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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $86.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$3.4M
2
BRWM
2
B. Riley Wealth Management
Tennessee
$2.44M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.49M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.26M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$36K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AG
4
Advisor Group
Arizona
$1.08M
5
AF
5
Advisornet Financial
Minnesota
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
51
Ameritas Investment Company
Nebraska
$109K +$3.63K +116 +3%
Citigroup
52
Citigroup
New York
$86K +$10.5K +336 +14%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$61K +$61K +1,958 New
PB
54
Pinnacle Bancorp
Nebraska
$60K – – –
RG
55
Retirement Group
California
$51K +$51K +1,635 New
AIM
56
Anchor Investment Management
South Carolina
$48.1K +$2.62K +84 +6%
GWM
57
Geneos Wealth Management
Colorado
$39K – – –
NFG
58
Next Financial Group
Texas
$38K -$692 -22 -2%
GI
59
Gradient Investments
Minnesota
$36K -$11.5M -365,584 -100%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$33K +$124 +4 +0.4%
CAAS
61
Capital Asset Advisory Services
Michigan
$23K +$23K +727 New
HFS
62
HBC Financial Services
Washington
$23K +$23K +743 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
FANJ
64
Financial Architects (New Jersey)
New Jersey
$17K +$251 +8 +1%
US Bancorp
65
US Bancorp
Minnesota
$12K – – –
GRP
66
Global Retirement Partners
California
$9K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$9K – – –
VCP
68
Verus Capital Partners
Arizona
$7K +$7K +227 New
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +154 New
William Blair & Company
70
William Blair & Company
Illinois
$5K +$5K +156 New
PA
71
Parallel Advisors
California
$2K – – –
AAM
72
Advisors Asset Management
Colorado
$2K – – –
EWM
73
EPG Wealth Management
Georgia
$1K +$1K +43 New
Goldman Sachs
74
Goldman Sachs
New York
– -$1.2M -38,541 Closed
MWM
75
Merriman Wealth Management
Washington
– -$1.19M -38,113 Closed
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