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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

69 hedge funds and large institutions have $78.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$2.83M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.32M
3
SS
3
Simplicity Solutions
Minnesota
$2.41M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$789K

Top Sellers

1
Invesco
1
Invesco
Georgia
$6.69M
2
RJA
2
Raymond James & Associates
Florida
$228K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
Wells Fargo
4
Wells Fargo
California
$6.06M
5
UBS Group
5
UBS Group
Switzerland
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$7.32M 271,590 +7,537 +3%
Invesco
2
Invesco
Georgia
$6.69M 248,100 -378,036 -60%
LPL Financial
3
LPL Financial
California
$6.26M 232,117 +15,115 +7%
Wells Fargo
4
Wells Fargo
California
$6.06M 224,705 -40,535 -15%
Bank of America
5
Bank of America
North Carolina
$4.84M 179,425 -15,414 -8%
AHC
6
Adell Harriman & Carpenter
Texas
$4.43M 164,310 -4,790 -3%
Morgan Stanley
7
Morgan Stanley
New York
$4.32M 160,372 -42,667 -21%
AG
8
Advisor Group
Arizona
$4M 148,537 -18,315 -11%
Citadel Advisors
9
Citadel Advisors
Florida
$3.32M 122,953 +90,871 +283%
PP
10
Prudential plc
United Kingdom
$2.83M 104,800 +104,800 New
UBS Group
11
UBS Group
Switzerland
$2.51M 93,111 -37,282 -29%
AWM
12
AE Wealth Management
Kansas
$2.41M 89,286 +2,340 +3%
SS
13
Simplicity Solutions
Minnesota
$2.41M 89,286 +89,286 New
Ameriprise
14
Ameriprise
Minnesota
$1.95M 72,314 -3,505 -5%
TRCT
15
Tower Research Capital (TRC)
New York
$1.91M 70,690 +55,678 +371%
JA
16
JVL Associates
Michigan
$1.36M 50,623 -13,856 -21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.23M 45,788 +8,434 +23%
Jane Street
18
Jane Street
New York
$1.15M 42,493 -33,027 -44%
MWM
19
Merriman Wealth Management
Washington
$1.13M 39,438 -1,830 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.12M 41,651 +3,689 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.04M 38,571 -4,692 -11%
OAM
22
Occidental Asset Management
California
$1.02M 37,734 -141 -0.4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$789K 29,261 +29,261 New
AllianceBernstein
24
AllianceBernstein
Tennessee
$686K 25,438 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$678K 24,901 -568 -2%
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