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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

57 hedge funds and large institutions have $52.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
12
Closed
9
Calls
$102K
Puts
$70K
Net Calls
+$32K
Net Calls Change
-$36K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$8.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.64M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.58M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.58M
5
TC
5
TAP Consulting
Missouri
$5.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.17M
2
GI
2
Gradient Investments
Minnesota
$109K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$333K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.07M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$1.1K 61 – –
KFI
52
Key Financial Inc
Pennsylvania
$1.01K 56 – –
VWM
53
Venturi Wealth Management
Texas
$898 50 +50 New
EWM
54
EPG Wealth Management
Georgia
$772 43 – –
RFG
55
RFP Financial Group
Georgia
$467 26 +26 New
FFA
56
Founders Financial Alliance
North Carolina
$449 25 – –
GWSA
57
Global Wealth Strategies & Associates
Colorado
– – – –
SWP
58
Stratos Wealth Partners
Ohio
– – -20,139 Closed
SIC
59
Samalin Investment Counsel
New York
– – -17,754 Closed
PAG
60
Private Advisor Group
New Jersey
– – -15,393 Closed
Jane Street
61
Jane Street
New York
– – -13,802 Closed
CCFM
62
Clear Creek Financial Management
Washington
– – -11,834 Closed
ASN
63
Advisory Services Network
Georgia
– – -11,213 Closed
AAS
64
Ameritas Advisory Services
Nebraska
– – -6,562 Closed
AWA
65
Alaska Wealth Advisors
Alaska
– – -759 Closed
BAM
66
Belpointe Asset Management
Nevada
– – -600 Closed
AW
67
Avion Wealth
Texas
$0 25 – –
1 2
3