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Invesco KBW Premium Yield Equity REIT ETF
KBWY

53 hedge funds and large institutions have $133M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $113M → $133M (+$19.7M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 52 → 53 (+1)

1.17% more ownership

Funds ownership: 35.06% → 36.23% (+1.2%)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.28M
2
Wells Fargo
Wells Fargo
California
+$3.51M
3
Bank of America
Bank of America
North Carolina
+$2.02M
4
GFPC
Global Financial Private Capital
Florida
+$1.31M
5
UBS Group
UBS Group
Switzerland
+$844K

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$1.31M
2
Invesco
Invesco
Georgia
-$798K
3
Ameriprise
Ameriprise
Minnesota
-$765K
4
ASN
Advisory Services Network
Georgia
-$539K
5
Jane Street
Jane Street
New York
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
26
Two Sigma Securities
New York
$511K +$503K +13,631 New
Citadel Advisors
27
Citadel Advisors
Florida
$470K +$202K +5,471 +77%
CA
28
Cetera Advisors
Colorado
$448K +$11K +297 +3%
CS
29
Credit Suisse
Switzerland
$390K +$384K +10,408 New
PFS
30
Prospera Financial Services
Texas
$383K +$142K +3,853 +60%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$346K +$64.9K +1,757 +23%
SI
32
SII Investments
Wisconsin
$321K +$315K +8,534 New
M&T Bank
33
M&T Bank
New York
$251K – – –
WP
34
WealthSource Partners
California
$226K -$886 -24 -0.4%
SWP
35
Stratos Wealth Partners
Ohio
$219K +$215K +5,835 New
IA
36
IFP Advisors
Florida
$193K +$9.45K +256 +5%
BCI
37
Brinker Capital Investments
Pennsylvania
$173K +$65.8K +1,783 +63%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$132K +$83.5K +2,263 +178%
SG Americas Securities
39
SG Americas Securities
New York
$109K – – –
NFG
40
Next Financial Group
Texas
$74K -$35.2K -954 -33%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$60K +$4.13K +112 +8%
AIM
42
Anchor Investment Management
South Carolina
$47.7K +$47K +1,273 New
SPIA
43
Steward Partners Investment Advisory
New York
$43K +$9.56K +259 +29%
Citigroup
44
Citigroup
New York
$32K +$31.4K +850 New
ASN
45
Advisory Services Network
Georgia
$29K -$539K -14,613 -95%
PA
46
Parallel Advisors
California
$28K +$7.53K +204 +37%
IWM
47
IHT Wealth Management
Illinois
$22K – – –
FANJ
48
Financial Architects (New Jersey)
New Jersey
$17K +$258 +7 +2%
SWA
49
Sutton Wealth Advisors
Florida
$16K – – –
GRP
50
Global Retirement Partners
California
$16K – – –
1
2
3

KBWY Hedge Fund Activity: Q3 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2017, worth a combined $133M — up 17% from $113M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KBWY positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.28M. The largest seller was Clearwater Capital Advisors, cutting an estimated $1.31M.

  • 53 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2017, up from 52 in Q2 2017.
  • Funds reported $133M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2017, up 17% quarter-over-quarter.
  • 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2017 was Morgan Stanley, an estimated $9.28M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2017 was Clearwater Capital Advisors, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2017.