KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

53 hedge funds and large institutions have $34.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
13
Closed
9
Calls
$101K
Puts
$34K
Net Calls
+$67K
Net Calls Change
-$208K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$516K
3
TC
3
TAP Consulting
Missouri
$5.54M
4
CCFM
4
Clear Creek Financial Management
Washington
$477K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$229K

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$17K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.45M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$255K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$475K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.53M 472,591 +39,329 +9%
TC
2
TAP Consulting
Missouri
$5.54M 306,718 +22,887 +8%
Morgan Stanley
3
Morgan Stanley
New York
$3.45M 191,247 -204,209 -52%
SWA
4
Strategies Wealth Advisors
Michigan
$2.34M 129,587 – –
Bank of America
5
Bank of America
North Carolina
$1.54M 85,591 +12,652 +17%
Ameriprise
6
Ameriprise
Minnesota
$1.54M 85,240 +5,806 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.26M 69,603 +2,739 +4%
Wells Fargo
8
Wells Fargo
California
$1.25M 69,014 +4,463 +7%
ACM
9
Anfield Capital Management
California
$1.02M 56,370 +3,864 +7%
UCFA
10
United Capital Financial Advisors
Texas
$966K 53,523 -1,398 -3%
BCI
11
Brinker Capital Investments
Pennsylvania
$952K 52,767 +349 +0.7%
OPS
12
Orion Portfolio Solutions
Nebraska
$952K 52,767 +349 +0.7%
Goldman Sachs
13
Goldman Sachs
New York
$516K 28,571 +28,571 New
CCFM
14
Clear Creek Financial Management
Washington
$477K 26,414 +14,419 +120%
Osaic Holdings
15
Osaic Holdings
Arizona
$475K 26,327 -35,325 -57%
TRCT
16
Tower Research Capital (TRC)
New York
$360K 19,963 +661 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$310K 17,147 -1,445 -8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$309K 17,135 +238 +1%
LI
19
LMCG Investments
Massachusetts
$283K 15,654 +1,608 +11%
MML Investors Services
20
MML Investors Services
Massachusetts
$255K 14,130 -39,666 -74%
RJA
21
Raymond James & Associates
Florida
$236K 13,072 +42 +0.3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$229K 12,689 +12,689 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$207K 11,456 -31,104 -73%
Millennium Management
24
Millennium Management
New York
$202K 11,167 +11,167 New
Two Sigma Investments
25
Two Sigma Investments
New York
$197K 10,900 -1,500 -12%
1
2 3