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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

37 hedge funds and large institutions have $30.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.24M
2
UBS Group
2
UBS Group
Switzerland
$3.44M
3
LPL Financial
3
LPL Financial
California
$2.49M
4
VFS
4
VSR Financial Services
Kansas
$1.01M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.58M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$394K
2
Jane Street
2
Jane Street
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$1.41M
4
NFG
4
Next Financial Group
Texas
$7K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.24M 235,619 +208,240 +761%
UBS Group
2
UBS Group
Switzerland
$3.44M 98,276 +98,276 New
Goldman Sachs
3
Goldman Sachs
New York
$2.91M 83,098 – –
LPL Financial
4
LPL Financial
California
$2.49M 71,164 +44,388 +166%
AHC
5
Adell Harriman & Carpenter
Texas
$2.33M 66,603 +10,303 +18%
GI
6
Gradient Investments
Minnesota
$1.7M 48,481 +8,996 +23%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.58M 45,197 +25,026 +124%
Bank of America
8
Bank of America
North Carolina
$1.41M 40,201 -14,133 -26%
VFS
9
VSR Financial Services
Kansas
$1.01M 28,833 +28,833 New
CA
10
Cetera Advisors
Colorado
$604K 17,400 -1,553 -8%
Stifel Financial
11
Stifel Financial
Missouri
$507K 14,505 +248 +2%
Ameriprise
12
Ameriprise
Minnesota
$492K 14,069 +1,598 +13%
VKH
13
Virtu KCG Holdings
New York
$476K 13,601 +763 +6%
AIG
14
American International Group
New York
$468K 13,384 +7,910 +145%
Wells Fargo
15
Wells Fargo
California
$431K 12,303 +4,291 +54%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$394K 11,266 -67,505 -86%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$302K 8,627 -2,159 -20%
SI
18
SII Investments
Wisconsin
$265K 7,578 +7,578 New
IH
19
IFC Holdings
Florida
$242K 6,842 +24 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$240K 6,862 -352 -5%
HPBT
21
High Point Bank & Trust
North Carolina
$213K 6,087 +6,087 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$210K 5,993 +5,993 New
BCI
23
Brinker Capital Investments
Pennsylvania
$103K 2,944 +776 +36%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$103K 2,939 +1,215 +70%
Invesco
25
Invesco
Georgia
$64K 1,842 +1,747 +1,839%
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