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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$823K |
| 2 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$734K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$724K |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$418K |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$2.99M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$825K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$556K |
| 5 |
Jane Street
New York
|
-$529K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIP
51
Philadelphia Investment Partners
Voorhees,
New Jersey
| $214 | +$224 | +14 | New |
|
|
TCM
52
Triumph Capital Management
Denver,
Colorado
| $46 | – | – | – |
|
53
Citigroup
New York
| $15 | – | – | – |
|
54
Russell Investments Group
London,
United Kingdom
| $15 | +$16 | +1 | New |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$825K | -53,445 | Closed |
|
|
56
Marshall Wace
London,
United Kingdom
| – | -$556K | -36,066 | Closed |
|
57
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$248K | -16,074 | Closed |
|
|
PVI
58
Pine Valley Investments
Marlton,
New Jersey
| – | -$165K | -10,702 | Closed |
|
|
MCM
59
MAI Capital Management
Independence,
Ohio
| – | -$15.4K | -1,000 | Closed |
|
|
BTI
60
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2.01K | -130 | Closed |
|
|
WWMSC
61
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$24 | -2 | Closed |
|
KBWY Hedge Fund Activity: Q1 2026 in Review
55 of the 8,126 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.