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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

57 hedge funds and large institutions have $55M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
18
Closed
13
Calls
$125K
Puts
$57K
Net Calls
+$68K
Net Calls Change
-$228K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$7.06M
2
TC
2
TAP Consulting
Missouri
$4.85M
3
Ameriprise
3
Ameriprise
Minnesota
$1.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.56M
5
Jane Street
5
Jane Street
New York
$254K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$31.1K
4
TRCT
4
Tower Research Capital (TRC)
New York
$147K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13.1M 715,361 -85,895 -11%
LPL Financial
2
LPL Financial
California
$8.16M 444,182 +10,499 +2%
GI
3
Gradient Investments
Minnesota
$7.06M 383,893 +180,893 +89%
TC
4
TAP Consulting
Missouri
$4.85M 264,075 +45,709 +21%
Morgan Stanley
5
Morgan Stanley
New York
$4.56M 247,947 +30,974 +14%
SWA
6
Strategies Wealth Advisors
Michigan
$2.38M 129,587 – –
ACM
7
Anfield Capital Management
California
$1.82M 99,006 +5,474 +6%
Ameriprise
8
Ameriprise
Minnesota
$1.47M 80,048 +38,291 +92%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.46M 79,157 -2,642 -3%
Wells Fargo
10
Wells Fargo
California
$1.39M 75,538 +4,967 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.37M 74,331 +7,550 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M 58,395 -1,526 -3%
UCFA
13
United Capital Financial Advisors
Texas
$991K 53,940 +335 +0.6%
UBS Group
14
UBS Group
Switzerland
$438K 23,823 -20,379 -46%
Stifel Financial
15
Stifel Financial
Missouri
$390K 21,197 +3,561 +20%
SWP
16
Stratos Wealth Partners
Ohio
$370K 20,139 +7,753 +63%
RJA
17
Raymond James & Associates
Florida
$354K 19,270 -586 -3%
SIC
18
Samalin Investment Counsel
New York
$326K 17,754 -3,502 -16%
AWA
19
Alta Wealth Advisors
Massachusetts
$325K 17,664 -163 -0.9%
PAG
20
Private Advisor Group
New Jersey
$283K 15,393 – –
N
21
Natixis
France
$268K 14,571 -3,527 -19%
PA
22
PFG Advisors
Arizona
$265K 14,395 +520 +4%
Jane Street
23
Jane Street
New York
$254K 13,802 +13,802 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$231K 12,567 -792 -6%
PPW
25
Parcion Private Wealth
Washington
$230K 12,510 – –
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