KBWY icon

Invesco KBW Premium Yield Equity REIT ETF

55 hedge funds and large institutions have $44M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
19
Closed
10
Calls
$276K
Puts
$17K
Net Calls
+$259K
Net Calls Change
+$227K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$112K 6,399 +17 +0.3%
ACA
27
Aptus Capital Advisors
Alabama
$99.1K 5,678 -171 -3%
Belvedere Trading
28
Belvedere Trading
Illinois
$84.7K 4,849 +4,849 New
CIAS
29
Capital Investment Advisory Services
North Carolina
$63.2K 3,618
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$62K 3,504 -814 -19%
GI
31
Gradient Investments
Minnesota
$60.4K 3,457 -2,626 -43%
EWA
32
EverSource Wealth Advisors
Alabama
$37.9K 2,172
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$31.7K 1,815 -200,634 -99%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$27.8K 1,590
CP
35
Castleview Partners
Texas
$25.6K 1,469 -1,073 -42%
William Blair & Company
36
William Blair & Company
Illinois
$22.3K 1,276
CFD
37
Creative Financial Designs
Indiana
$14.5K 828 +27 +3%
RG
38
Retirement Group
California
$13.5K 277
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$10.5K 600 +600 New
AIP
40
Ameritas Investment Partners
Nebraska
$9.25K 530
CFGS
41
Concourse Financial Group Securities
Alabama
$6.98K 400
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$6.77K 388 +388 New
HFS
43
HBC Financial Services
Washington
$6K 357
US Bancorp
44
US Bancorp
Minnesota
$5.24K 300 +300 New
NA
45
NewEdge Advisors
Louisiana
$5.12K 293
GWM
46
Geneos Wealth Management
Colorado
$4.44K 254
SIS
47
Sound Income Strategies
Florida
$2.44K 140 +140 New
FA
48
Financial Avengers
California
$1.12K 64 +64 New
PA
49
Parallel Advisors
California
$1.07K 61
KFI
50
Key Financial Inc
Pennsylvania
$978 56