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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $48.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
11
Closed
8
Calls
$111K
Puts
$16K
Net Calls
+$95K
Net Calls Change
+$95K

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$3.89M
2
RAS
2
RPS Advisory Solutions
Kentucky
$1.65M
3
Wells Fargo
3
Wells Fargo
California
$2.75M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.84M
5
Ameriprise
5
Ameriprise
Minnesota
$1.82M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$1.36M
3
Millennium Management
3
Millennium Management
New York
$0
4
TC
4
TAP Consulting
Missouri
$5.75M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$77.9K +$36K +2,011 +86%
Comerica Bank
27
Comerica Bank
Texas
$76.4K -$412 -23 -0.5%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$62K +$28.5K +1,592 +85%
CBT
29
Crews Bank & Trust
Florida
$54.5K +$54.5K +3,045 New
SAM
30
Synergy Asset Management
Washington
$32K +$32K +1,517 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K +$31.3K +1,750 New
SWM
32
Spire Wealth Management
Virginia
$30.5K -$68K -3,800 -69%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$27.7K – – –
AWM
34
AE Wealth Management
Kansas
$27K +$27K +1,507 New
AFS
35
Anderson Financial Strategies
Ohio
$25.4K +$25.4K +1,421 New
TRCT
36
Tower Research Capital (TRC)
New York
$22.3K +$22.3K +1,247 New
EWA
37
EverSource Wealth Advisors
Alabama
$18.1K +$11.6K +650 +181%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$10.7K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$8.78K – – –
RI
40
Ridgewood Investments
New Jersey
$6.09K – – –
GWM
41
Geneos Wealth Management
Colorado
$4.55K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.56K +$3.56K +199 New
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$2.36K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$1.11K – – –
PA
45
Parallel Advisors
California
$1.09K – – –
WWM
46
Wagner Wealth Management
South Carolina
$1.08K +$36 +2 +3%
KFI
47
Key Financial Inc
Pennsylvania
$1K – – –
EWM
48
EPG Wealth Management
Georgia
$770 – – –
FFA
49
Founders Financial Alliance
North Carolina
$448 – – –
ACA
50
Aptus Capital Advisors
Alabama
$287 +$287 +16 New
1
2
3