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Invesco KBW Premium Yield Equity REIT ETF
KBWY

57 hedge funds and large institutions have $46.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

21% more capital invested

Capital invested by funds: $38.5M → $46.5M (+$8.01M)

12% more funds holding

Funds holding: 51 → 57 (+6)

1.38% more ownership

Funds ownership: 17.22% → 18.61% (+1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $563K

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
$563K
Net Calls
-$563K
Net Calls Change
-$362K

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$5.08M
2
Morgan Stanley
Morgan Stanley
New York
+$1.17M
3
TRCT
Tower Research Capital (TRC)
New York
+$745K
4
Citadel Advisors
Citadel Advisors
Florida
+$528K
5
Wells Fargo
Wells Fargo
California
+$508K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$853K
2
FTS
Fifth Third Securities
Ohio
-$653K
3
Marshall Wace
Marshall Wace
United Kingdom
-$321K
4
SFP
Sandbox Financial Partners
Maryland
-$245K
5
Bank of America
Bank of America
North Carolina
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$198K +$198K +12,412 New
UBS Group
27
UBS Group
Switzerland
$174K +$29.8K +1,866 +21%
PVI
28
Pine Valley Investments
New Jersey
$171K +$171K +10,693 New
AAS
29
Ameritas Advisory Services
Nebraska
$118K -$20.7K -1,299 -15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$112K +$62.6K +3,921 +126%
Comerica Bank
31
Comerica Bank
Texas
$88.5K +$4.88K +306 +6%
HI
32
Harbour Investments
Wisconsin
$83.8K +$83.9K +5,254 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$82.9K – – –
AWM
34
AE Wealth Management
Kansas
$68.2K -$29.5K -1,849 -30%
ASN
35
Advisory Services Network
Georgia
$61.2K +$61.3K +3,838 New
AF
36
Allworth Financial
California
$39.9K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9K – – –
SWM
38
Spire Wealth Management
Virginia
$27.1K – – –
Simplex Trading
39
Simplex Trading
Illinois
$17K +$383 +24 +2%
MCM
40
MAI Capital Management
Ohio
$15.9K – – –
WIM
41
Westside Investment Management
California
$15.9K – – –
US Bancorp
42
US Bancorp
Minnesota
$15.6K – – –
SC
43
Stance Capital
Massachusetts
$10.8K +$10.8K +674 New
AIP
44
Ameritas Investment Partners
Nebraska
$8.77K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$8.12K – – –
EWA
46
EverSource Wealth Advisors
Alabama
$5.74K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$5.04K +$5.04K +316 New
GWM
48
Geneos Wealth Management
Colorado
$4.05K – – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$2.1K – – –
BTI
50
Blue Trust Inc
Georgia
$2.07K +$2.08K +130 New
1
2
3

KBWY Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2025, worth a combined $46.5M — up 21% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KBWY positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $5.08M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $853K sold.

  • 57 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $46.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 11 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2025 was Summit Financial, an estimated $5.08M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2025 was Two Sigma Investments, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2025.