Invesco KBW Premium Yield Equity REIT ETF
KBWY
55 hedge funds and large institutions have $48.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.
4% more capital invested
Capital invested by funds: $46.5M → $48.5M (+$1.94M)
0.8% more ownership
Funds ownership: 18.61% → 19.4% (+0.8%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
4% less funds holding
Funds holding: 57 → 55 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $463K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$2.59M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$633K |
| 4 |
D.E. Shaw & Co
New York
|
+$574K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$556K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$721K |
| 2 |
LPL Financial
San Diego,
California
|
-$641K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$528K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$403K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$402K |
KBWY Hedge Fund Activity: Q4 2025 in Review
55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2025, worth a combined $48.5M — up 4.2% from $46.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of KBWY and 9 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.59M. The largest seller was Wells Fargo, cutting an estimated $721K.
- 55 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2025, down from 57 in Q3 2025.
- Funds reported $48.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2025, up 4.2% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2025 and 11 closed out, a net change of -2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $2.59M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2025 was Wells Fargo, an estimated $721K sold.
Based on aggregated 13F filings for Q4 2025.