765 New
AWCI
30
Alpine Woods Capital Investors
New York
$175K -$105K -6,000 -38%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$146K -$58.1K -3,324 -28%
AF
32
Advisornet Financial
Minnesota
$82K +$8.72K +500 +12%
Citigroup
33
Citigroup
New York
$60K +$5.51K +313 +10%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$46K +$46K +2,635 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$42K +$42K +2,390 New
AIM
36
Anchor Investment Management
South Carolina
$25.5K – – –
US Bancorp
37
US Bancorp
Minnesota
$25K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
GWM
39
Geneos Wealth Management
Colorado
$21K – – –
APA
40
American Portfolios Advisors
New York
$19.8K -$5.1K -291 -21%
PB
41
Pinnacle Bancorp
Nebraska
$19K – – –
CFD
42
Creative Financial Designs
Indiana
$17K +$17K +971 New
RG
43
Retirement Group
California
$15K – – –
HFS
44
HBC Financial Services
Washington
$14K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$14K – – –
NFG
46
Next Financial Group
Texas
$12K +$12K +703 New
CAAS
47
Capital Asset Advisory Services
Michigan
$10K -$2K -118 -17%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$8K +$3.73K +217 +87%
AIP
49
Ameritas Investment Partners
Nebraska
$7K – – –
GI
50
Gradient Investments
Minnesota
$5K – – –
1
2
3