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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

60 hedge funds and large institutions have $135M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$29.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.72M
3
AG
3
Advisor Group
Arizona
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$9.36M
5
VF
5
Virtu Financial
New York
$757K

Top Sellers

1
GFPC
1
Global Financial Private Capital
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
RJA
4
Raymond James & Associates
Florida
$1.29M
5
GI
5
Gradient Investments
Minnesota
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$29.3M 826,327 +134,579 +19%
Morgan Stanley
2
Morgan Stanley
New York
$13.3M 376,285 -25,623 -6%
GI
3
Gradient Investments
Minnesota
$10.3M 291,447 -15,183 -5%
Wells Fargo
4
Wells Fargo
California
$9.36M 264,282 +32,850 +14%
Bank of America
5
Bank of America
North Carolina
$8.68M 245,162 +6,587 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.28M 233,731 +18,088 +8%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$6.98M 197,126 -609 -0.3%
LPL Financial
8
LPL Financial
California
$6.4M 180,737 -14,258 -7%
UBS Group
9
UBS Group
Switzerland
$6.37M 179,776 -1,196 -0.7%
AHC
10
Adell Harriman & Carpenter
Texas
$5.49M 155,052 +1,700 +1%
AG
11
Advisor Group
Arizona
$3.8M 107,353 +38,645 +56%
AllianceBernstein
12
AllianceBernstein
Tennessee
$3.72M 105,145 +49,751 +90%
CCA
13
Clearwater Capital Advisors
Illinois
$2.93M 82,853 -5,668 -6%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.89M 81,491 +10,518 +15%
JA
15
JVL Associates
Michigan
$2.27M 64,106 +64,106 New
AWM
16
AE Wealth Management
Kansas
$2.09M 59,068 +6,593 +13%
Ameriprise
17
Ameriprise
Minnesota
$1.55M 43,738 +3,867 +10%
RJA
18
Raymond James & Associates
Florida
$1.29M 36,400 -18,632 -34%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.26M 35,488 +3,408 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$987K 27,879 +9,642 +53%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$773K 21,820 +1,227 +6%
VF
22
Virtu Financial
New York
$757K 21,388 +21,388 New
RIA
23
Regal Investment Advisors
Michigan
$732K 20,678 +1,618 +8%
LFAS
24
Level Four Advisory Services
Texas
$667K 18,835 +1,205 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$604K 17,077 +1,016 +6%
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