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Invesco KBW Premium Yield Equity REIT ETF

52 hedge funds and large institutions have $113M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

13% more funds holding

Funds holding: 4652 (+6)

12% more capital invested

Capital invested by funds: $101M → $113M (+$12.2M)

12.1% less ownership

Funds ownership: 47.16%35.06% (-12%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$360K -$8.26K -220 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$331K -$468K -12,459 -58%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$279K +$281K +7,482 New
Citadel Advisors
29
Citadel Advisors
Florida
$263K +$265K +7,064 New
M&T Bank
30
M&T Bank
New York
$249K
PFS
31
Prospera Financial Services
Texas
$237K +$239K +6,370 New
WP
32
WealthSource Partners
California
$225K +$188 +5 +0.1%
IA
33
IFP Advisors
Florida
$183K +$1.16K +31 +0.6%
SG Americas Securities
34
SG Americas Securities
New York
$108K
NFG
35
Next Financial Group
Texas
$107K +$51.2K +1,363 +90%
BCI
36
Brinker Capital Investments
Pennsylvania
$105K +$26K +693 +32%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$55K -$23.4K -624 -30%
Creative Planning
38
Creative Planning
Kansas
$54K -$16.9K -449 -24%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$47K +$12.5K +332 +35%
SPIA
40
Steward Partners Investment Advisory
New York
$33K +$1.01K +27 +3%
DADC
41
D.A. Davidson & Co
Montana
$29K
PA
42
Parallel Advisors
California
$21K +$11.4K +303 +119%
NA
43
NewEdge Advisors
Louisiana
$19K +$19.6K +523 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$17K +$300 +8 +2%
AIP
45
Ameritas Investment Partners
Nebraska
$16K
GRP
46
Global Retirement Partners
California
$16K
SWA
47
Sutton Wealth Advisors
Florida
$15.9K
SAM
48
Shamrock Asset Management
Texas
$8K +$150 +4 +2%
BWA
49
Burt Wealth Advisors
Maryland
$5K +$5.63K +150 New
AC
50
Alexandria Capital
Virginia
$4K

KBWY Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2017, worth a combined $113M — up 12% from $101M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KBWY positions and 2 closed out — a net gain of 6 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $2.45M. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 52 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $113M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2017 and 2 closed out, a net change of +6 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2017 was MML Investors Services, an estimated $2.45M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2017 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2017.