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Invesco KBW Premium Yield Equity REIT ETF (KBWY) Institutional Ownership

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$17.38
-0.06 (-0.34%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$13.20M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$14.87M
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KBWY Institutional Buying and Selling by Quarter

Invesco KBW Premium Yield Equity REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 TAP Consulting LLC306,718$5.54M1.2%+8.1%2.778%
4/15/2024 Sandbox Financial Partners LLC10,612$192K0.1%N/A0.097%
4/15/2024 Future Financial Wealth Managment LLC1,600$29K0.0%N/A0.015%
2/9/2024Advisory Services Network LLC7,963$161K0.0%N/A0.068%
2/9/2024Orion Portfolio Solutions LLC52,418$1.05M0.0%-13.7%0.446%
2/9/2024EverSource Wealth Advisors LLC1,334$27K0.0%-38.6%0.011%
2/8/2024Lmcg Investments LLC14,046$283K0.0%N/A0.119%
2/6/2024Spire Wealth Management5,501$103K0.0%-14.0%0.047%
2/2/2024Anfield Capital Management LLC52,506$1.06M0.6%-43.8%0.443%
2/2/2024 TAP Consulting LLC283,831$5.73M1.4%-1.7%2.397%
2/1/2024Capital Investment Advisory Services LLC2,839$57K0.0%-21.5%0.024%
1/25/2024 International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024 International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024Clear Creek Financial Management LLC11,995$242K0.0%N/A0.101%
1/16/2024 Raymond James & Associates13,030$263K0.0%-13.6%0.110%
12/5/2023 TAP Consulting LLC288,724$5.04M1.3%-2.2%2.551%
11/14/2023Tower Research Capital LLC TRC26,247$458K0.0%+57.2%0.232%
11/13/2023LPL Financial LLC435,082$7.60M0.0%-2.4%3.843%
11/6/2023Anfield Capital Management LLC93,400$1.63M0.8%-1.0%0.825%
11/1/2023Orion Portfolio Solutions LLC60,726$1.06M0.0%-57.7%0.536%
10/27/2023 Gradient Investments LLC3,457$60K0.0%-43.2%0.031%
10/26/2023Castleview Partners LLC1,469$26K0.0%-42.2%0.013%
10/24/2023 Raymond James & Associates15,081$263K0.0%-23.2%0.131%
10/24/2023Cambridge Investment Research Advisors Inc.17,750$310K0.0%+8.6%0.154%
10/23/2023Commonwealth Equity Services LLC19,459$340K0.0%+5.0%0.169%
8/11/2023Natixis13,681$246K0.0%-6.1%0.112%
8/10/2023Bessemer Group Inc.478,971$8.60M0.0%N/A3.923%
8/4/2023Envestnet Asset Management Inc.68,181$1.23M0.0%+16.8%0.558%
7/31/2023LPL Financial LLC445,598$8.00M0.0%+0.3%3.649%
7/19/2023 TAP Consulting LLC295,262$5.30M1.3%+11.8%2.418%
7/17/2023Alta Wealth Advisors LLC10,255$184K0.1%-41.9%0.084%
7/13/2023Cambridge Investment Research Advisors Inc.16,349$294K0.0%+30.1%0.134%
7/11/2023 Gradient Investments LLC6,083$109K0.0%-98.4%0.050%
5/11/2023EverSource Wealth Advisors LLC2,172$40K0.0%-26.1%0.019%
5/10/2023Private Advisor Group LLC15,393$283K0.0%N/A0.132%
5/10/2023LPL Financial LLC444,182$8.16M0.0%+2.4%3.800%
5/9/2023Aptus Capital Advisors LLC5,223$96K0.0%N/A0.045%
5/9/2023Tower Research Capital LLC TRC7,983$147K0.0%-84.1%0.068%
5/9/2023Samalin Investment Counsel LLC17,754$326K0.2%-16.5%0.152%
5/4/2023Anfield Capital Management LLC13,656$251K0.1%-85.4%0.113%
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4/28/2023Ameritas Advisory Services LLC6,562$121K0.0%-45.4%0.054%
4/27/2023 Stratos Wealth Partners LTD.20,139$370K0.0%+62.6%0.166%
4/20/2023Clear Creek Financial Management LLC11,834$218K0.0%-17.7%0.093%
4/18/2023 TAP Consulting LLC264,075$4.85M1.2%+20.9%2.081%
4/17/2023 Gradient Investments LLC383,893$7.06M0.2%+89.1%3.025%
4/14/2023 Raymond James & Associates19,270$354K0.0%-3.0%0.154%
2/10/2023Ameritas Advisory Services LLC12,016$234K0.0%N/A0.094%
