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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

69 hedge funds and large institutions have $78.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$2.83M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.32M
3
SS
3
Simplicity Solutions
Minnesota
$2.41M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$789K

Top Sellers

1
Invesco
1
Invesco
Georgia
$6.69M
2
RJA
2
Raymond James & Associates
Florida
$228K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
Wells Fargo
4
Wells Fargo
California
$6.06M
5
UBS Group
5
UBS Group
Switzerland
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
51
Rowland Carmichael Advisors
Arizona
$38K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$25K -$18.6K -679 -43%
ASN
53
Advisory Services Network
Georgia
$22K – – –
Citigroup
54
Citigroup
New York
$16K -$26.9K -975 -63%
FMP
55
Financial Management Professionals
Texas
$15K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$14K +$220 +8 +2%
IA
57
IFP Advisors
Florida
$8K -$2.29K -86 -22%
GRP
58
Global Retirement Partners
California
$8K – – –
SAM
59
Shamrock Asset Management
Texas
$8K +$143 +5 +2%
AIP
60
Ameritas Investment Partners
Nebraska
$7K – – –
FRA
61
Front Row Advisors
California
$4K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +100 New
AAM
63
Advisors Asset Management
Colorado
$2K -$22.2K -621 -92%
SWM
64
SeaCrest Wealth Management
New York
$2K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1K -$3.81K -118 -79%
PA
66
Parallel Advisors
California
$1K – – –
BTS
67
BB&T Securities
Virginia
– -$553K -16,337 Closed
CCA
68
Cobblestone Capital Advisors
New York
– -$469K -13,865 Closed
PAG
69
Private Advisory Group
Washington
– -$436K -13,709 Closed
AWS
70
AJ Wealth Strategies
New York
– -$419K -12,386 Closed
AIP
71
Ahrens Investment Partners
Louisiana
– -$356K -10,500 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$327K -9,654 Closed
ERIM
73
Eagle Ridge Investment Management
Connecticut
– -$216K -6,370 Closed
UCFA
74
United Capital Financial Advisors
Texas
– -$205K -6,041 Closed
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
– -$202K -5,971 Closed
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