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Invesco KBW Premium Yield Equity REIT ETF
KBWY

71 hedge funds and large institutions have $81.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 69 → 71 (+2)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

4% more capital invested

Capital invested by funds: $78.2M → $81.2M (+$2.97M)

1.1% less ownership

Funds ownership: 24.66% → 23.56% (-1.1%)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$743K
2
CS
Credit Suisse
Switzerland
+$340K
3
MML Investors Services
MML Investors Services
Massachusetts
+$270K
4
Stifel Financial
Stifel Financial
Missouri
+$261K
5
JA
JVL Associates
Michigan
+$114K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
2
PP
Prudential plc
United Kingdom
-$2.83M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.77M
4
AG
Advisor Group
Arizona
-$1.11M
5
OAM
Occidental Asset Management
California
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$642K -$35.1K -1,150 -5%
RIA
27
Regal Investment Advisors
Michigan
$548K +$4.37K +143 +0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$530K -$46.3K -1,515 -8%
CAN
29
Cetera Advisor Networks
California
$495K -$36.1K -1,180 -7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$415K -$481K -15,743 -54%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$407K +$7.24K +237 +2%
WS
32
Wedbush Securities
California
$406K -$7.18K -235 -2%
TRCT
33
Tower Research Capital (TRC)
New York
$392K -$1.77M -57,898 -82%
PA
34
PFG Advisors
Arizona
$388K -$103K -3,372 -21%
CA
35
Cetera Advisors
Colorado
$343K +$8.16K +267 +2%
CS
36
Credit Suisse
Switzerland
$341K +$340K +11,120 New
CCA
37
Clearwater Capital Advisors
Illinois
$335K -$144K -4,714 -30%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$289K +$71.7K +2,347 +33%
BCI
39
Brinker Capital Investments
Pennsylvania
$263K +$8.25K +270 +3%
Stifel Financial
40
Stifel Financial
Missouri
$261K +$261K +8,542 New
CAM
41
Concorde Asset Management
Michigan
$256K -$4.58K -150 -2%
RJA
42
Raymond James & Associates
Florida
$239K -$20.9K -685 -8%
MOS
43
MGO One Seven
Ohio
$208K – – –
PIMG
44
Patriot Investment Management Group
Tennessee
$202K +$201K +6,593 New
GCA
45
Genesee Capital Advisors
New York
$148K +$2.51K +82 +2%
APA
46
American Portfolios Advisors
New York
$125K +$47K +1,537 +61%
CAC
47
Certified Advisory Corp
Florida
$120K +$519 +17 +0.4%
IA
48
IFP Advisors
Florida
$93K +$84.4K +2,761 +920%
ASN
49
Advisory Services Network
Georgia
$70K +$45.2K +1,480 +182%
PB
50
Pinnacle Bancorp
Nebraska
$59K -$3.06K -100 -5%
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KBWY Hedge Fund Activity: Q1 2019 in Review

71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2019, worth a combined $81.2M — up 3.8% from $78.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KBWY positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $743K. The largest seller was Citadel Advisors, cutting an estimated $2.88M.

  • 71 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2019, up from 69 in Q4 2018.
  • Funds reported $81.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2019 was LPL Financial, an estimated $743K added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2019 was Citadel Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2019.