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Invesco KBW Premium Yield Equity REIT ETF

54 hedge funds and large institutions have $48.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $463K

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$463K
Net Calls
Net Calls Change

Top Buyers

1 +$2.59M
2 +$1.27M
3 +$633K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$574K
5
Marshall Wace
Marshall Wace
United Kingdom
+$556K

Top Sellers

1 -$721K
2 -$641K
3 -$528K
4
TRCT
Tower Research Capital (TRC)
New York
-$403K
5
Mariner
Mariner
Kansas
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
S
26
Sunpointe
Missouri
$223K
PVI
27
Pine Valley Investments
New Jersey
$165K
CF
28
Centaurus Financial
California
$150K
UBS Group
29
UBS Group
Switzerland
$125K
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$91.5K
Comerica Bank
31
Comerica Bank
Texas
$89.5K
AWM
32
AE Wealth Management
Kansas
$66.7K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$55K
HI
34
Harbour Investments
Wisconsin
$49.5K
AF
35
Allworth Financial
California
$38.6K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$30.2K
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K
SWM
38
Spire Wealth Management
Virginia
$26.2K
WIM
39
Westside Investment Management
California
$23.1K
MCM
40
MAI Capital Management
Ohio
$15.4K
AIP
41
Ameritas Investment Partners
Nebraska
$10K
SPIA
42
Steward Partners Investment Advisory
New York
$7.86K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$6.95K
EWA
44
EverSource Wealth Advisors
Alabama
$5.56K
BTI
45
Blue Trust Inc
Georgia
$2.01K
GWM
46
Geneos Wealth Management
Colorado
$1.45K
PA
47
Parallel Advisors
California
$941
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$494
FFA
49
Founders Financial Alliance
North Carolina
$386
ACA
50
Aptus Capital Advisors
Alabama
$247