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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

22 hedge funds and large institutions have $9.95M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$453K
2
AHC
2
Adell Harriman & Carpenter
Texas
$1.52M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$272K
4
GI
4
Gradient Investments
Minnesota
$510K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$198K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$316K
3
U
3
UBS
Switzerland
$205K
4
TH
4
Timber Hill
Connecticut
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$2.6M 83,098 – –
AHC
2
Adell Harriman & Carpenter
Texas
$1.52M 48,400 +9,800 +25%
Bank of America
3
Bank of America
North Carolina
$935K 29,861 +1,412 +5%
LPL Financial
4
LPL Financial
California
$883K 28,199 +998 +4%
Morgan Stanley
5
Morgan Stanley
New York
$645K 20,581 -6,541 -24%
CA
6
Cetera Advisors
Colorado
$619K 19,632 -211 -1%
GI
7
Gradient Investments
Minnesota
$510K 16,294 +7,193 +79%
Stifel Financial
8
Stifel Financial
Missouri
$453K 14,460 +14,460 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$316K 10,088 -24,820 -71%
Ameriprise
10
Ameriprise
Minnesota
$277K 8,853 -1,014 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$272K 8,670 +8,670 New
Wells Fargo
12
Wells Fargo
California
$243K 7,771 -3,187 -29%
U
13
UBS
Switzerland
$205K 6,538 -19,929 -75%
BRWA
14
B. Riley Wealth Advisors
Florida
$198K 6,320 +6,320 New
AIG
15
American International Group
New York
$75.8K 2,419 +363 +18%
MFS
16
MSI Financial Services
Massachusetts
$65K 2,080 -1,752 -46%
BJ
17
Brouwer & Janachowski
California
$45K 1,440 +1,440 New
NES
18
New England Securities
New York
$41K 1,300 – –
BCI
19
Brinker Capital Investments
Pennsylvania
$22K 695 +695 New
FBT
20
Founders Bank & Trust
Michigan
$19K 595 – –
US Bancorp
21
US Bancorp
Minnesota
$4K 130 – –
AC
22
Alexandria Capital
Virginia
$3K 100 – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– – -96,718 Closed
TH
24
Timber Hill
Connecticut
– – -11,304 Closed
VKH
25
Virtu KCG Holdings
New York
– – -10,131 Closed
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