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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

47 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.9M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$888K
3
CF
3
Centaurus Financial
California
$528K
4
LPL Financial
4
LPL Financial
California
$10.9M
5
Millennium Management
5
Millennium Management
New York
$249K

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$350K
2
FTS
2
Fifth Third Securities
Ohio
$2.54M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$327K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$90.5K 4,290 +4,290 New
UBS Group
27
UBS Group
Switzerland
$49.3K 2,336 – –
Jones Financial Companies
28
Jones Financial Companies
Missouri
$39.4K 1,869 +1,323 +242%
CIAS
29
Capital Investment Advisory Services
North Carolina
$33.8K 1,604 – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$32.7K 1,548 +189 +14%
MPWT
31
MassMutual Private Wealth & Trust
Connecticut
$28.8K 1,366 +1,366 New
Simplex Trading
32
Simplex Trading
Illinois
$14K 675 +264 +64%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$12.7K 600 – –
AIP
34
Ameritas Investment Partners
Nebraska
$10.3K 490 -40 -8%
EWA
35
EverSource Wealth Advisors
Alabama
$7.6K 360 -634 -64%
RI
36
Ridgewood Investments
New Jersey
$7.17K 340 -457 -57%
GWM
37
Geneos Wealth Management
Colorado
$5.36K 254 – –
Bessemer Group
38
Bessemer Group
New Jersey
$5K 226 – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$2.79K 132 – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$1.31K 62 – –
PA
41
Parallel Advisors
California
$1.29K 61 – –
WWM
42
Wagner Wealth Management
South Carolina
$1.25K 59 – –
KFI
43
Key Financial Inc
Pennsylvania
$1.18K 56 – –
EWM
44
EPG Wealth Management
Georgia
$907 43 +43 New
FFA
45
Founders Financial Alliance
North Carolina
$528 25 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$127 6 +6 New
OP
47
ORG Partners
Indiana
– – – –
ACA
48
Aptus Capital Advisors
Alabama
– – -7,914 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– – -3,070 Closed
IAIM
50
International Assets Investment Management
Florida
– – -100 Closed
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