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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

38 hedge funds and large institutions have $87.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7M
2
AHC
2
Adell Harriman & Carpenter
Texas
$4.77M
3
RJA
3
Raymond James & Associates
Florida
$877K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.75M
5
PAG
5
Private Advisory Group
Washington
$314K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.31M
2
UCFA
2
United Capital Financial Advisors
Texas
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$4.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$25.5M 677,436 -23,291 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.31M 220,668 -744,708 -77%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.3M 230,404 -9,675 -4%
LPL Financial
4
LPL Financial
California
$7M 184,434 +40,412 +28%
CCA
5
Clearwater Capital Advisors
Illinois
$5.14M 135,459 -5,579 -4%
Bank of America
6
Bank of America
North Carolina
$4.86M 129,071 -23,360 -15%
AHC
7
Adell Harriman & Carpenter
Texas
$4.77M 126,802 +12,200 +11%
GI
8
Gradient Investments
Minnesota
$4.76M 126,407 +4,678 +4%
UBS Group
9
UBS Group
Switzerland
$4.2M 111,580 +6,116 +6%
Morgan Stanley
10
Morgan Stanley
New York
$2.75M 72,986 +8,455 +13%
MFS
11
MSI Financial Services
Massachusetts
$2.3M 61,026 -16,101 -21%
Wells Fargo
12
Wells Fargo
California
$1.76M 46,670 +7,175 +18%
AG
13
Advisor Group
Arizona
$1.23M 32,687 +5,237 +19%
Jane Street
14
Jane Street
New York
$991K 26,323 -9,508 -27%
RJA
15
Raymond James & Associates
Florida
$877K 23,302 +10,817 +87%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$798K 21,208 -519 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$747K 19,847 +3,067 +18%
CA
18
Cetera Advisors
Colorado
$577K 15,339 -1,038 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$524K 13,918 -2,214 -14%
Stifel Financial
20
Stifel Financial
Missouri
$490K 13,108 -13,444 -51%
PAG
21
Private Advisory Group
Washington
$314K 8,325 +8,325 New
Ameriprise
22
Ameriprise
Minnesota
$313K 8,328 -809 -9%
WP
23
WealthSource Partners
California
$231K 6,134 +100 +2%
IA
24
IFP Advisors
Florida
$182K 4,840 +2,949 +156%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$146K 3,873 -15,282 -80%
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