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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $59.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
24
Closed
9
Calls
$298K
Puts
$2K
Net Calls
+$296K
Net Calls Change
-$74K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.6M
2
GI
2
Gradient Investments
Minnesota
$3.96M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.26M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.04M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
WP
2
WealthSource Partners
California
$226K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$536K
4
Goldman Sachs
4
Goldman Sachs
New York
$344K
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$6K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$5.85K – – –
BCMLT
53
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.57K – – –
GWM
54
Geneos Wealth Management
Colorado
$4.95K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$4K +$4K +189 New
LC
56
Lindbrook Capital
California
$2.83K – – –
CA
57
CoreCap Advisors
Michigan
$1.44K +$1.44K +74 New
PA
58
Parallel Advisors
California
$1.19K -$19 -1 -2%
KFI
59
Key Financial Inc
Pennsylvania
$1.06K – – –
EWM
60
EPG Wealth Management
Georgia
$838 – – –
RFG
61
RFP Financial Group
Georgia
$507 +$507 +26 New
FFA
62
Founders Financial Alliance
North Carolina
$487 – – –
PAG
63
Private Advisor Group
New Jersey
$300 -$1.67K -85,487 -85%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$39 -$1.27K -65 -97%
NA
65
NewEdge Advisors
Louisiana
$6 +$6 +293 New
Invesco
66
Invesco
Georgia
– -$2.78M -146,400 Closed
BIM
67
Bullseye Investment Management
Ohio
– -$595K -31,396 Closed
Jane Street
68
Jane Street
New York
– -$246K -12,987 Closed
Renaissance Technologies
69
Renaissance Technologies
New York
– -$241K -12,700 Closed
SIAG
70
Safeguard Investment Advisory Group
California
– -$192K -10,173 Closed
PTC
71
Private Trust Company
Ohio
– -$10K -505 Closed
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
– -$6K -329 Closed
CAAS
73
Capital Asset Advisory Services
Michigan
– -$6K -290 Closed
LTI
74
Laffer Tengler Investments
Tennessee
– -$739 -39 Closed
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