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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

55 hedge funds and large institutions have $44M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
19
Closed
10
Calls
$276K
Puts
$17K
Net Calls
+$259K
Net Calls Change
+$227K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.69M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$540K
4
Bessemer Group
4
Bessemer Group
New Jersey
$8.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$387K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$31.7K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.06M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$1.11M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$8.79M 503,470 +24,499 +5%
LPL Financial
2
LPL Financial
California
$7.6M 435,082 -10,516 -2%
TC
3
TAP Consulting
Missouri
$5.04M 288,724 -6,538 -2%
Morgan Stanley
4
Morgan Stanley
New York
$3.71M 212,761 -13,735 -6%
SWA
5
Strategies Wealth Advisors
Michigan
$2.26M 129,587 – –
Ameriprise
6
Ameriprise
Minnesota
$1.69M 96,666 +32,012 +50%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.67M 95,474 +31,376 +49%
ACM
8
Anfield Capital Management
California
$1.63M 93,400 -966 -1%
Bank of America
9
Bank of America
North Carolina
$1.33M 75,889 +10,830 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.15M 65,780 -2,401 -4%
Wells Fargo
11
Wells Fargo
California
$1.11M 63,377 -27,594 -30%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.09M 62,173 -18,797 -23%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.06M 60,726 -82,718 -58%
OPS
14
Orion Portfolio Solutions
Nebraska
$1.06M 60,726 -82,718 -58%
UCFA
15
United Capital Financial Advisors
Texas
$1.03M 58,746 -3,859 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$540K 30,956 +30,956 New
TRCT
17
Tower Research Capital (TRC)
New York
$458K 26,247 +9,553 +57%
Citadel Advisors
18
Citadel Advisors
Florida
$387K 22,183 +19,197 +643%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$340K 19,459 +929 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$310K 17,750 +1,401 +9%
RJA
21
Raymond James & Associates
Florida
$263K 15,081 -4,555 -23%
N
22
Natixis
France
$239K 13,723 +42 +0.3%
WWG
23
West Wealth Group
California
$203K 11,630 -277 -2%
UBS Group
24
UBS Group
Switzerland
$202K 11,542 -7,113 -38%
Stifel Financial
25
Stifel Financial
Missouri
$186K 10,647 -14,582 -58%
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