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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

52 hedge funds and large institutions have $113M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.43M
2
Bank of America
2
Bank of America
North Carolina
$6.85M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.6M
4
AWM
4
AE Wealth Management
Kansas
$1.57M
5
GI
5
Gradient Investments
Minnesota
$10.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$452K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.32M
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$331K
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$26.6M 713,372 +26,109 +4%
GI
2
Gradient Investments
Minnesota
$10.6M 285,680 +40,356 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.68M 206,266 -8,065 -4%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$7.32M 196,460 -18,884 -9%
LPL Financial
5
LPL Financial
California
$7.28M 195,505 -9,311 -5%
Bank of America
6
Bank of America
North Carolina
$6.85M 183,909 +51,434 +39%
UBS Group
7
UBS Group
Switzerland
$5.89M 158,117 +23,808 +18%
AHC
8
Adell Harriman & Carpenter
Texas
$5.73M 153,827 +15,375 +11%
Morgan Stanley
9
Morgan Stanley
New York
$5.6M 150,397 +46,050 +44%
Wells Fargo
10
Wells Fargo
California
$5.08M 136,408 +21,997 +19%
CCA
11
Clearwater Capital Advisors
Illinois
$4.51M 124,001 -3,027 -2%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.43M 65,338 +65,338 New
Ameriprise
13
Ameriprise
Minnesota
$2.24M 60,588 +40,040 +195%
RJA
14
Raymond James & Associates
Florida
$2.09M 56,095 +2,768 +5%
AG
15
Advisor Group
Arizona
$2.03M 54,557 +25,207 +86%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.93M 51,688 +39,003 +307%
AWM
17
AE Wealth Management
Kansas
$1.57M 42,112 +42,112 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.12M 30,011 +3,614 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$691K 18,552 -1,238 -6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$676K 18,149 +9,342 +106%
RIA
21
Regal Investment Advisors
Michigan
$653K 17,542 +983 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$635K 17,041 +2,964 +21%
ASN
23
Advisory Services Network
Georgia
$573K 15,388 -4,750 -24%
Jane Street
24
Jane Street
New York
$452K 12,143 -33,043 -73%
CA
25
Cetera Advisors
Colorado
$434K 11,711 -1,730 -13%
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