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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

43 hedge funds and large institutions have $30.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 17 closing their positions.

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
12
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$2.33M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$789K
3
LPL Financial
3
LPL Financial
California
$8.87M
4
TC
4
TAP Consulting
Missouri
$5.86M
5
Wells Fargo
5
Wells Fargo
California
$1.55M

Top Sellers

1
SWA
1
Strategies Wealth Advisors
Michigan
$0
2
ACM
2
Anfield Capital Management
California
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Ameriprise
5
Ameriprise
Minnesota
$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
26
Ridgewood Investments
New Jersey
$14.2K +$14.2K +797 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$10.7K – – –
Jones Financial Companies
28
Jones Financial Companies
Missouri
$9.74K +$9.74K +546 New
AIP
29
Ameritas Investment Partners
Nebraska
$9.45K – – –
Simplex Trading
30
Simplex Trading
Illinois
$7K +$1.21K +71 +21%
GWM
31
Geneos Wealth Management
Colorado
$4.53K – – –
Bessemer Group
32
Bessemer Group
New Jersey
$4K -$12.8K -725 -76%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$2.35K -$6.92K -388 -75%
IAIM
34
International Assets Investment Management
Florida
$1.78K +$1.78K +100 New
GI
35
Gradient Investments
Minnesota
$1.38K – – –
GWSG
36
GPS Wealth Strategies Group
Colorado
$1.11K +$1.11K +62 New
PA
37
Parallel Advisors
California
$1.09K -$17.8K -1,000 -94%
WWM
38
Wagner Wealth Management
South Carolina
$1.05K +$1.05K +59 New
KFI
39
Key Financial Inc
Pennsylvania
$998 – – –
EWM
40
EPG Wealth Management
Georgia
$767 -$776 -43 Closed
RFG
41
RFP Financial Group
Georgia
$464 – – –
FFA
42
Founders Financial Alliance
North Carolina
$446 – – –
TWP
43
Triad Wealth Partners
Kansas
$56 +$56 +3 New
OP
44
ORG Partners
Indiana
$7 – – –
SWA
45
Strategies Wealth Advisors
Michigan
– -$2.34M -129,587 Closed
ACM
46
Anfield Capital Management
California
– -$1.02M -56,370 Closed
OPS
47
Orion Portfolio Solutions
Nebraska
– -$952K -52,767 Closed
BCI
48
Brinker Capital Investments
Pennsylvania
– -$952K -52,767 Closed
Goldman Sachs
49
Goldman Sachs
New York
– -$516K -28,571 Closed
RJA
50
Raymond James & Associates
Florida
– -$236K -13,072 Closed
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