Invesco KBW Premium Yield Equity REIT ETF
KBWY
52 hedge funds and large institutions have $113M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
13% more funds holding
Funds holding: 46 → 52 (+6)
12% more capital invested
Capital invested by funds: $101M → $113M (+$12.2M)
12.1% less ownership
Funds ownership: 47.16% → 35.06% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 3 |
Morgan Stanley
New York
|
+$1.73M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.58M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.24M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$709K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$497K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$468K |
| 5 |
Millennium Management
New York
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
51
IHT Wealth Management
Chicago,
Illinois
| $1.27K | +$21.6K | +575 | New |
|
|
52
Stifel Financial
St. Louis,
Missouri
| – | -$497K | -13,356 | Closed |
|
|
53
Millennium Management
New York
| – | -$449K | -11,900 | Closed |
|
KBWY Hedge Fund Activity: Q2 2017 in Review
52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2017, worth a combined $113M — up 12% from $101M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWY positions and 2 closed out — a net gain of 6 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.45M. The largest seller was Jane Street, cutting an estimated $1.24M.
- 52 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2017, up from 46 in Q1 2017.
- Funds reported $113M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2017, up 12% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2017 and 2 closed out, a net change of +6 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2017 was MML Investors Services, an estimated $2.45M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2017 was Jane Street, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2017.