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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

72 hedge funds and large institutions have $73.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
24
Closed
14
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
+$451K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.88M
3
ACM
3
Anfield Capital Management
California
$2.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M
5
Jane Street
5
Jane Street
New York
$795K

Top Sellers

1
CP
1
Castleview Partners
Texas
$63K
2
TC
2
TAP Consulting
Missouri
$6.39M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.98M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.5M 413,891 +14,466 +4%
TC
2
TAP Consulting
Missouri
$6.39M 250,582 -42,221 -14%
Morgan Stanley
3
Morgan Stanley
New York
$5.98M 234,865 -22,919 -9%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.85M 229,726 +51,797 +29%
Ameriprise
5
Ameriprise
Minnesota
$4.99M 195,870 +3,820 +2%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.88M 191,578 +98,773 +106%
Wells Fargo
7
Wells Fargo
California
$4.5M 176,421 +111,485 +172%
Bank of America
8
Bank of America
North Carolina
$4.43M 173,721 +17,607 +11%
Invesco
9
Invesco
Georgia
$4.04M 158,500 -15,600 -9%
ACM
10
Anfield Capital Management
California
$2.14M 83,995 +83,995 New
SWA
11
Strategies Wealth Advisors
Michigan
$2.14M 83,799 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.69M 66,403 -11,844 -15%
TRCT
13
Tower Research Capital (TRC)
New York
$1.32M 51,831 -19,468 -27%
WP
14
WealthSource Partners
California
$1.29M 50,560 +2,250 +5%
UBS Group
15
UBS Group
Switzerland
$1.04M 40,916 +403 +1%
Jane Street
16
Jane Street
New York
$795K 31,211 +31,211 New
FTUS
17
Flow Traders U.S.
New York
$653K 25,613 +3,941 +18%
SWP
18
Stratos Wealth Partners
Ohio
$635K 24,937 -5,712 -19%
PPW
19
Parcion Private Wealth
Washington
$629K 24,700 – –
BCI
20
Brinker Capital Investments
Pennsylvania
$620K 24,345 -2,131 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$602K 23,638 -516 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$564K 22,157 -195 -0.9%
Stifel Financial
23
Stifel Financial
Missouri
$540K 21,187 – –
AWA
24
Alta Wealth Advisors
Massachusetts
$535K 20,978 +72 +0.3%
N
25
Natixis
France
$446K 17,517 +717 +4%
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