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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $68.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Strategies Wealth Advisors
Michigan
$2.15M
2
Goldman Sachs
2
Goldman Sachs
New York
$970K
3
WP
3
WealthSource Partners
California
$1.24M
4
SWP
4
Stratos Wealth Partners
Ohio
$787K
5
PPW
5
Parcion Private Wealth
Washington
$639K

Top Sellers

1
SCM
1
Sterneck Capital Management
Missouri
$233K
2
FTUS
2
Flow Traders U.S.
New York
$557K
3
Bank of America
3
Bank of America
North Carolina
$4.01M
4
UBS Group
4
UBS Group
Switzerland
$1.04M
5
HT
5
HAP Trading
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.3M 399,425 +11,317 +3%
TC
2
TAP Consulting
Missouri
$7.52M 292,803 +5,788 +2%
Morgan Stanley
3
Morgan Stanley
New York
$6.62M 257,784 +15,981 +7%
Ameriprise
4
Ameriprise
Minnesota
$4.93M 192,050 +19,891 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.57M 177,929 +20,144 +13%
Invesco
6
Invesco
Georgia
$4.47M 174,100 -18,600 -10%
Bank of America
7
Bank of America
North Carolina
$4.01M 156,114 -35,268 -18%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.38M 92,805 +9,966 +12%
SWA
9
Strategies Wealth Advisors
Michigan
$2.15M 83,799 +83,799 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.01M 78,247 +3,219 +4%
TRCT
11
Tower Research Capital (TRC)
New York
$1.83M 71,299 -19,390 -21%
Wells Fargo
12
Wells Fargo
California
$1.67M 64,936 +8,631 +15%
WP
13
WealthSource Partners
California
$1.24M 48,310 +31,960 +195%
UBS Group
14
UBS Group
Switzerland
$1.04M 40,513 -26,943 -40%
Goldman Sachs
15
Goldman Sachs
New York
$970K 37,792 +37,792 New
SWP
16
Stratos Wealth Partners
Ohio
$787K 30,649 +30,649 New
BCI
17
Brinker Capital Investments
Pennsylvania
$680K 26,476 -575 -2%
CF
18
Centaurus Financial
California
$660K 25,688 -1,890 -7%
PPW
19
Parcion Private Wealth
Washington
$639K 24,700 +24,700 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$620K 24,154 -140 -0.6%
Citadel Advisors
21
Citadel Advisors
Florida
$590K 22,957 -148 -0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$574K 22,352 -962 -4%
RJA
23
Raymond James & Associates
Florida
$571K 22,241 +3,539 +19%
FTUS
24
Flow Traders U.S.
New York
$557K 21,672 -48,116 -69%
Stifel Financial
25
Stifel Financial
Missouri
$544K 21,187 -4,747 -18%
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