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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

61 hedge funds and large institutions have $49.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
25
Closed
10
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
-$78K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$1.91M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.23M
4
WP
4
WealthSource Partners
California
$1.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$715K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.11M
2
Wells Fargo
2
Wells Fargo
California
$1.42M
3
Jane Street
3
Jane Street
New York
$246K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.16M 430,104 -3,987 -0.9%
TC
2
TAP Consulting
Missouri
$4.42M 232,750 -8,124 -3%
Morgan Stanley
3
Morgan Stanley
New York
$4.38M 230,776 -12,801 -5%
Bank of America
4
Bank of America
North Carolina
$3.97M 209,204 +10,041 +5%
Invesco
5
Invesco
Georgia
$2.78M 146,400 -2,000 -1%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.11M 111,432 -94,425 -46%
PAG
7
Private Advisor Group
New Jersey
$1.91M 100,880 +100,880 New
WP
8
WealthSource Partners
California
$1.79M 94,295 +39,635 +73%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.74M 91,924 +11,868 +15%
ACM
10
Anfield Capital Management
California
$1.69M 88,892 -322 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.6M 84,185 -13,485 -14%
Wells Fargo
12
Wells Fargo
California
$1.42M 74,632 -77,687 -51%
Ameriprise
13
Ameriprise
Minnesota
$1.36M 71,435 -897 -1%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.23M 64,752 +48,148 +290%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.15M 60,728 -5,711 -9%
TRCT
16
Tower Research Capital (TRC)
New York
$1.11M 58,715 +17,563 +43%
UBS Group
17
UBS Group
Switzerland
$1.03M 54,315 +18,995 +54%
Goldman Sachs
18
Goldman Sachs
New York
$1.03M 54,331 +54,331 New
Citadel Advisors
19
Citadel Advisors
Florida
$715K 37,715 +21,329 +130%
BIM
20
Bullseye Investment Management
Ohio
$595K 31,396 +20,704 +194%
UCFA
21
United Capital Financial Advisors
Texas
$567K 29,890 +2,195 +8%
PPW
22
Parcion Private Wealth
Washington
$469K 24,700 – –
SIC
23
Samalin Investment Counsel
New York
$403K 21,261 -435 -2%
AWA
24
Alta Wealth Advisors
Massachusetts
$398K 20,978 – –
RJA
25
Raymond James & Associates
Florida
$389K 20,529 -12,564 -38%
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