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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $73.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
24
Closed
14
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
+$451K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.88M
3
ACM
3
Anfield Capital Management
California
$2.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
Jane Street
5
Jane Street
New York
$795K

Top Sellers

1
CP
1
Castleview Partners
Texas
$63K
2
TC
2
TAP Consulting
Missouri
$6.39M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$432K +$46.5K +1,827 +12%
Legacy Financial Group (Iowa)
27
Legacy Financial Group (Iowa)
Iowa
$428K +$428K +16,795 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$413K -$56.8K -2,230 -12%
RJA
29
Raymond James & Associates
Florida
$389K -$178K -6,983 -31%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$348K +$125K +4,900 +56%
CF
31
Centaurus Financial
California
$333K -$321K -12,610 -49%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$322K -$162K -6,353 -33%
IWM
33
IHT Wealth Management
Illinois
$291K -$25.6K -1,007 -8%
AAS
34
Avantax Advisory Services
Texas
$285K -$7.84K -306 -3%
ASN
35
Advisory Services Network
Georgia
$277K -$4.71K -185 -2%
SIAG
36
Safeguard Investment Advisory Group
California
$271K -$10.6K -415 -4%
FAN
37
Financial Advisors Network
California
$268K -$143K -5,600 -35%
PA
38
PFG Advisors
Arizona
$251K +$25.6K +1,004 +11%
PBF
39
Petix & Botte Financial
California
$247K +$247K +9,712 New
Renaissance Technologies
40
Renaissance Technologies
New York
$242K +$242K +9,500 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$226K +$22.8K +895 +11%
EH
42
Equitable Holdings
New York
$204K +$204K +8,000 New
SWM
43
Spire Wealth Management
Virginia
$160K +$254 +10 +0.2%
EWA
44
EverSource Wealth Advisors
Alabama
$104K +$64.9K +2,555 +166%
FFWM
45
Future Financial Wealth Management
Ohio
$84K -$38.1K -1,496 -31%
CP
46
Castleview Partners
Texas
$63K -$1.34M -53,042 -95%
CIAS
47
Capital Investment Advisory Services
North Carolina
$61K -$51.5K -2,017 -46%
William Blair & Company
48
William Blair & Company
Illinois
$33K +$33K +1,276 New
GWM
49
Geneos Wealth Management
Colorado
$32K – – –
DHGWA
50
Dixon Hughes Goodman Wealth Advisors
North Carolina
$28K +$154 +6 +0.6%
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