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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $109M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.56M
2
LPL Financial
2
LPL Financial
California
$7.35M
3
MWM
3
Merriman Wealth Management
Washington
$1.4M
4
OAM
4
Occidental Asset Management
California
$1.28M
5
UBS Group
5
UBS Group
Switzerland
$4.42M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Bank of America
2
Bank of America
North Carolina
$6.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GI
5
Gradient Investments
Minnesota
$8.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
76
Virtu Financial
New York
– -$236K -6,599 Closed
WP
77
WealthSource Partners
California
– -$205K -5,724 Closed
IAS
78
IMA Advisory Services
Colorado
– -$56K -1,557 Closed
CF
79
Centaurus Financial
California
– -$9K -251 Closed
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
– -$1K -24 Closed
1 2 3
4