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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $89.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
21
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$6.54M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.72M
3
GI
3
Gradient Investments
Minnesota
$11.5M
4
MWM
4
Merriman Wealth Management
Washington
$1.19M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.07M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.21M
4
TRCT
4
Tower Research Capital (TRC)
New York
$975K
5
UBS Group
5
UBS Group
Switzerland
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Anchor Investment Management
South Carolina
$45.5K – – –
GWM
52
Geneos Wealth Management
Colorado
$40K -$29K -930 -42%
NFG
53
Next Financial Group
Texas
$38K -$8.74K -283 -19%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$33K -$3.49K -112 -10%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
FANJ
56
Financial Architects (New Jersey)
New Jersey
$17K +$255 +8 +2%
US Bancorp
57
US Bancorp
Minnesota
$12K – – –
GRP
58
Global Retirement Partners
California
$9K – – –
SAM
59
Shamrock Asset Management
Texas
$9K +$123 +4 +1%
AIP
60
Ameritas Investment Partners
Nebraska
$9K +$1.02K +35 +13%
IA
61
IFP Advisors
Florida
$9K +$9K +300 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$3K +$3K +100 New
PA
64
Parallel Advisors
California
$2K – – –
AAM
65
Advisors Asset Management
Colorado
$2K – – –
CWM
66
Cornerstone Wealth Management
Missouri
– -$300K -10,011 Closed
CAM
67
Concorde Asset Management
Michigan
– -$251K -8,339 Closed
RIA
68
Regal Investment Advisors
Michigan
– -$235K -7,827 Closed
PA
69
PFG Advisors
Arizona
– -$218K -7,380 Closed
CA
70
Cetera Advisors
Colorado
– -$224K -7,330 Closed
CFA
71
Camarda Financial Advisors
Florida
– -$58K -1,919 Closed
FMP
72
Financial Management Professionals
Texas
– -$17K -560 Closed
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
– -$12K -398 Closed
FRA
74
Front Row Advisors
California
– -$4K -134 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
– -$4K -127 Closed
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