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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

71 hedge funds and large institutions have $81.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.86M
2
CS
2
Credit Suisse
Switzerland
$341K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.55M
4
Stifel Financial
4
Stifel Financial
Missouri
$261K
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.03M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$883K
2
PP
2
Prudential plc
United Kingdom
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$392K
4
AG
4
Advisor Group
Arizona
$3.44M
5
OAM
5
Occidental Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$57K – – –
AIM
52
Anchor Investment Management
South Carolina
$44.7K – – –
RCA
53
Rowland Carmichael Advisors
Arizona
$43K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$36K +$7.83K +254 +28%
Citigroup
55
Citigroup
New York
$29K +$10.9K +350 +60%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$21K +$18.7K +819 +819%
FMP
57
Financial Management Professionals
Texas
$17K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$16K +$278 +9 +2%
US Bancorp
59
US Bancorp
Minnesota
$15K +$15K +503 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$15K +$15K +505 New
AA
61
Advisory Alpha
Michigan
$11.9K +$11.9K +385 New
GRP
62
Global Retirement Partners
California
$9K – – –
SAM
63
Shamrock Asset Management
Texas
$9K +$158 +5 +2%
AIP
64
Ameritas Investment Partners
Nebraska
$8K – – –
FRA
65
Front Row Advisors
California
$4K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.88K +132 +3,300%
PA
67
Parallel Advisors
California
$2K – – –
AAM
68
Advisors Asset Management
Colorado
$2K – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1K – – –
PP
70
Prudential plc
United Kingdom
– -$2.83M -104,800 Closed
OAM
71
Occidental Asset Management
California
– -$1.02M -37,734 Closed
M&T Bank
72
M&T Bank
New York
– -$230K -8,533 Closed
AIC
73
Ameritas Investment Company
Nebraska
– -$93K -3,442 Closed
NFG
74
Next Financial Group
Texas
– -$46K -1,707 Closed
SWM
75
SeaCrest Wealth Management
New York
– -$2K -78 Closed
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