Invesco KBW Premium Yield Equity REIT ETF
KBWY
46 hedge funds and large institutions have $101M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
21% more funds holding
Funds holding: 38 → 46 (+8)
16% more capital invested
Capital invested by funds: $87.5M → $101M (+$13.8M)
6.27% more ownership
Funds ownership: 40.89% → 47.16% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.46M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.54M |
| 3 |
Morgan Stanley
New York
|
+$1.17M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$564K |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$316K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$314K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$237K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$125K |
KBWY Hedge Fund Activity: Q1 2017 in Review
46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2017, worth a combined $101M — up 16% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWY positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Gradient Investments, adding an estimated $4.46M. The largest seller was Bank of Montreal, cutting an estimated $564K.
- 46 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2017, up from 38 in Q4 2016.
- Funds reported $101M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2017, up 16% quarter-over-quarter.
- 10 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2017 and 1 closed out, a net change of +9 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2017 was Gradient Investments, an estimated $4.46M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2017 was Bank of Montreal, an estimated $564K sold.
Based on aggregated 13F filings for Q1 2017.