KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $38.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$396K

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.71M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Jane Street
4
Jane Street
New York
$498K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$321K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$485K
2
Two Sigma Investments
2
Two Sigma Investments
New York
$853K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$96.3K +$74.2K +4,716 +335%
TRCT
27
Tower Research Capital (TRC)
New York
$94.7K -$255K -16,216 -73%
Comerica Bank
28
Comerica Bank
Texas
$82.4K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$81.8K +$81.4K +5,173 +20,692%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$49K -$10.7K -680 -18%
AF
31
Allworth Financial
California
$39.3K +$39.3K +2,500 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.5K – – –
SWM
33
Spire Wealth Management
Virginia
$26.8K – – –
Simplex Trading
34
Simplex Trading
Illinois
$16K +$10.2K +676 +175%
WIM
35
Westside Investment Management
California
$15.7K – – –
MCM
36
MAI Capital Management
Ohio
$15.7K +$15.7K +1,000 New
US Bancorp
37
US Bancorp
Minnesota
$15.4K +$1.78K +113 +13%
AIP
38
Ameritas Investment Partners
Nebraska
$8.65K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$8.01K -$19.9K -1,262 -71%
EWA
40
EverSource Wealth Advisors
Alabama
$5.66K – – –
RI
41
Ridgewood Investments
New Jersey
$5.35K – – –
GWM
42
Geneos Wealth Management
Colorado
$4K -$4K -254 -50%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$2.08K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$975 – – –
PA
45
Parallel Advisors
California
$960 – – –
KFI
46
Key Financial Inc
Pennsylvania
$881 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$591 +$233 +15 +65%
FFA
48
Founders Financial Alliance
North Carolina
$393 – – –
ACA
49
Aptus Capital Advisors
Alabama
$252 – – –
WWM
50
Wagner Wealth Management
South Carolina
$185 +$15 +1 +9%
1
2
3