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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

59 hedge funds and large institutions have $102M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.75M
2
Ameriprise
2
Ameriprise
Minnesota
$3.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.02M
4
AG
4
Advisor Group
Arizona
$4.19M
5
AWS
5
AJ Wealth Strategies
New York
$559K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.72M
4
UBS Group
4
UBS Group
Switzerland
$2.96M
5
CCA
5
Clearwater Capital Advisors
Illinois
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$24.1M 770,867 -55,460 -7%
GI
2
Gradient Investments
Minnesota
$9.16M 293,636 +2,189 +0.8%
Wells Fargo
3
Wells Fargo
California
$8.01M 256,724 -7,558 -3%
Bank of America
4
Bank of America
North Carolina
$7.8M 250,003 +4,841 +2%
Morgan Stanley
5
Morgan Stanley
New York
$6.86M 219,886 -156,399 -42%
LPL Financial
6
LPL Financial
California
$5.08M 162,868 -17,869 -10%
AHC
7
Adell Harriman & Carpenter
Texas
$4.88M 156,452 +1,400 +0.9%
AG
8
Advisor Group
Arizona
$4.19M 134,223 +26,870 +25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.72M 116,585 -117,146 -50%
Ameriprise
10
Ameriprise
Minnesota
$3.09M 99,223 +55,485 +127%
UBS Group
11
UBS Group
Switzerland
$2.96M 94,908 -84,868 -47%
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.71M 86,698 -18,447 -18%
AWM
13
AE Wealth Management
Kansas
$2.27M 72,742 +13,674 +23%
JA
14
JVL Associates
Michigan
$2M 64,106 – –
Jane Street
15
Jane Street
New York
$1.75M 56,217 +56,217 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.58M 50,779 -146,347 -74%
RJA
17
Raymond James & Associates
Florida
$1.12M 35,885 -515 -1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.02M 32,754 +32,754 New
MML Investors Services
19
MML Investors Services
Massachusetts
$967K 30,997 -50,494 -62%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$951K 30,499 -4,989 -14%
CCA
21
Clearwater Capital Advisors
Illinois
$765K 24,527 -58,326 -70%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$704K 22,568 -5,311 -19%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$701K 22,463 +643 +3%
AWS
24
AJ Wealth Strategies
New York
$559K 17,910 +17,910 New
RIA
25
Regal Investment Advisors
Michigan
$509K 16,312 -4,366 -21%
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