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Invesco KBW Premium Yield Equity REIT ETF

57 hedge funds and large institutions have $55M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
18
Closed
13
Calls
$125K
Puts
$57K
Net Calls
+$68K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.54K -$3.97K -216 -72%
PA
52
Parallel Advisors
California
$1.12K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.03K +$10 +561 +1%
KFI
54
Key Financial Inc
Pennsylvania
$1.03K
EWM
55
EPG Wealth Management
Georgia
$790
FFA
56
Founders Financial Alliance
North Carolina
$460
GWSA
57
Global Wealth Strategies & Associates
Colorado
$4
BCI
58
Brinker Capital Investments
Pennsylvania
-$1.31M -66,986 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
-$536K -27,514 Closed
Goldman Sachs
60
Goldman Sachs
New York
-$344K -17,640 Closed
OPS
61
Orion Portfolio Solutions
Nebraska
-$231K -11,875 Closed
WP
62
WealthSource Partners
California
-$226K -11,575 Closed
MCC
63
Money Concepts Capital
Florida
-$41.1K -2,111 Closed
PIMG
64
Patriot Investment Management Group
Tennessee
-$22.6K -1,041 Closed
BCMLT
65
Beacon Capital Management LLC (Tennessee)
Tennessee
-$5.57K -286 Closed
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
-$4K -189 Closed
IA
67
IFP Advisors
Florida
-$6K -175 Closed
LC
68
Lindbrook Capital
California
-$2.83K -145 Closed
RFG
69
RFP Financial Group
Georgia
-$507 -26 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
-$39 -2 Closed