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Invesco KBW Premium Yield Equity REIT ETF
KBWY

51 hedge funds and large institutions have $48.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $111K | Put options by funds: $16K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

9% more funds holding

Funds holding: 47 → 51 (+4)

7% more capital invested

Capital invested by funds: $45.5M → $48.7M (+$3.22M)

3.1% more ownership

Funds ownership: 18.15% → 21.25% (+3.1%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
11
Closed
8
Calls
$111K
Puts
$16K
Net Calls
+$95K
Net Calls Change
+$95K

Top Buyers

Rank Fund Capital Flow
1
FTS
Fifth Third Securities
Ohio
+$1.91M
2
RAS
RPS Advisory Solutions
Kentucky
+$1.82M
3
Wells Fargo
Wells Fargo
California
+$1.35M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.2M
5
Ameriprise
Ameriprise
Minnesota
+$932K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$377K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$350K
3
TC
TAP Consulting
Missouri
-$261K
4
Millennium Management
Millennium Management
New York
-$249K
5
Jane Street
Jane Street
New York
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$77.9K +$39.8K +2,011 +86%
Comerica Bank
27
Comerica Bank
Texas
$76.4K -$455 -23 -0.5%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$62K +$31.5K +1,592 +85%
CBT
29
Crews Bank & Trust
Florida
$54.5K +$60.3K +3,045 New
SAM
30
Synergy Asset Management
Washington
$32K +$30K +1,517 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K +$34.6K +1,750 New
SWM
32
Spire Wealth Management
Virginia
$30.5K -$75.2K -3,800 -69%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$27.7K – – –
AWM
34
AE Wealth Management
Kansas
$27K +$29.8K +1,507 New
AFS
35
Anderson Financial Strategies
Ohio
$25.4K +$28.1K +1,421 New
TRCT
36
Tower Research Capital (TRC)
New York
$22.3K +$24.7K +1,247 New
EWA
37
EverSource Wealth Advisors
Alabama
$18.1K +$12.9K +650 +181%
JP Morgan Chase
38
JP Morgan Chase
New York
$10.7K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$8.78K – – –
RI
40
Ridgewood Investments
New Jersey
$6.09K – – –
GWM
41
Geneos Wealth Management
Colorado
$4.55K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.56K +$3.94K +199 New
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$2.36K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$1.11K – – –
PA
45
Parallel Advisors
California
$1.09K – – –
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$1.08K +$40 +2 +3%
KFI
47
Key Financial Inc
Pennsylvania
$1K – – –
EWM
48
EPG Wealth Management
Georgia
$770 – – –
FFA
49
Founders Financial Alliance
North Carolina
$448 – – –
ACA
50
Aptus Capital Advisors
Alabama
$287 +$317 +16 New
1
2
3

KBWY Hedge Fund Activity: Q4 2024 in Review

51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2024, worth a combined $48.7M — up 7.1% from $45.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KBWY positions and 8 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Fifth Third Securities, adding an estimated $1.91M. The largest seller was Bank of America, cutting an estimated $377K.

  • 51 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $48.7M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 13 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2024 was Fifth Third Securities, an estimated $1.91M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2024 was Bank of America, an estimated $377K sold.

Based on aggregated 13F filings for Q4 2024.