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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
Ameriprise
3
Ameriprise
Minnesota
$2.17M
4
SIC
4
Samalin Investment Counsel
New York
$257K
5
PA
5
PFG Advisors
Arizona
$202K

Top Sellers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$0
2
Invesco
2
Invesco
Georgia
$5.01M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.59M
5
AAS
5
Avantax Advisory Services
Texas
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$224K -$82.4K -3,974 -27%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$223K -$250K -12,081 -53%
PA
28
PFG Advisors
Arizona
$202K +$202K +9,731 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$151K -$22.7K -1,091 -13%
Wells Fargo
30
Wells Fargo
California
$146K -$517K -25,024 -78%
AF
31
Advisornet Financial
Minnesota
$97K – – –
CIAS
32
Capital Investment Advisory Services
North Carolina
$91K +$41.6K +2,017 +84%
Citigroup
33
Citigroup
New York
$44K -$27.2K -1,303 -38%
GWM
34
Geneos Wealth Management
Colorado
$29K – – –
APA
35
American Portfolios Advisors
New York
$23.4K – – –
PB
36
Pinnacle Bancorp
Nebraska
$22K – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
CFD
38
Creative Financial Designs
Indiana
$20K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$17K – – –
HFS
40
HBC Financial Services
Washington
$15K – – –
NFG
41
Next Financial Group
Texas
$15K – – –
CAAS
42
Capital Asset Advisory Services
Michigan
$12K – – –
SMG
43
Spectrum Management Group
Indiana
$11K +$11K +550 New
RG
44
Retirement Group
California
$10K -$6.73K -350 -40%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
CFA
46
Carroll Financial Associates
North Carolina
$9K +$9K +456 New
AIP
47
Ameritas Investment Partners
Nebraska
$8K – – –
GRP
48
Global Retirement Partners
California
$6K – – –
GI
49
Gradient Investments
Minnesota
$5K – – –
AssetMark Inc
50
AssetMark Inc
California
$4K +$4K +196 New
1
2
3