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Invesco KBW Premium Yield Equity REIT ETF
KBWY

58 hedge funds and large institutions have $57.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $51.1M → $57.3M (+$6.23M)

5% more funds holding

Funds holding: 55 → 58 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.74% less ownership

Funds ownership: 16.86% → 16.12% (-0.74%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.12M
2
Wells Fargo
Wells Fargo
California
+$760K
3
KAS
Kestra Advisory Services
Texas
+$721K
4
Ameriprise
Ameriprise
Minnesota
+$716K
5
LPL Financial
LPL Financial
California
+$688K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
2
UBS Group
UBS Group
Switzerland
-$479K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$421K
4
BWL
Bogart Wealth LLC
Virginia
-$367K
5
AHC
Adell Harriman & Carpenter
Texas
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$330K -$40K -1,737 -11%
ASN
27
Advisory Services Network
Georgia
$325K +$106K +4,599 +49%
SIAG
28
Safeguard Investment Advisory Group
California
$259K -$4.67K -203 -2%
AAS
29
Avantax Advisory Services
Texas
$256K +$3.59K +156 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$249K +$248K +10,794 New
FHC
31
First Heartland Consultants
Missouri
$210K +$209K +9,072 New
PFA
32
Peak Financial Advisors
Colorado
$208K +$208K +9,018 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$111K -$421K -18,312 -79%
AF
34
Advisornet Financial
Minnesota
$109K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$106K +$105K +4,584 New
CIAS
36
Capital Investment Advisory Services
North Carolina
$102K – – –
WP
37
WealthShield Partners
North Carolina
$87K -$54.5K -2,370 -39%
CFGS
38
Concourse Financial Group Securities
Alabama
$77K +$77.1K +3,350 New
Citigroup
39
Citigroup
New York
$72K +$115 +5 +0.2%
US Bancorp
40
US Bancorp
Minnesota
$68K +$67.9K +2,950 New
APA
41
American Portfolios Advisors
New York
$32.9K – – –
GWM
42
Geneos Wealth Management
Colorado
$29K – – –
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$27K +$26.7K +1,160 New
Barclays
44
Barclays
United Kingdom
$23K +$23.3K +1,013 New
CFD
45
Creative Financial Designs
Indiana
$22K -$667 -29 -3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
CAAS
47
Capital Asset Advisory Services
Michigan
$14K – – –
CFA
48
Carroll Financial Associates
North Carolina
$10K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$9K – – –
GRP
50
Global Retirement Partners
California
$7K – – –
1
2
3

KBWY Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2021, worth a combined $57.3M — up 12% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWY positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 58 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $57.3M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2021 and 7 closed out, a net change of +5 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.12M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2021 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2021.