KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $41.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Sterneck Capital Management
Missouri
$1.42M
2
TC
2
TAP Consulting
Missouri
$5.4M
3
KAS
3
Kestra Advisory Services
Texas
$1.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.31M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.08M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$802K
2
AHC
2
Adell Harriman & Carpenter
Texas
$603K
3
CS
3
Credit Suisse
Switzerland
$0
4
WS
4
Wedbush Securities
California
$0
5
HT
5
HAP Trading
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.19M 353,365 -11,494 -3%
TC
2
TAP Consulting
Missouri
$5.4M 308,251 +78,195 +34%
Invesco
3
Invesco
Georgia
$5.24M 299,300 +37,800 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.31M 132,105 +61,340 +87%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.08M 118,970 +53,910 +83%
Bank of America
6
Bank of America
North Carolina
$2.04M 116,559 +4,252 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.9M 108,609 +2,547 +2%
UBS Group
8
UBS Group
Switzerland
$1.61M 91,589 +5,835 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.47M 84,079 -5,422 -6%
SCM
10
Sterneck Capital Management
Missouri
$1.42M 81,262 +81,262 New
BRWM
11
B. Riley Wealth Management
Tennessee
$1.36M 77,842 -250 -0.3%
KAS
12
Kestra Advisory Services
Texas
$1.36M 77,659 +77,659 New
NB
13
Northwest Bancshares
Pennsylvania
$1.07M 60,992 -262 -0.4%
MML Investors Services
14
MML Investors Services
Massachusetts
$897K 51,199 +2,202 +4%
AAS
15
Avantax Advisory Services
Texas
$802K 45,888 -99,664 -68%
TRCT
16
Tower Research Capital (TRC)
New York
$715K 40,793 +13,498 +49%
AHC
17
Adell Harriman & Carpenter
Texas
$603K 34,407 -42,001 -55%
Wells Fargo
18
Wells Fargo
California
$562K 32,089 -5,283 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$536K 30,600 -14,671 -32%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$413K 23,626 +1,100 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$401K 22,847 +9,737 +74%
Stifel Financial
22
Stifel Financial
Missouri
$373K 21,279 +1,756 +9%
Goldman Sachs
23
Goldman Sachs
New York
$294K 16,800 – –
1W
24
1776 Wealth
Georgia
$292K 16,650 -13,140 -44%
ASN
25
Advisory Services Network
Georgia
$259K 14,778 +2,683 +22%
1
2 3