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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

56 hedge funds and large institutions have $42.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
AWA
3
Alta Wealth Advisors
Massachusetts
$428K
4
Ameriprise
4
Ameriprise
Minnesota
$2.17M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$360K

Top Sellers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$0
2
Invesco
2
Invesco
Georgia
$5.01M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.79M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.59M
5
AAS
5
Avantax Advisory Services
Texas
$231K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.1M 342,772 -10,593 -3%
TC
2
TAP Consulting
Missouri
$5.95M 287,237 -21,014 -7%
Invesco
3
Invesco
Georgia
$5.01M 241,800 -57,500 -19%
Morgan Stanley
4
Morgan Stanley
New York
$3.01M 145,296 +36,687 +34%
Bank of America
5
Bank of America
North Carolina
$2.39M 115,260 -1,299 -1%
KAS
6
Kestra Advisory Services
Texas
$2.37M 114,837 +37,178 +48%
Ameriprise
7
Ameriprise
Minnesota
$2.17M 104,653 +20,574 +24%
UBS Group
8
UBS Group
Switzerland
$1.85M 89,318 -2,271 -2%
SCM
9
Sterneck Capital Management
Missouri
$1.8M 87,121 +5,859 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.79M 86,289 -45,816 -35%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.59M 76,765 -42,205 -35%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.08M 52,360 +1,161 +2%
TRCT
13
Tower Research Capital (TRC)
New York
$1.04M 50,396 +9,603 +24%
NB
14
Northwest Bancshares
Pennsylvania
$752K 36,298 -24,694 -40%
Stifel Financial
15
Stifel Financial
Missouri
$470K 22,674 +1,395 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$466K 22,530 -1,096 -5%
AWA
17
Alta Wealth Advisors
Massachusetts
$428K 20,657 +20,657 New
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$360K 17,367 +17,367 New
1W
19
1776 Wealth
Georgia
$302K 14,100 -2,550 -15%
AHC
20
Adell Harriman & Carpenter
Texas
$294K 14,200 -20,207 -59%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$264K 12,755 -927 -7%
BF
22
BOK Financial
Oklahoma
$261K 12,583 – –
SIC
23
Samalin Investment Counsel
New York
$257K 12,421 +12,421 New
AAS
24
Avantax Advisory Services
Texas
$231K 11,111 -34,777 -76%
SIAG
25
Safeguard Investment Advisory Group
California
$230K 11,127 +11,127 New
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