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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

44 hedge funds and large institutions have $153M invested in Invesco KBW Premium Yield Equity REIT ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
22
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$24.4M
3
NCM
3
Niemann Capital Management
Nevada
$16M
4
Invesco
4
Invesco
Georgia
$25.1M
5
UBS Group
5
UBS Group
Switzerland
$3.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$884K
2
LPL Financial
2
LPL Financial
California
$5.02M
3
UR
3
USCA RIA
Texas
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.61M
5
WP
5
WealthSource Partners
California
$216K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.6M 965,376 +721,861 +296%
Invesco
2
Invesco
Georgia
$25.1M 700,727 +236,160 +51%
UCFA
3
United Capital Financial Advisors
Texas
$24.4M 679,152 +679,152 New
NCM
4
Niemann Capital Management
Nevada
$16M 446,889 +446,889 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.61M 240,079 -6,989 -3%
Bank of America
6
Bank of America
North Carolina
$5.47M 152,431 +33,367 +28%
LPL Financial
7
LPL Financial
California
$5.02M 144,022 -15,192 -10%
CCA
8
Clearwater Capital Advisors
Illinois
$4.92M 141,038 -1,943 -1%
GI
9
Gradient Investments
Minnesota
$4.37M 121,729 +11,927 +11%
AHC
10
Adell Harriman & Carpenter
Texas
$4.11M 114,602 +27,202 +31%
UBS Group
11
UBS Group
Switzerland
$3.78M 105,464 +81,085 +333%
MFS
12
MSI Financial Services
Massachusetts
$2.77M 77,127 +15,222 +25%
Morgan Stanley
13
Morgan Stanley
New York
$2.32M 64,531 +43,870 +212%
Wells Fargo
14
Wells Fargo
California
$1.42M 39,495 +14,933 +61%
Jane Street
15
Jane Street
New York
$1.29M 35,831 +17,168 +92%
AG
16
Advisor Group
Arizona
$985K 27,450 +10,663 +64%
Stifel Financial
17
Stifel Financial
Missouri
$952K 26,552 +10,850 +69%
Goldman Sachs
18
Goldman Sachs
New York
$884K 24,640 -58,537 -70%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$779K 21,727 +2,004 +10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$687K 19,155 +14,762 +336%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$602K 16,780 +1,185 +8%
CA
22
Cetera Advisors
Colorado
$592K 16,377 -1,306 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$579K 16,132 +1,961 +14%
BRWA
24
B. Riley Wealth Advisors
Florida
$522K 14,525 -52 -0.4%
RJA
25
Raymond James & Associates
Florida
$448K 12,485 +1,217 +11%
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