KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

63 hedge funds and large institutions have $60.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
20
Closed
14
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
-$3K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.77M
2
SWA
2
Strategies Wealth Advisors
Michigan
$2.86M
3
UCFA
3
United Capital Financial Advisors
Texas
$612K
4
Bank of America
4
Bank of America
North Carolina
$4.4M
5
BIM
5
Bullseye Investment Management
Ohio
$553K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.16M
2
Ameriprise
2
Ameriprise
Minnesota
$1.62M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
N
4
Natixis
France
$0
5
CF
5
Centaurus Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.59M 434,091 +20,200 +5%
Morgan Stanley
2
Morgan Stanley
New York
$5.38M 243,577 +8,712 +4%
TC
3
TAP Consulting
Missouri
$5.32M 240,874 -9,708 -4%
MML Investors Services
4
MML Investors Services
Massachusetts
$4.55M 205,857 +14,279 +7%
Bank of America
5
Bank of America
North Carolina
$4.4M 199,163 +25,442 +15%
Wells Fargo
6
Wells Fargo
California
$3.36M 152,319 -24,102 -14%
Invesco
7
Invesco
Georgia
$3.28M 148,400 -10,100 -6%
SWA
8
Strategies Wealth Advisors
Michigan
$2.86M 129,587 +45,788 +55%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.16M 97,670 -132,056 -57%
ACM
10
Anfield Capital Management
California
$1.97M 89,214 +5,219 +6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.77M 80,056 +56,418 +239%
Ameriprise
12
Ameriprise
Minnesota
$1.62M 72,332 -123,538 -63%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.47M 66,439 +36 +0.1%
WP
14
WealthSource Partners
California
$1.21M 54,660 +4,100 +8%
Jane Street
15
Jane Street
New York
$980K 44,380 +13,169 +42%
TRCT
16
Tower Research Capital (TRC)
New York
$909K 41,152 -10,679 -21%
UBS Group
17
UBS Group
Switzerland
$780K 35,320 -5,596 -14%
RJA
18
Raymond James & Associates
Florida
$731K 33,093 +17,835 +117%
UCFA
19
United Capital Financial Advisors
Texas
$612K 27,695 +27,695 New
PPW
20
Parcion Private Wealth
Washington
$564K 24,700 – –
BIM
21
Bullseye Investment Management
Ohio
$553K 10,692 +10,692 New
SWP
22
Stratos Wealth Partners
Ohio
$522K 23,647 -1,290 -5%
FTUS
23
Flow Traders U.S.
New York
$505K 22,865 -2,748 -11%
SIC
24
Samalin Investment Counsel
New York
$479K 21,696 +4,740 +28%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$468K 21,214 -943 -4%
1
2 3 4