2/10/2023Parcion Private Wealth LLC12,510$244K0.0%-49.4%0.097%
2/10/2023Wealthsource Partners LLC11,575$226K0.0%-87.7%0.090%
2/9/2023EverSource Wealth Advisors LLC2,938$57K0.0%-28.2%0.023%
2/8/2023Orion Portfolio Solutions LLC11,875$231K0.0%+5.8%0.092%
2/8/2023Cambridge Investment Research Advisors Inc.13,359$260K0.0%+5.3%0.104%
2/7/2023Commonwealth Equity Services LLC55,678$1.09M0.0%+184.9%0.433%
2/7/2023LPL Financial LLC433,683$8.45M0.0%+0.8%3.375%
2/7/2023Envestnet Asset Management Inc.59,921$1.17M0.0%-1.3%0.466%
2/6/2023Brinker Capital Investments LLC66,986$1.31M0.0%+3.5%0.521%
2/3/2023Spire Wealth Management6,341$124K0.0%N/A0.049%
2/1/2023Anfield Capital Management LLC93,532$1.85M0.9%+5.2%0.728%
1/30/2023PFG Advisors13,875$270K0.0%N/A0.108%
1/24/2023Clear Creek Financial Management LLC14,372$280K0.1%+26.4%0.112%
1/23/2023 TAP Consulting LLC218,366$4.26M1.1%-6.2%1.703%
1/20/2023Alta Wealth Advisors LLC17,827$347K0.2%-15.0%0.139%
1/18/2023Private Advisor Group LLC15,393$300K0.0%-84.7%0.120%
1/10/2023 Gradient Investments LLC203,000$3.96M0.1%+263,536.4%1.632%
11/16/2022Wealthsource Partners LLC94,295$1.79M0.1%+72.5%0.774%
11/14/2022United Capital Financial Advisers LLC29,890$567K0.0%+7.9%0.244%
11/14/2022MML Investors Services LLC111,432$2.11M0.0%-45.9%0.910%
11/10/2022Tower Research Capital LLC TRC58,715$1.11M0.0%+42.7%0.479%
11/9/2022Orion Portfolio Solutions LLC11,226$213K0.0%N/A0.092%
11/1/2022Brinker Capital Investments LLC64,752$1.23M0.0%+290.0%0.529%
10/25/2022 Raymond James & Associates20,529$389K0.0%-38.0%0.166%
10/24/2022Clear Creek Financial Management LLC11,370$216K0.0%N/A0.092%
10/24/2022 Stratos Wealth Partners LTD.14,887$282K0.0%-37.0%0.120%
10/17/2022Cambridge Investment Research Advisors Inc.12,691$241K0.0%+9.8%0.102%
10/14/2022Private Advisor Group LLC100,880$1.91M0.0%N/A0.811%
10/12/2022Bullseye Investment Management LLC31,396$595K0.6%+193.6%0.252%
10/12/2022 TAP Consulting LLC232,750$4.42M1.2%-3.4%1.866%
8/13/2022Flow Traders U.S. LLC22,865$505K0.0%-10.7%0.183%
8/12/2022LPL Financial LLC434,091$9.59M0.0%+4.9%3.476%
8/12/2022United Capital Financial Advisers LLC27,695$612K0.0%N/A0.222%
8/11/2022Cetera Investment Advisers12,262$271K0.0%-24.4%0.098%
8/11/2022CoreCap Advisors LLC1,624$36K0.0%N/A0.013%
8/11/2022Wealthsource Partners LLC54,660$1.21M0.1%+8.1%0.438%
7/26/2022 TAP Consulting LLC240,874$5.32M1.5%-3.9%1.912%
7/22/2022 Stratos Wealth Partners LTD.23,647$522K0.0%-5.2%0.188%
7/22/2022Capital Investment Advisory Services LLC3,994$88K0.0%+67.1%0.032%
7/20/2022Bullseye Investment Management LLC10,692$553K0.5%N/A0.085%
7/19/2022Commonwealth Equity Services LLC21,214$468K0.0%-4.3%0.168%
7/18/2022Brinker Capital Investments LLC16,604$367K0.0%-31.8%0.132%
7/13/2022Cambridge Investment Research Advisors Inc.11,561$255K0.0%-8.6%0.092%
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7/8/2022 Legacy Financial Group LLC14,754$326K0.1%-12.2%0.116%
5/25/2022EverSource Wealth Advisors LLC4,093$104K0.0%+166.1%0.031%
5/16/2022Samalin Investment Counsel LLC16,956$432K0.2%+12.1%0.130%
5/13/2022Financial Advisors Network Inc.10,500$268K0.1%-34.8%0.080%
5/9/2022Wealthsource Partners LLC50,560$1.29M0.1%+4.7%0.387%
5/4/2022Advisor Group Holdings Inc.229,726$5.85M0.0%+29.1%1.746%
5/4/2022Envestnet Asset Management Inc.66,403$1.69M0.0%-15.1%0.505%
5/3/2022 Future Financial Wealth Managment LLC3,300$84K0.1%-31.2%0.025%
5/3/2022Capital Investment Advisory Services LLC2,390$61K0.0%-45.8%0.018%
4/26/2022 TAP Consulting LLC250,582$6.39M1.7%-14.4%1.916%
(Data available from 1/1/2016 forward)

