Invesco KBW Premium Yield Equity REIT ETF
KBWY
65 hedge funds and large institutions have $62.8M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
12% more funds holding
Funds holding: 58 → 65 (+7)
10% more capital invested
Capital invested by funds: $57.3M → $62.8M (+$5.46M)
2.92% more ownership
Funds ownership: 16.12% → 19.04% (+2.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.65M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$920K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.05M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$1.74M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$1.11M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$213K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$116K |
KBWY Hedge Fund Activity: Q3 2021 in Review
65 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2021, worth a combined $62.8M — up 9.5% from $57.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWY positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $2.04M. The largest seller was Kestra Advisory Services, cutting an estimated $4.05M.
- 65 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2021, up from 58 in Q2 2021.
- Funds reported $62.8M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2021, up 9.5% quarter-over-quarter.
- 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2021 was Tower Research Capital (TRC), an estimated $2.04M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2021 was Kestra Advisory Services, an estimated $4.05M sold.
Based on aggregated 13F filings for Q3 2021.