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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

75 hedge funds and large institutions have $86.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$3.4M
2
BRWM
2
B. Riley Wealth Management
Tennessee
$2.44M
3
ECA
3
Elevated Capital Advisors
Utah
$1.65M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.49M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$36K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AG
4
Advisor Group
Arizona
$1.08M
5
AF
5
Advisornet Financial
Minnesota
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.7M 344,341 +37,491 +12%
Invesco
2
Invesco
Georgia
$6.99M 223,900 +7,000 +3%
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$6.84M 219,252 +5,905 +3%
Bank of America
4
Bank of America
North Carolina
$6.15M 197,069 +12,046 +7%
Wells Fargo
5
Wells Fargo
California
$4.53M 145,211 +5,062 +4%
AHC
6
Adell Harriman & Carpenter
Texas
$4.36M 139,590 -15,606 -10%
TC
7
TAP Consulting
Missouri
$3.75M 120,033 +4,993 +4%
Morgan Stanley
8
Morgan Stanley
New York
$3.46M 110,910 -5,606 -5%
AAS
9
Avantax Advisory Services
Texas
$3.4M 108,498 +108,498 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.69M 86,249 -687 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$2.58M 82,760 +4,728 +6%
BRWM
12
B. Riley Wealth Management
Tennessee
$2.44M 78,092 +78,092 New
UBS Group
13
UBS Group
Switzerland
$2.2M 70,576 -4,258 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.78M 56,939 +884 +2%
ECA
15
Elevated Capital Advisors
Utah
$1.65M 52,735 +52,735 New
AWM
16
AE Wealth Management
Kansas
$1.63M 52,226 +8,429 +19%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.55M 49,701 +6,545 +15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.49M 47,628 +28,733 +152%
RJA
19
Raymond James & Associates
Florida
$1.33M 42,553 +13,770 +48%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.26M 40,289 +16,564 +70%
JA
21
JVL Associates
Michigan
$1.12M 35,773 -4,829 -12%
AG
22
Advisor Group
Arizona
$1.08M 34,736 -31,916 -48%
CS
23
Credit Suisse
Switzerland
$1.08M 34,683 +2,936 +9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$891K 28,546 -5,607 -16%
SS
25
Simplicity Solutions
Minnesota
$796K 25,519 +16,128 +172%
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