KBWY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWY shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco KBW Premium Yield Equity REIT ETF. The most heavily invested institutionals were Bessemer Group Inc. ($8.60M), LPL Financial LLC ($7.60M), Advisor Group Holdings Inc. ($5.85M), TAP Consulting LLC ($5.54M), MML Investors Services LLC ($2.11M), Brinker Capital Investments LLC ($1.31M), and Envestnet Asset Management Inc. ($1.23M).Learn more on KBWY's institutional investors.

Which institutional investors have been buying Invesco KBW Premium Yield Equity REIT ETF stock?

Of the 32 institutional investors that purchased Invesco KBW Premium Yield Equity REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bessemer Group Inc. ($478.97K), Gradient Investments LLC ($383.82K), Private Advisor Group LLC ($116.27K), TAP Consulting LLC ($99.78K), Advisor Group Holdings Inc. ($51.80K), Brinker Capital Investments LLC ($50.38K), and Wealthsource Partners LLC ($45.99K).

How much institutional buying is happening at Invesco KBW Premium Yield Equity REIT ETF?

Institutional investors have bought a total of 1,584,928 shares in the last 24 months. This purchase volume represents approximately $48.66M in transactions.

Which Invesco KBW Premium Yield Equity REIT ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold Invesco KBW Premium Yield Equity REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($380.44K), Anfield Capital Management LLC ($121.74K), MML Investors Services LLC ($94.43K), Orion Portfolio Solutions LLC ($91.03K), TAP Consulting LLC ($85.87K), Private Advisor Group LLC ($85.49K), and Wealthsource Partners LLC ($82.72K).

How much institutional selling is happening at Invesco KBW Premium Yield Equity REIT ETF?

Institutional investors have sold a total of 1,111,035 shares in the last 24 months. This volume of shares sold represents approximately $32.29M in transactions.


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This page (NASDAQ:KBWY) was last updated on 4/24/2024 by MarketBeat.com Staff

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