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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

46 hedge funds and large institutions have $101M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$9.25M
2
Wells Fargo
2
Wells Fargo
California
$4.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.93M
4
RJA
4
Raymond James & Associates
Florida
$2.01M
5
UBS Group
5
UBS Group
Switzerland
$5.06M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$8.12M
2
CCA
2
Clearwater Capital Advisors
Illinois
$4.74M
3
PAG
3
Private Advisory Group
Washington
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.08M
5
AG
5
Advisor Group
Arizona
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$25.9M 687,263 +9,827 +1%
GI
2
Gradient Investments
Minnesota
$9.25M 245,324 +118,917 +94%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.12M 215,344 -15,060 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.08M 214,331 -6,337 -3%
LPL Financial
5
LPL Financial
California
$7.71M 204,816 +20,382 +11%
AHC
6
Adell Harriman & Carpenter
Texas
$5.22M 138,452 +11,650 +9%
UBS Group
7
UBS Group
Switzerland
$5.06M 134,309 +22,729 +20%
Bank of America
8
Bank of America
North Carolina
$4.99M 132,475 +3,404 +3%
CCA
9
Clearwater Capital Advisors
Illinois
$4.74M 127,028 -8,431 -6%
Wells Fargo
10
Wells Fargo
California
$4.31M 114,411 +67,741 +145%
Morgan Stanley
11
Morgan Stanley
New York
$3.93M 104,347 +31,361 +43%
RJA
12
Raymond James & Associates
Florida
$2.01M 53,327 +30,025 +129%
Jane Street
13
Jane Street
New York
$1.7M 45,186 +18,863 +72%
AG
14
Advisor Group
Arizona
$1.11M 29,350 -3,337 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$995K 26,397 +6,550 +33%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$805K 21,349 +21,349 New
ASN
17
Advisory Services Network
Georgia
$759K 20,138 +20,138 New
Ameriprise
18
Ameriprise
Minnesota
$753K 20,548 +12,220 +147%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$746K 19,790 -1,418 -7%
RIA
20
Regal Investment Advisors
Michigan
$624K 16,559 +16,559 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$531K 14,077 +159 +1%
CA
22
Cetera Advisors
Colorado
$504K 13,441 -1,898 -12%
Stifel Financial
23
Stifel Financial
Missouri
$497K 13,356 +248 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$478K 12,685 +12,685 New
Millennium Management
25
Millennium Management
New York
$449K 11,900 +11,900 New
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