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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

61 hedge funds and large institutions have $49.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
25
Closed
10
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
-$78K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$1.91M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.23M
4
WP
4
WealthSource Partners
California
$1.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$715K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.11M
2
Wells Fargo
2
Wells Fargo
California
$1.42M
3
Jane Street
3
Jane Street
New York
$246K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$372K -$28.4K -1,500 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$370K -$31.7K -1,672 -8%
SWP
28
Stratos Wealth Partners
Ohio
$282K -$166K -8,760 -37%
Jane Street
29
Jane Street
New York
$246K -$595K -31,393 -71%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$241K +$21.5K +1,130 +10%
Renaissance Technologies
31
Renaissance Technologies
New York
$241K +$241K +12,700 New
CCFM
32
Clear Creek Financial Management
Washington
$216K +$216K +11,370 New
OPS
33
Orion Portfolio Solutions
Nebraska
$213K +$213K +11,226 New
ASN
34
Advisory Services Network
Georgia
$205K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$204K -$28.3K -1,494 -12%
SIAG
36
Safeguard Investment Advisory Group
California
$192K -$8.76K -464 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$153K -$122K -6,447 -44%
EWA
38
EverSource Wealth Advisors
Alabama
$78K – – –
CIAS
39
Capital Investment Advisory Services
North Carolina
$69K -$7.17K -376 -9%
CP
40
Castleview Partners
Texas
$45K -$2.45K -129 -5%
William Blair & Company
41
William Blair & Company
Illinois
$24K – – –
HFS
42
HBC Financial Services
Washington
$17K – – –
RG
43
Retirement Group
California
$13K -$10.3K -144 -44%
CFD
44
Creative Financial Designs
Indiana
$10K -$5.89K -297 -37%
PTC
45
Private Trust Company
Ohio
$10K +$10K +505 New
AIP
46
Ameritas Investment Partners
Nebraska
$7K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4K -200 -40%
CAAS
48
Capital Asset Advisory Services
Michigan
$6K – – –
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
IA
50
IFP Advisors
Florida
$6K – – –
1
2
3