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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $68.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$970K
2
WP
2
WealthSource Partners
California
$1.24M
3
SWP
3
Stratos Wealth Partners
Ohio
$787K
4
PPW
4
Parcion Private Wealth
Washington
$639K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.57M

Top Sellers

1
SCM
1
Sterneck Capital Management
Missouri
$233K
2
FTUS
2
Flow Traders U.S.
New York
$557K
3
Bank of America
3
Bank of America
North Carolina
$4.01M
4
UBS Group
4
UBS Group
Switzerland
$1.04M
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Alta Wealth Advisors
Massachusetts
$537K -$9.38K -365 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$488K +$62.7K +2,441 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$474K +$19.5K +759 +4%
N
29
Natixis
France
$432K +$9.15K +356 +2%
FAN
30
Financial Advisors Network
California
$413K -$204K -7,950 -33%
SIC
31
Samalin Investment Counsel
New York
$389K +$12.2K +475 +3%
KWM
32
Kingsview Wealth Management
Oregon
$326K +$326K +12,703 New
IWM
33
IHT Wealth Management
Illinois
$320K +$320K +12,442 New
AAS
34
Avantax Advisory Services
Texas
$293K +$7.64K +298 +3%
ASN
35
Advisory Services Network
Georgia
$284K -$24.5K -955 -8%
SIAG
36
Safeguard Investment Advisory Group
California
$283K +$1.72K +67 +0.6%
SCM
37
Sterneck Capital Management
Missouri
$233K -$2.64M -102,866 -92%
PA
38
PFG Advisors
Arizona
$227K -$6.94K -270 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$226K -$1.86K -72 -0.8%
SEP
40
Southland Equity Partners
Missouri
$223K +$223K +8,688 New
KAS
41
Kestra Advisory Services
Texas
$210K -$117K -4,573 -36%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$204K -$93.2K -3,639 -31%
SWM
43
Spire Wealth Management
Virginia
$161K +$256 +10 +0.2%
FFWM
44
Future Financial Wealth Management
Ohio
$124K +$124K +4,796 New
AF
45
Advisornet Financial
Minnesota
$121K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$113K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$41K -$70.5K -2,750 -63%
EWA
48
EverSource Wealth Advisors
Alabama
$39K +$39K +1,538 New
APA
49
American Portfolios Advisors
New York
$36.5K – – –
GWM
50
Geneos Wealth Management
Colorado
$32K – – –
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