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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $86.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$3.4M
2
BRWM
2
B. Riley Wealth Management
Tennessee
$2.44M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.49M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.26M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$36K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AG
4
Advisor Group
Arizona
$1.08M
5
AF
5
Advisornet Financial
Minnesota
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
76
HAP Trading
New York
– -$320K -10,246 Closed
CCA
77
Clearwater Capital Advisors
Illinois
– -$249K -7,974 Closed
CAC
78
Certified Advisory Corp
Florida
– -$62K -2,000 Closed
FAAS
79
First Allied Advisory Services
California
– -$56K -1,755 Closed
IA
80
IFP Advisors
Florida
– -$9K -300 Closed
1 2 3
4