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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $34.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
13
Closed
9
Calls
$101K
Puts
$34K
Net Calls
+$67K
Net Calls Change
-$208K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$516K
3
TC
3
TAP Consulting
Missouri
$5.54M
4
CCFM
4
Clear Creek Financial Management
Washington
$477K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$229K

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$17K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.45M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$255K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$475K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
26
Sandbox Financial Partners
Maryland
$192K +$192K +10,612 New
Citadel Advisors
27
Citadel Advisors
Florida
$161K -$28.4K -1,573 -15%
ACA
28
Aptus Capital Advisors
Alabama
$137K +$27.9K +1,548 +26%
SWM
29
Spire Wealth Management
Virginia
$99.3K – – –
UBS Group
30
UBS Group
Switzerland
$88.3K +$37.9K +2,098 +75%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$43K -$116K -6,318 -73%
CIAS
32
Capital Investment Advisory Services
North Carolina
$29K -$22.3K -1,235 -44%
FFWM
33
Future Financial Wealth Management
Ohio
$28.9K +$28.9K +1,600 New
EWA
34
EverSource Wealth Advisors
Alabama
$23.2K – – –
PA
35
Parallel Advisors
California
$19.2K +$18.1K +1,000 +1,639%
Bessemer Group
36
Bessemer Group
New Jersey
$17K -$11.1M -618,683 -100%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$10.8K – – –
AIP
38
Ameritas Investment Partners
Nebraska
$9.57K – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$9.39K +$2.38K +132 +34%
CFGS
40
Concourse Financial Group Securities
Alabama
$7.22K – – –
Simplex Trading
41
Simplex Trading
Illinois
$6K +$3.12K +177 +109%
CFD
42
Creative Financial Designs
Indiana
$5.36K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +250 New
GWM
44
Geneos Wealth Management
Colorado
$4.59K – – –
CP
45
Castleview Partners
Texas
$1.7K -$1.25K -69 -42%
GI
46
Gradient Investments
Minnesota
$1.4K -$18 -1 -1%
RG
47
Retirement Group
California
$1.26K – – –
KFI
48
Key Financial Inc
Pennsylvania
$1.01K – – –
AW
49
Avion Wealth
Texas
$1K – – –
EWM
50
EPG Wealth Management
Georgia
$776 – – –
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2
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