KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $59.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
24
Closed
9
Calls
$298K
Puts
$2K
Net Calls
+$296K
Net Calls Change
-$74K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.6M
2
GI
2
Gradient Investments
Minnesota
$3.96M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.26M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.04M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
WP
2
WealthSource Partners
California
$226K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$536K
4
Goldman Sachs
4
Goldman Sachs
New York
$344K
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$280K +$58.5K +3,002 +26%
PA
27
PFG Advisors
Arizona
$270K +$270K +13,875 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$260K +$13K +668 +5%
PPW
29
Parcion Private Wealth
Washington
$244K -$238K -12,190 -49%
SWP
30
Stratos Wealth Partners
Ohio
$241K -$48.7K -2,501 -17%
AAS
31
Ameritas Advisory Services
Nebraska
$234K +$234K +12,016 New
OPS
32
Orion Portfolio Solutions
Nebraska
$231K +$12.6K +649 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$227K +$70K +3,593 +45%
WP
34
WealthSource Partners
California
$226K -$1.61M -82,720 -88%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$209K -$702 -36 -0.3%
ASN
36
Advisory Services Network
Georgia
$197K -$13.4K -690 -6%
SWM
37
Spire Wealth Management
Virginia
$124K +$124K +6,341 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$70.5K – – –
EWA
39
EverSource Wealth Advisors
Alabama
$57.3K -$22.5K -1,155 -28%
CP
40
Castleview Partners
Texas
$46.6K +$331 +17 +0.7%
MCC
41
Money Concepts Capital
Florida
$41.1K +$41.1K +2,111 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$31K +$31K +1,590 New
William Blair & Company
43
William Blair & Company
Illinois
$24.9K – – –
PIMG
44
Patriot Investment Management Group
Tennessee
$22.6K +$22.6K +1,041 New
BAM
45
Belpointe Asset Management
Nevada
$17.5K +$17.5K +898 New
HFS
46
HBC Financial Services
Washington
$16K – – –
CFD
47
Creative Financial Designs
Indiana
$15.6K +$5.79K +297 +59%
RG
48
Retirement Group
California
$14K +$3.89K +70 +38%
AIP
49
Ameritas Investment Partners
Nebraska
$8.97K +$1.27K +65 +16%
MFA
50
McClarren Financial Advisors
Pennsylvania
$7K +$7K +407 New
1
2
3