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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $71.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.16M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.39M
4
LPL Financial
4
LPL Financial
California
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AG
2
Advisor Group
Arizona
$1.92M
3
AWM
3
AE Wealth Management
Kansas
$1.17M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$35K +$119 +4 +0.3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
FMP
53
Financial Management Professionals
Texas
$17K – – –
FANJ
54
Financial Architects (New Jersey)
New Jersey
$16K +$243 +8 +2%
US Bancorp
55
US Bancorp
Minnesota
$12K -$3.28K -108 -21%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$12K +$12K +398 New
GRP
57
Global Retirement Partners
California
$9K – – –
SAM
58
Shamrock Asset Management
Texas
$9K +$125 +4 +1%
AIP
59
Ameritas Investment Partners
Nebraska
$8K – – –
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
FRA
61
Front Row Advisors
California
$4K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +127 New
PA
63
Parallel Advisors
California
$2K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +50 New
AAM
65
Advisors Asset Management
Colorado
$1K – – –
SS
66
Simplicity Solutions
Minnesota
– -$2.51M -81,828 Closed
MWM
67
Merriman Wealth Management
Washington
– -$1.22M -39,813 Closed
Jane Street
68
Jane Street
New York
– -$971K -31,651 Closed
PIMG
69
Patriot Investment Management Group
Tennessee
– -$202K -6,593 Closed
GCA
70
Genesee Capital Advisors
New York
– -$148K -4,827 Closed
RCA
71
Rowland Carmichael Advisors
Arizona
– -$43K -1,400 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
– -$15K -505 Closed
AA
73
Advisory Alpha
Michigan
– -$11.9K -385 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$1K -31 Closed
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