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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $48.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
11
Closed
8
Calls
$111K
Puts
$16K
Net Calls
+$95K
Net Calls Change
+$95K

Top Buyers

1
FTS
1
Fifth Third Securities
Ohio
$3.89M
2
RAS
2
RPS Advisory Solutions
Kentucky
$1.65M
3
Wells Fargo
3
Wells Fargo
California
$2.75M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.84M
5
Ameriprise
5
Ameriprise
Minnesota
$1.82M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$1.36M
3
Millennium Management
3
Millennium Management
New York
$0
4
TC
4
TAP Consulting
Missouri
$5.75M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.5M 585,698 +22,176 +4%
LPL Financial
2
LPL Financial
California
$9.77M 545,694 +28,505 +6%
TC
3
TAP Consulting
Missouri
$5.75M 321,151 -13,174 -4%
FTS
4
Fifth Third Securities
Ohio
$3.89M 217,040 +96,603 +80%
Wells Fargo
5
Wells Fargo
California
$2.75M 153,326 +68,300 +80%
Raymond James Financial
6
Raymond James Financial
Florida
$2.73M 152,397 +152,397 New
Two Sigma Investments
7
Two Sigma Investments
New York
$1.84M 102,647 +60,547 +144%
Ameriprise
8
Ameriprise
Minnesota
$1.82M 101,739 +47,111 +86%
RAS
9
RPS Advisory Solutions
Kentucky
$1.65M 92,175 +92,175 New
Bank of America
10
Bank of America
North Carolina
$1.36M 75,768 -19,059 -20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.33M 74,474 -562 -0.7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$782K 43,653 +43,653 New
UCFA
13
United Capital Financial Advisors
Texas
$712K 39,768 -1,170 -3%
LI
14
LMCG Investments
Massachusetts
$579K 32,346 +11,438 +55%
Osaic Holdings
15
Osaic Holdings
Arizona
$450K 25,127 +2,019 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$331K 18,507 +1,388 +8%
CF
17
Centaurus Financial
California
$288K 16,105 -8,910 -36%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$281K 15,706 -271 -2%
CCFM
19
Clear Creek Financial Management
Washington
$259K 14,442 -1,078 -7%
SFP
20
Sandbox Financial Partners
Maryland
$248K 13,857 +75 +0.5%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$220K 12,308 +10,942 +801%
SOS
22
Silver Oak Securities
Tennessee
$204K 11,543 +11,543 New
MML Investors Services
23
MML Investors Services
Massachusetts
$199K 11,113 +544 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$163K 9,089 +9,089 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$83K 4,608 -726 -14%
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