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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

52 hedge funds and large institutions have $40.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
16
Closed
6
Calls
$210K
Puts
$15K
Net Calls
+$195K
Net Calls Change
+$100K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.91M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.29M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$652K
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
LI
5
LMCG Investments
Massachusetts
$982K

Top Sellers

1
RAS
1
RPS Advisory Solutions
Kentucky
$0
2
Wells Fargo
2
Wells Fargo
California
$1.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.05M
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$87.5K +$16.3K +974 +23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$63K -$13.7K -822 -18%
CBT
28
Crews Bank & Trust
Florida
$50.8K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$29.6K +$29.6K +1,771 New
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K – – –
SWM
31
Spire Wealth Management
Virginia
$28.4K – – –
AWM
32
AE Wealth Management
Kansas
$23.5K -$1.67K -100 -7%
WIM
33
Westside Investment Management
California
$16.7K +$16.7K +1,000 New
US Bancorp
34
US Bancorp
Minnesota
$14.4K +$14.4K +865 New
AIP
35
Ameritas Investment Partners
Nebraska
$9.18K +$1K +60 +12%
GWM
36
Geneos Wealth Management
Colorado
$8.48K +$4.24K +254 +100%
EWA
37
EverSource Wealth Advisors
Alabama
$6.01K -$10.8K -650 -64%
Simplex Trading
38
Simplex Trading
Illinois
$6K +$6K +386 New
RI
39
Ridgewood Investments
New Jersey
$5.68K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.2K – – –
AFS
41
Anderson Financial Strategies
Ohio
$1.58K -$22.1K -1,326 -93%
GWSG
42
GPS Wealth Strategies Group
Colorado
$1.04K – – –
PA
43
Parallel Advisors
California
$1.02K – – –
KFI
44
Key Financial Inc
Pennsylvania
$935 – – –
EWM
45
EPG Wealth Management
Georgia
$718 – – –
Citadel Advisors
46
Citadel Advisors
Florida
$701 -$151K -9,047 -100%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$417 -$2.9K -174 -87%
FFA
48
Founders Financial Alliance
North Carolina
$417 – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$384 +$351 +21 +1,050%
ACA
50
Aptus Capital Advisors
Alabama
$267 – – –
1
2
3