KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

55 hedge funds and large institutions have $51.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
17
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWL
1
Bogart Wealth LLC
Virginia
$1.43M
2
TC
2
TAP Consulting
Missouri
$7.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.19M
4
KAS
4
Kestra Advisory Services
Texas
$3.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.93M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Invesco
2
Invesco
Georgia
$4.57M
3
NB
3
Northwest Bancshares
Pennsylvania
$480K
4
1W
4
1776 Wealth
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.85M 350,312 +7,540 +2%
TC
2
TAP Consulting
Missouri
$7.69M 343,208 +55,971 +19%
Invesco
3
Invesco
Georgia
$4.57M 203,700 -38,100 -16%
Morgan Stanley
4
Morgan Stanley
New York
$3.93M 175,389 +30,093 +21%
KAS
5
Kestra Advisory Services
Texas
$3.42M 152,501 +37,664 +33%
Ameriprise
6
Ameriprise
Minnesota
$2.53M 110,229 +5,576 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.45M 109,392 +23,103 +27%
Bank of America
8
Bank of America
North Carolina
$2.44M 108,688 -6,572 -6%
SCM
9
Sterneck Capital Management
Missouri
$2.32M 103,587 +16,466 +19%
UBS Group
10
UBS Group
Switzerland
$1.92M 85,431 -3,887 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.68M 75,154 -1,611 -2%
BWL
12
Bogart Wealth LLC
Virginia
$1.43M 63,796 +63,796 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.19M 53,036 +42,270 +393%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.1M 48,894 -3,466 -7%
Stifel Financial
15
Stifel Financial
Missouri
$554K 24,717 +2,043 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$519K 23,132 +15,867 +218%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$507K 22,667 +137 +0.6%
NB
18
Northwest Bancshares
Pennsylvania
$480K 21,432 -14,866 -41%
AWA
19
Alta Wealth Advisors
Massachusetts
$472K 21,077 +420 +2%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$375K 16,739 -628 -4%
N
21
Natixis
France
$363K 16,200 +16,200 New
SIC
22
Samalin Investment Counsel
New York
$358K 16,006 +3,585 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$283K 12,635 -120 -0.9%
BF
24
BOK Financial
Oklahoma
$282K 12,583 – –
SIAG
25
Safeguard Investment Advisory Group
California
$256K 11,440 +313 +3%
1
2 3