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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

71 hedge funds and large institutions have $81.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.86M
2
CS
2
Credit Suisse
Switzerland
$341K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.55M
4
Stifel Financial
4
Stifel Financial
Missouri
$261K
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.03M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$883K
2
PP
2
Prudential plc
United Kingdom
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$392K
4
AG
4
Advisor Group
Arizona
$3.44M
5
OAM
5
Occidental Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.86M 256,421 +24,304 +10%
GI
2
Gradient Investments
Minnesota
$7.66M 249,838 -21,752 -8%
Invesco
3
Invesco
Georgia
$6.84M 223,000 -25,100 -10%
Wells Fargo
4
Wells Fargo
California
$6.44M 210,025 -14,680 -7%
Bank of America
5
Bank of America
North Carolina
$5.62M 183,095 +3,670 +2%
AHC
6
Adell Harriman & Carpenter
Texas
$5.01M 163,320 -990 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$4.14M 135,000 -25,372 -16%
AG
8
Advisor Group
Arizona
$3.44M 112,099 -36,438 -25%
UBS Group
9
UBS Group
Switzerland
$2.91M 94,912 +1,801 +2%
TC
10
TAP Consulting
Missouri
$2.55M 83,030 +83,030 New
AWM
11
AE Wealth Management
Kansas
$2.51M 81,828 -7,458 -8%
SS
12
Simplicity Solutions
Minnesota
$2.51M 81,828 -7,458 -8%
Ameriprise
13
Ameriprise
Minnesota
$2.01M 65,454 -6,860 -9%
ECA
14
Elevated Capital Advisors
Utah
$1.91M 110,356 +110,356 New
JA
15
JVL Associates
Michigan
$1.67M 54,358 +3,735 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.55M 50,476 +8,825 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.48M 48,402 +2,614 +6%
MWM
18
Merriman Wealth Management
Washington
$1.22M 39,813 +375 +1%
CWM
19
Cornerstone Wealth Management
Missouri
$1.03M 10,786 +2,431 +29%
Jane Street
20
Jane Street
New York
$971K 31,651 -10,842 -26%
Citadel Advisors
21
Citadel Advisors
Florida
$883K 28,771 -94,182 -77%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$865K 28,224 -10,347 -27%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$803K 26,133 +1,232 +5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$780K 25,438 – –
AWCI
25
Alpine Woods Capital Investors
New York
$644K 21,000 – –
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