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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $109M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.56M
2
LPL Financial
2
LPL Financial
California
$7.35M
3
MWM
3
Merriman Wealth Management
Washington
$1.4M
4
OAM
4
Occidental Asset Management
California
$1.28M
5
UBS Group
5
UBS Group
Switzerland
$4.42M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
Bank of America
2
Bank of America
North Carolina
$6.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GI
5
Gradient Investments
Minnesota
$8.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$21.2M 626,136 -8,026 -1%
Wells Fargo
2
Wells Fargo
California
$8.98M 265,240 +4,290 +2%
GI
3
Gradient Investments
Minnesota
$8.94M 264,053 -18,204 -6%
LPL Financial
4
LPL Financial
California
$7.35M 217,002 +52,178 +32%
Morgan Stanley
5
Morgan Stanley
New York
$6.88M 203,039 +13,451 +7%
Bank of America
6
Bank of America
North Carolina
$6.6M 194,839 -88,297 -31%
AHC
7
Adell Harriman & Carpenter
Texas
$5.73M 169,100 +7,800 +5%
AG
8
Advisor Group
Arizona
$5.65M 166,852 +21,323 +15%
UBS Group
9
UBS Group
Switzerland
$4.42M 130,393 +35,367 +37%
AWM
10
AE Wealth Management
Kansas
$2.94M 86,946 +4,504 +5%
Ameriprise
11
Ameriprise
Minnesota
$2.56M 75,819 +13,000 +21%
Jane Street
12
Jane Street
New York
$2.56M 75,520 +75,520 New
JA
13
JVL Associates
Michigan
$2.18M 64,479 +2,027 +3%
RJA
14
Raymond James & Associates
Florida
$2.1M 62,007 +22,847 +58%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.46M 43,263 +4,110 +10%
MWM
16
Merriman Wealth Management
Washington
$1.4M 41,268 +41,268 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.29M 37,962 +697 +2%
OAM
18
Occidental Asset Management
California
$1.28M 37,875 +37,875 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.27M 37,354 -37,079 -50%
Citadel Advisors
20
Citadel Advisors
Florida
$1.09M 32,082 +32,082 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$861K 25,438 -2,860 -10%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$859K 25,469 +3,006 +13%
CCA
23
Clearwater Capital Advisors
Illinois
$822K 24,271 -146 -0.6%
AF
24
Advisornet Financial
Minnesota
$811K 23,942 -1,000 -4%
CAN
25
Cetera Advisor Networks
California
$659K 19,359 +19,359 New
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