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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

63 hedge funds and large institutions have $60.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
20
Closed
14
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$3K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.77M
2
SWA
2
Strategies Wealth Advisors
Michigan
$2.86M
3
UCFA
3
United Capital Financial Advisors
Texas
$612K
4
Bank of America
4
Bank of America
North Carolina
$4.4M
5
BIM
5
Bullseye Investment Management
Ohio
$553K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.16M
2
Ameriprise
2
Ameriprise
Minnesota
$1.62M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
N
4
Natixis
France
$0
5
CF
5
Centaurus Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$8K – – –
BCMLT
52
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
IA
53
IFP Advisors
Florida
$6K – – –
CAAS
54
Capital Asset Advisory Services
Michigan
$6K – – –
LC
55
Lindbrook Capital
California
$3K – – –
GI
56
Gradient Investments
Minnesota
$2K -$4.91K -189 -71%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$2K +$2K +100 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1K -$2.45K -142 -71%
KFI
59
Key Financial Inc
Pennsylvania
$1K – – –
AW
60
Avion Wealth
Texas
$1K – – –
PA
61
Parallel Advisors
California
$1K – – –
FFA
62
Founders Financial Alliance
North Carolina
$1K – – –
N
63
Natixis
France
– -$446K -17,517 Closed
CF
64
Centaurus Financial
California
– -$333K -13,078 Closed
AAS
65
Avantax Advisory Services
Texas
– -$285K -11,118 Closed
PBF
66
Petix & Botte Financial
California
– -$247K -9,712 Closed
Renaissance Technologies
67
Renaissance Technologies
New York
– -$242K -9,500 Closed
RJFSA
68
Raymond James Financial Services Advisors
Florida
– -$226K -8,858 Closed
EH
69
Equitable Holdings
New York
– -$204K -8,000 Closed
FFWM
70
Future Financial Wealth Management
Ohio
– -$84K -3,300 Closed
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
– -$17K -654 Closed
BWL
72
Bogart Wealth LLC
Virginia
– -$13K -516 Closed
MCC
73
Money Concepts Capital
Florida
– -$11K -440 Closed
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
– -$7K -286 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
– -$4K -149 Closed
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