Invesco KBW Premium Yield Equity REIT ETF
KBWY
44 hedge funds and large institutions have $153M invested in Invesco KBW Premium Yield Equity REIT ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
112% more capital invested
Capital invested by funds: $72.2M → $153M (+$80.9M)
19% more funds holding
Funds holding: 37 → 44 (+7)
18.03% more ownership
Funds ownership: 45.76% → 63.78% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.2M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$16.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$8.75M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.17M |
| 2 |
LPL Financial
San Diego,
California
|
-$563K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$449K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$259K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$228K |
KBWY Hedge Fund Activity: Q3 2016 in Review
44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2016, worth a combined $153M — up 112% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWY positions and 1 closed out — a net gain of 8 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.7M. The largest seller was Goldman Sachs, cutting an estimated $2.17M.
- 44 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2016, up from 37 in Q2 2016.
- Funds reported $153M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2016, up 112% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2016 and 1 closed out, a net change of +8 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $26.7M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2016 was Goldman Sachs, an estimated $2.17M sold.
Based on aggregated 13F filings for Q3 2016.