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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $38.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$396K

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.71M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Jane Street
4
Jane Street
New York
$498K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$321K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$485K
2
Two Sigma Investments
2
Two Sigma Investments
New York
$853K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M 689,163 +95,185 +16%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M 660,681 +45,145 +7%
FTS
3
Fifth Third Securities
Ohio
$3.56M 226,151 +263 +0.1%
HWA
4
Heartwood Wealth Advisors
Virginia
$1.71M 108,646 +108,646 New
Wells Fargo
5
Wells Fargo
California
$1.32M 84,033 -18,466 -18%
LI
6
LMCG Investments
Massachusetts
$1.22M 77,735 +18,924 +32%
Bank of America
7
Bank of America
North Carolina
$1.16M 73,833 +10,855 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.08M 68,609 -2,749 -4%
Ameriprise
9
Ameriprise
Minnesota
$993K 63,298 +411 +0.7%
Two Sigma Investments
10
Two Sigma Investments
New York
$853K 54,247 -42,815 -44%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$556K 35,372 +6,519 +23%
UCFA
12
United Capital Financial Advisors
Texas
$517K 32,850 -6,628 -17%
Jane Street
13
Jane Street
New York
$498K 31,660 +31,660 New
Raymond James Financial
14
Raymond James Financial
Florida
$485K 30,830 -166,121 -84%
Marshall Wace
15
Marshall Wace
United Kingdom
$321K 20,390 +20,390 New
Osaic Holdings
16
Osaic Holdings
Arizona
$315K 19,037 -4,391 -19%
S
17
Sunpointe
Missouri
$301K 19,128 +17 +0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$286K 18,165 -449 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$249K 15,882 +8,640 +119%
SFP
20
Sandbox Financial Partners
Maryland
$245K 15,557 +1,700 +12%
CF
21
Centaurus Financial
California
$232K 14,780 -500 -3%
MML Investors Services
22
MML Investors Services
Massachusetts
$225K 14,308 +102 +0.7%
IP
23
Intellectus Partners
California
$200K 12,700 +12,700 New
UBS Group
24
UBS Group
Switzerland
$142K 9,025 +199 +2%
AAS
25
Ameritas Advisory Services
Nebraska
$137K 8,698 +8,698 New
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