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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

57 hedge funds and large institutions have $52.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
12
Closed
9
Calls
$102K
Puts
$70K
Net Calls
+$32K
Net Calls Change
-$36K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$8.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.64M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.58M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.58M
5
TC
5
TAP Consulting
Missouri
$5.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.17M
2
GI
2
Gradient Investments
Minnesota
$109K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$333K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.07M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WWG
26
West Wealth Group
California
$214K 11,907 +11,907 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$185K 10,294 -374 -4%
AWA
28
Alta Wealth Advisors
Massachusetts
$184K 10,255 -7,409 -42%
CF
29
Centaurus Financial
California
$178K 9,895 +9,895 New
SWM
30
Spire Wealth Management
Virginia
$115K 6,382 +23 +0.4%
GI
31
Gradient Investments
Minnesota
$109K 6,083 -377,810 -98%
ACA
32
Aptus Capital Advisors
Alabama
$105K 5,849 +626 +12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$78K 4,318 -372 -8%
CIAS
34
Capital Investment Advisory Services
North Carolina
$65K 3,618 – –
Citadel Advisors
35
Citadel Advisors
Florida
$53.6K 2,986 +1,295 +77%
CP
36
Castleview Partners
Texas
$45.7K 2,542 +38 +2%
EWA
37
EverSource Wealth Advisors
Alabama
$39K 2,172 – –
OP
38
ORG Partners
Indiana
$29.7K 1,613 +1,613 New
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$28.6K 1,590 – –
William Blair & Company
40
William Blair & Company
Illinois
$22.9K 1,276 – –
RI
41
Ridgewood Investments
New Jersey
$15.6K 868 – –
RG
42
Retirement Group
California
$15.2K 277 – –
CFD
43
Creative Financial Designs
Indiana
$14.4K 801 – –
AIP
44
Ameritas Investment Partners
Nebraska
$9.52K 530 +70 +15%
CFGS
45
Concourse Financial Group Securities
Alabama
$7.18K 400 – –
MFA
46
McClarren Financial Advisors
Pennsylvania
$7K 427 +11 +3%
HFS
47
HBC Financial Services
Washington
$6K 357 +294 +467%
NA
48
NewEdge Advisors
Louisiana
$5.26K 293 – –
GWM
49
Geneos Wealth Management
Colorado
$4.56K 254 – –
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$4.49K 250 +250 New
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2
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