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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

63 hedge funds and large institutions have $60.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
20
Closed
14
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$3K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.77M
2
SWA
2
Strategies Wealth Advisors
Michigan
$2.86M
3
UCFA
3
United Capital Financial Advisors
Texas
$612K
4
Bank of America
4
Bank of America
North Carolina
$4.4M
5
BIM
5
Bullseye Investment Management
Ohio
$553K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.16M
2
Ameriprise
2
Ameriprise
Minnesota
$1.62M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
N
4
Natixis
France
$0
5
CF
5
Centaurus Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$467K -$1.13K -51 -0.2%
AWA
27
Alta Wealth Advisors
Massachusetts
$463K – – –
BCI
28
Brinker Capital Investments
Pennsylvania
$367K -$171K -7,741 -32%
Citadel Advisors
29
Citadel Advisors
Florida
$362K +$362K +16,386 New
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$326K -$45.1K -2,041 -12%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$320K +$18.5K +837 +6%
IWM
32
IHT Wealth Management
Illinois
$285K +$32.8K +1,488 +13%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$271K -$87.3K -3,952 -24%
SIAG
34
Safeguard Investment Advisory Group
California
$271K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$255K -$24.1K -1,093 -9%
ASN
36
Advisory Services Network
Georgia
$238K -$1.65K -75 -0.7%
FAN
37
Financial Advisors Network
California
$232K – – –
PA
38
PFG Advisors
Arizona
$217K -$420 -19 -0.2%
SWM
39
Spire Wealth Management
Virginia
$139K +$286 +13 +0.2%
EWA
40
EverSource Wealth Advisors
Alabama
$90K – – –
CIAS
41
Capital Investment Advisory Services
North Carolina
$88K +$35.3K +1,604 +67%
CP
42
Castleview Partners
Texas
$41.1K – – –
CA
43
CoreCap Advisors
Michigan
$36K +$36K +1,624 New
GWM
44
Geneos Wealth Management
Colorado
$28K – – –
William Blair & Company
45
William Blair & Company
Illinois
$28K – – –
RG
46
Retirement Group
California
$20K -$9.2K -150 -32%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
HFS
48
HBC Financial Services
Washington
$18K – – –
CFD
49
Creative Financial Designs
Indiana
$18K +$899 +40 +5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.4K +200 +67%
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