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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
Ameriprise
3
Ameriprise
Minnesota
$2.17M
4
SIC
4
Samalin Investment Counsel
New York
$257K
5
PA
5
PFG Advisors
Arizona
$202K

Top Sellers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$0
2
Invesco
2
Invesco
Georgia
$5.01M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.59M
5
AAS
5
Avantax Advisory Services
Texas
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2K +$2K +120 New
PA
52
Parallel Advisors
California
$1K -$1.77K -110 -64%
AW
53
Avion Wealth
Texas
$1K – – –
MCC
54
Money Concepts Capital
Florida
$1K +$1K +54 New
KFI
55
Key Financial Inc
Pennsylvania
$1K +$1K +56 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +64 New
BRWM
57
B. Riley Wealth Management
Tennessee
– -$1.36M -77,842 Closed
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
– -$536K -30,600 Closed
Goldman Sachs
59
Goldman Sachs
New York
– -$294K -16,800 Closed
WP
60
WealthShield Partners
North Carolina
– -$191K -10,912 Closed
CAN
61
Claraphi Advisory Network
United States
– -$189K -10,765 Closed
AWCI
62
Alpine Woods Capital Investors
New York
– -$175K -10,000 Closed
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
– -$46K -2,635 Closed
AIM
64
Anchor Investment Management
South Carolina
– -$25.5K -1,456 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$25K -1,407 Closed
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