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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

66 hedge funds and large institutions have $59.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
24
Closed
9
Calls
$298K
Puts
$2K
Net Calls
+$296K
Net Calls Change
-$74K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.6M
2
GI
2
Gradient Investments
Minnesota
$3.96M
3
SWA
3
Strategies Wealth Advisors
Michigan
$2.53M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.09M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.26M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
WP
2
WealthSource Partners
California
$226K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$536K
4
Goldman Sachs
4
Goldman Sachs
New York
$344K
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15.6M 801,256 +592,052 +283%
LPL Financial
2
LPL Financial
California
$8.45M 433,683 +3,579 +0.8%
TC
3
TAP Consulting
Missouri
$4.26M 218,366 -14,384 -6%
Morgan Stanley
4
Morgan Stanley
New York
$4.23M 216,973 -13,803 -6%
GI
5
Gradient Investments
Minnesota
$3.96M 203,000 +202,923 +263,536%
SWA
6
Strategies Wealth Advisors
Michigan
$2.53M 129,587 +129,587 New
ACM
7
Anfield Capital Management
California
$1.85M 93,532 +4,640 +5%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.59M 81,799 -29,633 -27%
Wells Fargo
9
Wells Fargo
California
$1.38M 70,571 -4,061 -5%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.31M 66,986 +2,234 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.3M 66,781 -17,404 -21%
Citadel Advisors
12
Citadel Advisors
Florida
$1.26M 64,412 +26,697 +71%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.17M 59,921 -807 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.09M 55,678 +36,136 +185%
UCFA
15
United Capital Financial Advisors
Texas
$1.04M 53,605 +23,715 +79%
TRCT
16
Tower Research Capital (TRC)
New York
$982K 50,361 -8,354 -14%
UBS Group
17
UBS Group
Switzerland
$861K 44,202 -10,113 -19%
Ameriprise
18
Ameriprise
Minnesota
$811K 41,757 -29,678 -42%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$536K 27,514 -64,410 -70%
SIC
20
Samalin Investment Counsel
New York
$414K 21,256 -5 -0%
RJA
21
Raymond James & Associates
Florida
$387K 19,856 -673 -3%
N
22
Natixis
France
$353K 18,098 +18,098 New
AWA
23
Alta Wealth Advisors
Massachusetts
$347K 17,827 -3,151 -15%
Goldman Sachs
24
Goldman Sachs
New York
$344K 17,640 -36,691 -68%
Stifel Financial
25
Stifel Financial
Missouri
$344K 17,636 -2,000 -10%
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