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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

47 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.9M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$888K
3
CF
3
Centaurus Financial
California
$528K
4
LPL Financial
4
LPL Financial
California
$10.9M
5
Millennium Management
5
Millennium Management
New York
$249K

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$350K
2
FTS
2
Fifth Third Securities
Ohio
$2.54M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$327K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.9M 563,522 +365,406 +184%
LPL Financial
2
LPL Financial
California
$10.9M 517,189 +19,700 +4%
TC
3
TAP Consulting
Missouri
$7.05M 334,325 +5,633 +2%
FTS
4
Fifth Third Securities
Ohio
$2.54M 120,437 -10,443 -8%
Bank of America
5
Bank of America
North Carolina
$2M 94,827 +7,302 +8%
Wells Fargo
6
Wells Fargo
California
$1.79M 85,026 -1,977 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.58M 75,036 +2,511 +3%
Ameriprise
8
Ameriprise
Minnesota
$1.15M 54,628 +833 +2%
Two Sigma Investments
9
Two Sigma Investments
New York
$888K 42,100 +42,100 New
UCFA
10
United Capital Financial Advisors
Texas
$864K 40,938 -3,035 -7%
CF
11
Centaurus Financial
California
$528K 25,015 +25,015 New
Osaic Holdings
12
Osaic Holdings
Arizona
$488K 23,108 -191 -0.8%
LI
13
LMCG Investments
Massachusetts
$441K 20,908 +1,357 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$361K 17,119 – –
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$350K 16,572 -27,703 -63%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$337K 15,977 -270 -2%
CCFM
17
Clear Creek Financial Management
Washington
$327K 15,520 -6,320 -29%
SFP
18
Sandbox Financial Partners
Maryland
$291K 13,782 +2,027 +17%
Millennium Management
19
Millennium Management
New York
$249K 11,820 +11,820 New
MML Investors Services
20
MML Investors Services
Massachusetts
$223K 10,569 -4,352 -29%
Jane Street
21
Jane Street
New York
$220K 10,415 +10,415 New
PBF
22
Petix & Botte Financial
California
$206K 9,784 +9,784 New
RJA
23
Raymond James & Associates
Florida
$206K 9,780 +9,780 New
SWM
24
Spire Wealth Management
Virginia
$116K 5,501 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$113K 5,334 +1,948 +58%
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