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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $109M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.56M
2
LPL Financial
2
LPL Financial
California
$7.35M
3
MWM
3
Merriman Wealth Management
Washington
$1.4M
4
OAM
4
Occidental Asset Management
California
$1.28M
5
UBS Group
5
UBS Group
Switzerland
$4.42M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Bank of America
2
Bank of America
North Carolina
$6.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GI
5
Gradient Investments
Minnesota
$8.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$61K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$54K -$13.6K -400 -20%
Citigroup
53
Citigroup
New York
$53K -$51.5K -1,510 -49%
RAM
54
Riggs Asset Management
Pennsylvania
$49K +$49K +1,471 New
RCA
55
Rowland Carmichael Advisors
Arizona
$47K – – –
AIM
56
Anchor Investment Management
South Carolina
$43.1K – – –
RWA
57
River Wealth Advisors
Pennsylvania
$28K – – –
ASN
58
Advisory Services Network
Georgia
$28K +$1.03K +30 +4%
AAM
59
Advisors Asset Management
Colorado
$23K – – –
FMP
60
Financial Management Professionals
Texas
$19K +$19K +560 New
FANJ
61
Financial Architects (New Jersey)
New Jersey
$17K +$271 +8 +2%
SWA
62
Sutton Wealth Advisors
Florida
$15.3K – – –
IA
63
IFP Advisors
Florida
$13K -$106K -3,136 -89%
SFM
64
Signet Financial Management
New Jersey
$12K – – –
GRP
65
Global Retirement Partners
California
$10K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$9K – – –
SAM
67
Shamrock Asset Management
Texas
$9K +$131 +4 +1%
NFG
68
Next Financial Group
Texas
$7K +$7K +195 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$5K -$9.13K -272 -65%
SWM
70
SeaCrest Wealth Management
New York
$3K +$3K +78 New
PA
71
Parallel Advisors
California
$2K – – –
FRA
72
Front Row Advisors
California
$4 – – –
CWM
73
Cornerstone Wealth Management
Missouri
– -$7.2M -255,562 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$1.1M -30,622 Closed
VWM
75
Venturi Wealth Management
Texas
– -$493K -14,225 Closed
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