Invesco KBW Premium Yield Equity REIT ETF
KBWY
56 hedge funds and large institutions have $54.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 8 closing their positions.
3,438% more call options, than puts
Call options by funds: $283K | Put options by funds: $8K
23% more capital invested
Capital invested by funds: $44M → $54.2M (+$10.1M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 55 → 56 (+1)
1.45% more ownership
Funds ownership: 21.25% → 22.7% (+1.4%)
67% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.28M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$2.09M |
| 3 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$253K |
| 4 |
Two Sigma Investments
New York
|
+$223K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$735K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$608K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$310K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$210K |
| 5 |
WWG
West Wealth Group
Irvine,
California
|
-$203K |
KBWY Hedge Fund Activity: Q4 2023 in Review
56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2023, worth a combined $54.2M — up 23% from $44M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KBWY positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was Anfield Capital Management, cutting an estimated $735K.
- 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2023, up from 55 in Q3 2023.
- Funds reported $54.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.28M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2023 was Anfield Capital Management, an estimated $735K sold.
Based on aggregated 13F filings for Q4 2023.