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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

57 hedge funds and large institutions have $55M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
18
Closed
13
Calls
$125K
Puts
$57K
Net Calls
+$68K
Net Calls Change
-$228K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$7.06M
2
TC
2
TAP Consulting
Missouri
$4.85M
3
Ameriprise
3
Ameriprise
Minnesota
$1.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.56M
5
Jane Street
5
Jane Street
New York
$254K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$31.1K
4
TRCT
4
Tower Research Capital (TRC)
New York
$147K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$218K -$46.6K -2,538 -18%
ASN
27
Advisory Services Network
Georgia
$206K +$20.3K +1,107 +11%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$196K -$1.18K -64 -0.6%
TRCT
29
Tower Research Capital (TRC)
New York
$147K -$780K -42,378 -84%
AAS
30
Ameritas Advisory Services
Nebraska
$121K -$100K -5,454 -45%
SWM
31
Spire Wealth Management
Virginia
$117K +$331 +18 +0.3%
ACA
32
Aptus Capital Advisors
Alabama
$96K +$96K +5,223 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$87K -$129K -6,967 -60%
CIAS
34
Capital Investment Advisory Services
North Carolina
$66.5K – – –
CP
35
Castleview Partners
Texas
$46K +$2.08K +113 +5%
EWA
36
EverSource Wealth Advisors
Alabama
$39.9K -$14.1K -766 -26%
Citadel Advisors
37
Citadel Advisors
Florida
$31.1K -$1.15M -62,721 -97%
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$29.2K – – –
William Blair & Company
39
William Blair & Company
Illinois
$23.5K – – –
HFS
40
HBC Financial Services
Washington
$20K – – –
RI
41
Ridgewood Investments
New Jersey
$16K +$16K +868 New
RG
42
Retirement Group
California
$15K +$1.35K +25 +10%
CFD
43
Creative Financial Designs
Indiana
$14.7K – – –
AWA
44
Alaska Wealth Advisors
Alaska
$14K +$14K +759 New
BAM
45
Belpointe Asset Management
Nevada
$11K -$5.48K -298 -33%
AIP
46
Ameritas Investment Partners
Nebraska
$8.46K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$7.35K +$7.35K +400 New
MFA
48
McClarren Financial Advisors
Pennsylvania
$7K +$151 +9 +2%
NA
49
NewEdge Advisors
Louisiana
$5.39K – – –
GWM
50
Geneos Wealth Management
Colorado
$4.67K – – –
1
2
3