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Invesco KBW Premium Yield Equity REIT ETF
KBWY

72 hedge funds and large institutions have $68.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

11% more funds holding

Funds holding: 65 → 72 (+7)

9% more capital invested

Capital invested by funds: $62.8M → $68.4M (+$5.62M)

1.46% more ownership

Funds ownership: 19.04% → 20.49% (+1.5%)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$914K
2
WP
WealthSource Partners
California
+$773K
3
SWP
Stratos Wealth Partners
Ohio
+$741K
4
PPW
Parcion Private Wealth
Washington
+$597K
5
Osaic Holdings
Osaic Holdings
Arizona
+$487K

Top Sellers

Rank Fund Capital Flow
1
SCM
Sterneck Capital Management
Missouri
-$2.49M
2
FTUS
Flow Traders U.S.
New York
-$1.16M
3
Bank of America
Bank of America
North Carolina
-$852K
4
UBS Group
UBS Group
Switzerland
-$651K
5
HT
HAP Trading
New York
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Alta Wealth Advisors
Massachusetts
$537K -$8.82K -365 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$488K +$59K +2,441 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$474K +$18.3K +759 +4%
N
29
Natixis
France
$432K +$8.61K +356 +2%
FAN
30
Financial Advisors Network
California
$413K -$192K -7,950 -33%
SIC
31
Samalin Investment Counsel
New York
$389K +$11.5K +475 +3%
KWM
32
Kingsview Wealth Management
Oregon
$326K +$307K +12,703 New
IWM
33
IHT Wealth Management
Illinois
$320K +$301K +12,442 New
AAS
34
Avantax Advisory Services
Texas
$293K +$7.2K +298 +3%
ASN
35
Advisory Services Network
Georgia
$284K -$23.1K -955 -8%
SIAG
36
Safeguard Investment Advisory Group
California
$283K +$1.62K +67 +0.6%
SCM
37
Sterneck Capital Management
Missouri
$233K -$2.49M -102,866 -92%
PA
38
PFG Advisors
Arizona
$227K -$6.53K -270 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$226K -$1.74K -72 -0.8%
SEP
40
Southland Equity Partners
Missouri
$223K +$210K +8,688 New
KAS
41
Kestra Advisory Services
Texas
$210K -$111K -4,573 -36%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$204K -$88K -3,639 -31%
SWM
43
Spire Wealth Management
Virginia
$161K +$242 +10 +0.2%
FFWM
44
Future Financial Wealth Management
Ohio
$124K +$116K +4,796 New
AF
45
Advisornet Financial
Minnesota
$121K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$113K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$41K -$66.5K -2,750 -63%
EWA
48
EverSource Wealth Advisors
Alabama
$39K +$37.2K +1,538 New
APA
49
American Portfolios Advisors
New York
$36.5K – – –
GWM
50
Geneos Wealth Management
Colorado
$32K – – –
1
2
3 4

KBWY Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2021, worth a combined $68.4M — up 9% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KBWY positions and 9 closed out — a net gain of 7 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $914K. The largest seller was Sterneck Capital Management, cutting an estimated $2.49M.

  • 72 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2021, up from 65 in Q3 2021.
  • Funds reported $68.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2021, up 9% quarter-over-quarter.
  • 16 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2021 and 9 closed out, a net change of +7 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2021 was Goldman Sachs, an estimated $914K added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2021 was Sterneck Capital Management, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2021.