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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $71.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.16M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.39M
4
LPL Financial
4
LPL Financial
California
$8.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.65M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AG
2
Advisor Group
Arizona
$1.92M
3
AWM
3
AE Wealth Management
Kansas
$1.17M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$5.14M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$9.13M 303,937 +54,099 +22%
LPL Financial
2
LPL Financial
California
$8.57M 285,133 +28,712 +11%
Invesco
3
Invesco
Georgia
$6.87M 228,600 +5,600 +3%
Bank of America
4
Bank of America
North Carolina
$5.9M 196,226 +13,131 +7%
Wells Fargo
5
Wells Fargo
California
$5.14M 170,900 -39,125 -19%
AHC
6
Adell Harriman & Carpenter
Texas
$4.73M 157,370 -5,950 -4%
Morgan Stanley
7
Morgan Stanley
New York
$4.01M 133,263 -1,737 -1%
UBS Group
8
UBS Group
Switzerland
$2.61M 86,977 -7,935 -8%
Ameriprise
9
Ameriprise
Minnesota
$2.06M 68,661 +3,207 +5%
AG
10
Advisor Group
Arizona
$1.92M 63,687 -48,412 -43%
Citadel Advisors
11
Citadel Advisors
Florida
$1.65M 54,863 +26,092 +91%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.52M 50,415 +2,013 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.5M 49,876 -600 -1%
TRCT
14
Tower Research Capital (TRC)
New York
$1.39M 46,398 +33,606 +263%
AWM
15
AE Wealth Management
Kansas
$1.17M 38,774 -43,054 -53%
Goldman Sachs
16
Goldman Sachs
New York
$1.16M 38,596 +38,596 New
JA
17
JVL Associates
Michigan
$1.13M 37,521 -16,837 -31%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$803K 26,786 +653 +2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$764K 25,438 – –
AF
20
Advisornet Financial
Minnesota
$701K 23,342 +2,400 +11%
CAN
21
Cetera Advisor Networks
California
$695K 23,133 +6,893 +42%
CS
22
Credit Suisse
Switzerland
$666K 22,166 +11,046 +99%
AWCI
23
Alpine Woods Capital Investors
New York
$631K 21,000 – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$573K 19,051 +5,793 +44%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$572K 19,054 -9,170 -32%
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