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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $89.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
21
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$6.54M
2
TC
2
TAP Consulting
Missouri
$3.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.72M
4
GI
4
Gradient Investments
Minnesota
$11.5M
5
MWM
5
Merriman Wealth Management
Washington
$1.19M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.64M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.21M
4
TRCT
4
Tower Research Capital (TRC)
New York
$975K
5
UBS Group
5
UBS Group
Switzerland
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$11.5M 366,729 +62,792 +21%
LPL Financial
2
LPL Financial
California
$9.58M 306,850 +21,717 +8%
Invesco
3
Invesco
Georgia
$6.77M 216,900 -11,700 -5%
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$6.54M 213,347 +213,347 New
Bank of America
5
Bank of America
North Carolina
$5.78M 185,023 -11,203 -6%
AHC
6
Adell Harriman & Carpenter
Texas
$4.85M 155,196 -2,174 -1%
Wells Fargo
7
Wells Fargo
California
$4.38M 140,149 -30,751 -18%
Morgan Stanley
8
Morgan Stanley
New York
$3.64M 116,516 -16,747 -13%
TC
9
TAP Consulting
Missouri
$3.59M 115,040 +115,040 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.72M 86,936 +75,382 +652%
Ameriprise
11
Ameriprise
Minnesota
$2.44M 78,032 +9,371 +14%
UBS Group
12
UBS Group
Switzerland
$2.34M 74,834 -12,143 -14%
AG
13
Advisor Group
Arizona
$2.08M 66,652 +2,965 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.75M 56,055 +5,640 +11%
AWM
15
AE Wealth Management
Kansas
$1.37M 43,797 +5,023 +13%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.35M 43,156 -6,720 -13%
JA
17
JVL Associates
Michigan
$1.27M 40,602 +3,081 +8%
Citadel Advisors
18
Citadel Advisors
Florida
$1.21M 38,774 -16,089 -29%
Goldman Sachs
19
Goldman Sachs
New York
$1.2M 38,541 -55 -0.1%
MWM
20
Merriman Wealth Management
Washington
$1.19M 38,113 +38,113 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.07M 34,153 +23,381 +217%
CS
22
Credit Suisse
Switzerland
$991K 31,747 +9,581 +43%
TRCT
23
Tower Research Capital (TRC)
New York
$975K 31,220 -15,178 -33%
RJA
24
Raymond James & Associates
Florida
$899K 28,783 +20,955 +268%
AF
25
Advisornet Financial
Minnesota
$815K 26,092 +2,750 +12%
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