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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

57 hedge funds and large institutions have $52.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
12
Closed
9
Calls
$102K
Puts
$70K
Net Calls
+$32K
Net Calls Change
-$36K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$8.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.64M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.58M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.58M
5
TC
5
TAP Consulting
Missouri
$5.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.17M
2
GI
2
Gradient Investments
Minnesota
$109K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$333K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.07M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$8.6M 478,971 +478,971 New
LPL Financial
2
LPL Financial
California
$8M 445,598 +1,416 +0.3%
TC
3
TAP Consulting
Missouri
$5.3M 295,262 +31,187 +12%
Morgan Stanley
4
Morgan Stanley
New York
$4.07M 226,496 -21,451 -9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.64M 202,449 +202,365 +240,911%
BCI
6
Brinker Capital Investments
Pennsylvania
$2.58M 143,444 +143,444 New
OPS
7
Orion Portfolio Solutions
Nebraska
$2.58M 143,444 +143,444 New
SWA
8
Strategies Wealth Advisors
Michigan
$2.33M 129,587 – –
ACM
9
Anfield Capital Management
California
$1.69M 94,366 -4,640 -5%
Wells Fargo
10
Wells Fargo
California
$1.63M 90,971 +15,433 +20%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.45M 80,970 +1,813 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.22M 68,181 +9,786 +17%
Bank of America
13
Bank of America
North Carolina
$1.17M 65,059 -650,302 -91%
Ameriprise
14
Ameriprise
Minnesota
$1.16M 64,654 -15,394 -19%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.15M 64,098 -10,233 -14%
UCFA
16
United Capital Financial Advisors
Texas
$1.12M 62,605 +8,665 +16%
Stifel Financial
17
Stifel Financial
Missouri
$453K 25,229 +4,032 +19%
RJA
18
Raymond James & Associates
Florida
$353K 19,636 +366 +2%
UBS Group
19
UBS Group
Switzerland
$335K 18,655 -5,168 -22%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$333K 18,530 -37,709 -67%
TRCT
21
Tower Research Capital (TRC)
New York
$300K 16,694 +8,711 +109%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$294K 16,349 +3,782 +30%
PA
23
PFG Advisors
Arizona
$265K 14,739 +344 +2%
N
24
Natixis
France
$246K 13,681 -890 -6%
PPW
25
Parcion Private Wealth
Washington
$225K 12,510 – –
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