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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $68.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$970K
2
WP
2
WealthSource Partners
California
$1.24M
3
SWP
3
Stratos Wealth Partners
Ohio
$787K
4
PPW
4
Parcion Private Wealth
Washington
$639K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.57M

Top Sellers

1
SCM
1
Sterneck Capital Management
Missouri
$233K
2
FTUS
2
Flow Traders U.S.
New York
$557K
3
Bank of America
3
Bank of America
North Carolina
$4.01M
4
UBS Group
4
UBS Group
Switzerland
$1.04M
5
HT
5
HAP Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
51
Dixon Hughes Goodman Wealth Advisors
North Carolina
$28K +$28K +1,083 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$27K +$27K +1,040 New
HFS
53
HBC Financial Services
Washington
$25K +$24.6K +62 +6,200%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +919 New
FPWM
55
FSB Premier Wealth Management
Iowa
$22K +$22K +878 New
CFD
56
Creative Financial Designs
Indiana
$20K -$2.81K -112 -12%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$18K -$98.9K -3,919 -85%
RG
58
Retirement Group
California
$18K +$6.36K +142 +55%
CA
59
CoreCap Advisors
Michigan
$14K +$14K +535 New
BWL
60
Bogart Wealth LLC
Virginia
$13K -$6.07K -241 -32%
AIP
61
Ameritas Investment Partners
Nebraska
$11K – – –
CAAS
62
Capital Asset Advisory Services
Michigan
$7K -$7.22K -299 -51%
GI
63
Gradient Investments
Minnesota
$7K – – –
LC
64
Lindbrook Capital
California
$4K +$4K +145 New
CP
65
Castleview Partners
Texas
$2.16K +$2.16K +55,545 New
PA
66
Parallel Advisors
California
$2K – – –
AW
67
Avion Wealth
Texas
$1K – – –
KFI
68
Key Financial Inc
Pennsylvania
$1K – – –
EWM
69
EPG Wealth Management
Georgia
$1K – – –
FFA
70
Founders Financial Alliance
North Carolina
$1K – – –
FHC
71
First Heartland Consultants
Missouri
$233 +$6 +218 +2%
HT
72
HAP Trading
New York
– -$615K -26,585 Closed
Jane Street
73
Jane Street
New York
– -$444K -19,199 Closed
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
– -$395K -17,050 Closed
BF
75
BOK Financial
Oklahoma
– -$291K -12,583 Closed
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