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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

43 hedge funds and large institutions have $30.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 17 closing their positions.

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
12
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$2.33M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$789K
3
LPL Financial
3
LPL Financial
California
$8.87M
4
TC
4
TAP Consulting
Missouri
$5.86M
5
Wells Fargo
5
Wells Fargo
California
$1.55M

Top Sellers

1
SWA
1
Strategies Wealth Advisors
Michigan
$0
2
ACM
2
Anfield Capital Management
California
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
Ameriprise
5
Ameriprise
Minnesota
$950K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.87M 497,489 +24,898 +5%
TC
2
TAP Consulting
Missouri
$5.86M 328,692 +21,974 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.53M 198,116 +6,869 +4%
FTS
4
Fifth Third Securities
Ohio
$2.33M 130,880 +130,880 New
Bank of America
5
Bank of America
North Carolina
$1.56M 87,525 +1,934 +2%
Wells Fargo
6
Wells Fargo
California
$1.55M 87,003 +17,989 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.29M 72,525 +2,922 +4%
Ameriprise
8
Ameriprise
Minnesota
$950K 53,795 -31,445 -37%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$789K 44,275 +31,586 +249%
UCFA
10
United Capital Financial Advisors
Texas
$784K 43,973 -9,550 -18%
Osaic Holdings
11
Osaic Holdings
Arizona
$415K 23,299 -3,028 -12%
CCFM
12
Clear Creek Financial Management
Washington
$389K 21,840 -4,574 -17%
LI
13
LMCG Investments
Massachusetts
$349K 19,551 +3,897 +25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$305K 17,119 -16 -0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$290K 16,247 -900 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$266K 14,921 +791 +6%
SFP
17
Sandbox Financial Partners
Maryland
$210K 11,755 +1,143 +11%
ACA
18
Aptus Capital Advisors
Alabama
$141K 7,914 +333 +4%
SWM
19
Spire Wealth Management
Virginia
$98.1K 5,501 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$60K 3,386 +1,039 +44%
TRCT
21
Tower Research Capital (TRC)
New York
$54.7K 3,070 -16,893 -85%
UBS Group
22
UBS Group
Switzerland
$41.7K 2,336 -2,556 -52%
CIAS
23
Capital Investment Advisory Services
North Carolina
$28.6K 1,604 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$24.2K 1,359 +1,359 New
EWA
25
EverSource Wealth Advisors
Alabama
$19.8K 994 -340 -25%
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