Invesco KBW Premium Yield Equity REIT ETF
KBWY
53 hedge funds and large institutions have $133M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 7 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
17% more capital invested
Capital invested by funds: $113M → $133M (+$19.7M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 52 → 53 (+1)
1.17% more ownership
Funds ownership: 35.06% → 36.23% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.02M |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$1.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$844K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.31M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$798K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$765K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$539K |
| 5 |
Jane Street
New York
|
-$452K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | -$6.28K | -170 | -38% |
|
|
SAM
52
Shamrock Asset Management
Dallas,
Texas
| $8K | +$148 | +4 | +2% |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $6K | – | – | – |
|
|
54
Jane Street
New York
| – | -$452K | -12,143 | Closed |
|
55
JP Morgan Chase
New York
| – | -$360K | -9,666 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$54K | -1,457 | Closed |
|
|
DADC
57
D.A. Davidson & Co
Great Falls,
Montana
| – | -$29K | -800 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$19K | -523 | Closed |
|
|
BWA
59
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$5K | -150 | Closed |
|
|
AC
60
Alexandria Capital
Arlington,
Virginia
| – | -$4K | -110 | Closed |
|
KBWY Hedge Fund Activity: Q3 2017 in Review
53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2017, worth a combined $133M — up 17% from $113M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWY positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.28M. The largest seller was Clearwater Capital Advisors, cutting an estimated $1.31M.
- 53 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2017, up from 52 in Q2 2017.
- Funds reported $133M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2017 was Morgan Stanley, an estimated $9.28M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2017 was Clearwater Capital Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2017.