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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $133M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
Wells Fargo
2
Wells Fargo
California
$8.68M
3
Bank of America
3
Bank of America
North Carolina
$8.95M
4
GFPC
4
Global Financial Private Capital
Florida
$1.33M
5
UBS Group
5
UBS Group
Switzerland
$6.79M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$3.34M
2
Invesco
2
Invesco
Georgia
$25.9M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5M
4
ASN
4
Advisory Services Network
Georgia
$29K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$25.9M 691,748 -21,624 -3%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M 401,908 +251,511 +167%
GI
3
Gradient Investments
Minnesota
$11.5M 306,630 +20,950 +7%
Bank of America
4
Bank of America
North Carolina
$8.95M 238,575 +54,666 +30%
Wells Fargo
5
Wells Fargo
California
$8.68M 231,432 +95,024 +70%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.09M 215,643 +9,377 +5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$7.42M 197,735 +1,275 +0.6%
LPL Financial
8
LPL Financial
California
$7.31M 194,995 -510 -0.3%
UBS Group
9
UBS Group
Switzerland
$6.79M 180,972 +22,855 +14%
AHC
10
Adell Harriman & Carpenter
Texas
$5.75M 153,352 -475 -0.3%
CCA
11
Clearwater Capital Advisors
Illinois
$3.34M 88,521 -35,480 -29%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.66M 70,973 +5,635 +9%
AG
13
Advisor Group
Arizona
$2.58M 68,708 +14,151 +26%
AllianceBernstein
14
AllianceBernstein
Tennessee
$2.08M 55,394 +3,706 +7%
RJA
15
Raymond James & Associates
Florida
$2.06M 55,032 -1,063 -2%
AWM
16
AE Wealth Management
Kansas
$1.97M 52,475 +10,363 +25%
Ameriprise
17
Ameriprise
Minnesota
$1.5M 39,871 -20,717 -34%
GFPC
18
Global Financial Private Capital
Florida
$1.33M 35,442 +35,442 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.2M 32,080 +2,069 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$962K 25,651 +16,761 +189%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$772K 20,593 +2,444 +13%
RIA
22
Regal Investment Advisors
Michigan
$715K 19,060 +1,518 +9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$684K 18,237 +1,196 +7%
LFAS
24
Level Four Advisory Services
Texas
$661K 17,630 +17,630 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$602K 16,061 -2,491 -13%
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