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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

24 hedge funds and large institutions have $17.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$885K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$427K
3
TH
3
Timber Hill
Connecticut
$225K
4
AHC
4
Adell Harriman & Carpenter
Texas
$1.02M
5
MFS
5
MSI Financial Services
Massachusetts
$229K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.49M
2
U
2
UBS
Switzerland
$777K
3
Wells Fargo
3
Wells Fargo
California
$4.5M
4
Bank of America
4
Bank of America
North Carolina
$601K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$642K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.5M 151,006 -83,593 -36%
Morgan Stanley
2
Morgan Stanley
New York
$4.49M 150,537 -214,875 -59%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.11M 37,267 -53,048 -59%
AHC
4
Adell Harriman & Carpenter
Texas
$1.02M 34,100 +5,700 +20%
VKH
5
Virtu KCG Holdings
New York
$885K 29,684 +29,684 New
LPL Financial
6
LPL Financial
California
$850K 27,821 -2,514 -8%
U
7
UBS
Switzerland
$777K 26,075 -157,645 -86%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$642K 21,552 -64,708 -75%
Bank of America
9
Bank of America
North Carolina
$601K 20,154 -66,060 -77%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$427K 14,338 +14,338 New
SNC
11
Stifel Nicolaus & Co
Missouri
$373K 12,510 -17,258 -58%
Ameriprise
12
Ameriprise
Minnesota
$241K 8,075 +2,000 +33%
MFS
13
MSI Financial Services
Massachusetts
$229K 7,682 +4,272 +125%
TH
14
Timber Hill
Connecticut
$225K 7,535 +7,535 New
IH
15
IFC Holdings
Florida
$219K 7,266 +20 +0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$214K 7,181 +325 +5%
SCM
17
Southport Capital Management
Tennessee
$213K 7,136 -17 -0.2%
Citigroup
18
Citigroup
New York
$49K 1,642 +300 +22%
NES
19
New England Securities
New York
$46K 1,539 – –
FBT
20
Founders Bank & Trust
Michigan
$20K 675 -95 -12%
AIG
21
American International Group
New York
$12K 402 -1,397 -78%
GI
22
Gradient Investments
Minnesota
$10K 342 +342 New
US Bancorp
23
US Bancorp
Minnesota
$4K 130 +130 New
AC
24
Alexandria Capital
Virginia
$3K 100 – –
VFS
25
VSR Financial Services
Kansas
– – -40,517 Closed
1
2