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Invesco KBW Premium Yield Equity REIT ETF
KBWY

55 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 55 → 55 (0)

1.3% less ownership

Funds ownership: 19.4% → 18.1% (-1.3%)

6% less capital invested

Capital invested by funds: $48.5M → $45.5M (-$2.96M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $167K

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
$167K
Net Calls
-$167K
Net Calls Change
+$296K

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$823K
2
LI
LMCG Investments
Massachusetts
+$734K
3
Citadel Advisors
Citadel Advisors
Florida
+$724K
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$418K
5
FTS
Fifth Third Securities
Ohio
+$366K

Top Sellers

1
SF
Summit Financial
New Jersey
-$2.99M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$825K
4
Marshall Wace
Marshall Wace
United Kingdom
-$556K
5
Jane Street
Jane Street
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$100K -$51.3K -3,200 -33%
FFA
27
Farther Finance Advisors
California
$91K +$95.6K +5,971 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$90.5K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$79K +$26.1K +1,632 +46%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$78.2K +$82K +5,119 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$76.9K +$73.4K +4,584 +1,019%
AWM
32
AE Wealth Management
Kansas
$57.6K -$8.94K -558 -13%
HI
33
Harbour Investments
Wisconsin
$49K – – –
AF
34
Allworth Financial
California
$38.2K – – –
ASN
35
Advisory Services Network
Georgia
$32.1K +$33.6K +2,100 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$29.9K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.7K – – –
SWM
38
Spire Wealth Management
Virginia
$26K – – –
WIM
39
Westside Investment Management
California
$22.9K – – –
SWM
40
SHP Wealth Management
Massachusetts
$15.3K – – –
SC
41
Stance Capital
Massachusetts
$10K +$10.5K +656 New
AIP
42
Ameritas Investment Partners
Nebraska
$9.93K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$7.78K – – –
EWA
44
EverSource Wealth Advisors
Alabama
$5.5K – – –
LFG
45
Larson Financial Group
Missouri
$2.65K +$2.77K +173 New
GWM
46
Geneos Wealth Management
Colorado
$1.44K – – –
PA
47
Parallel Advisors
California
$932 – – –
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$749 +$272 +17 +53%
FFA
49
Founders Financial Alliance
North Carolina
$382 – – –
ACA
50
Aptus Capital Advisors
Alabama
$244 – – –
1
2
3

KBWY Hedge Fund Activity: Q1 2026 in Review

55 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2026, worth a combined $45.5M — down 6.1% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KBWY positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $823K. The largest seller was Summit Financial, cutting an estimated $2.99M.

  • 55 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $45.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2026, down 6.1% quarter-over-quarter.
  • 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2026 was Tower Research Capital (TRC), an estimated $823K added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2026 was Summit Financial, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2026.