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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $73.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
24
Closed
14
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
+$451K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.88M
3
ACM
3
Anfield Capital Management
California
$2.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
Jane Street
5
Jane Street
New York
$795K

Top Sellers

1
CP
1
Castleview Partners
Texas
$63K
2
TC
2
TAP Consulting
Missouri
$6.39M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
RG
52
Retirement Group
California
$23K +$3.58K +74 +18%
CFD
53
Creative Financial Designs
Indiana
$19K -$899 -36 -5%
HFS
54
HBC Financial Services
Washington
$19K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$17K -$10K -386 -37%
BWL
56
Bogart Wealth LLC
Virginia
$13K – – –
MCC
57
Money Concepts Capital
Florida
$11K +$11K +440 New
AIP
58
Ameritas Investment Partners
Nebraska
$10K -$886 -35 -8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +300 New
GI
60
Gradient Investments
Minnesota
$7K – – –
CAAS
61
Capital Asset Advisory Services
Michigan
$7K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$7K +$7K +286 New
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K +$7K +286 New
IA
64
IFP Advisors
Florida
$6K +$6K +175 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$5K +$5K +200 New
LC
66
Lindbrook Capital
California
$4K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +149 New
PA
68
Parallel Advisors
California
$2K – – –
EWM
69
EPG Wealth Management
Georgia
$1K – – –
AW
70
Avion Wealth
Texas
$1K – – –
KFI
71
Key Financial Inc
Pennsylvania
$1K – – –
FFA
72
Founders Financial Alliance
North Carolina
$1K – – –
Goldman Sachs
73
Goldman Sachs
New York
– -$970K -37,792 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$590K -22,957 Closed
KWM
75
Kingsview Wealth Management
Oregon
– -$326K -12,703 Closed
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