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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 19 closing their positions.

Holders
56
Holders Change
-19
Holders Change %
-25.33%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
25
Reduced
11
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.18M
2
1W
2
1776 Wealth
Georgia
$1.28M
3
HT
3
HAP Trading
New York
$559K
4
TC
4
TAP Consulting
Missouri
$2.54M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$918K

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Claraphi Advisory Network
United States
$4K +$4K +252 New
EWM
52
EPG Wealth Management
Georgia
$1K – – –
PA
53
Parallel Advisors
California
$1K – – –
AAM
54
Advisors Asset Management
Colorado
$1K – – –
BHWA
55
Beacon Harbor Wealth Advisors
Virginia
– -$6.84M -219,252 Closed
AWM
56
AE Wealth Management
Kansas
– -$1.63M -52,226 Closed
RJA
57
Raymond James & Associates
Florida
– -$1.33M -42,553 Closed
SS
58
Simplicity Solutions
Minnesota
– -$796K -25,519 Closed
AllianceBernstein
59
AllianceBernstein
Tennessee
– -$794K -25,438 Closed
RJT
60
Raymond James Trust
Florida
– -$717K -22,963 Closed
Citadel Advisors
61
Citadel Advisors
Florida
– -$592K -18,975 Closed
CAN
62
Cetera Advisor Networks
California
– -$484K -15,648 Closed
PBF
63
Petix & Botte Financial
California
– -$438K -14,094 Closed
SIC
64
Samalin Investment Counsel
New York
– -$321K -10,292 Closed
PPW
65
Pasadena Private Wealth
California
– -$309K -9,908 Closed
MFG
66
Merit Financial Group
Georgia
– -$287K -9,204 Closed
PSF
67
Pacific Sun Financial
California
– -$242K -7,750 Closed
BCI
68
Brinker Capital Investments
Pennsylvania
– -$221K -7,079 Closed
N
69
Natixis
France
– -$215K -6,966 Closed
MOS
70
MGO One Seven
Ohio
– -$211K -6,786 Closed
RIA
71
Regal Investment Advisors
Michigan
– -$211K -6,753 Closed
William Blair & Company
72
William Blair & Company
Illinois
– -$5K -156 Closed
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