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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 19 closing their positions.

Holders
56
Holders Change
-19
Holders Change %
-25.33%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
25
Reduced
11
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.18M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.27M
3
1W
3
1776 Wealth
Georgia
$1.28M
4
HT
4
HAP Trading
New York
$559K
5
TC
5
TAP Consulting
Missouri
$2.54M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.04M 364,216 +19,875 +6%
Invesco
2
Invesco
Georgia
$5.18M 312,700 +88,800 +40%
Bank of America
3
Bank of America
North Carolina
$3.65M 220,152 +23,083 +12%
TC
4
TAP Consulting
Missouri
$2.54M 153,210 +33,177 +28%
Wells Fargo
5
Wells Fargo
California
$2.42M 146,121 +910 +0.6%
AHC
6
Adell Harriman & Carpenter
Texas
$2.16M 130,108 -9,482 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.11M 127,479 +16,569 +15%
AAS
8
Avantax Advisory Services
Texas
$2.1M 126,859 +18,361 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.53M 91,971 +5,722 +7%
Ameriprise
10
Ameriprise
Minnesota
$1.37M 84,087 +1,327 +2%
UBS Group
11
UBS Group
Switzerland
$1.36M 82,099 +11,523 +16%
BRWM
12
B. Riley Wealth Management
Tennessee
$1.3M 78,425 +333 +0.4%
1W
13
1776 Wealth
Georgia
$1.28M 55,060 +29,625 +116%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.27M 76,391 +76,391 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$955K 57,624 +685 +1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$918K 55,411 +26,865 +94%
MML Investors Services
17
MML Investors Services
Massachusetts
$838K 50,556 +855 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$705K 42,576 -5,052 -11%
CS
19
Credit Suisse
Switzerland
$611K 36,852 +2,169 +6%
JA
20
JVL Associates
Michigan
$597K 36,015 +242 +0.7%
HT
21
HAP Trading
New York
$559K 33,758 +33,758 New
WS
22
Wedbush Securities
California
$444K 26,825 +2,435 +10%
Jane Street
23
Jane Street
New York
$304K 18,339 +9,679 +112%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$294K 17,760 +1,757 +11%
AWCI
25
Alpine Woods Capital Investors
New York
$265K 16,000 – –
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