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Invesco KBW Premium Yield Equity REIT ETF
KBWY

60 hedge funds and large institutions have $135M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

13% more funds holding

Funds holding: 53 → 60 (+7)

1.28% more ownership

Funds ownership: 36.23% → 37.51% (+1.3%)

2% more capital invested

Capital invested by funds: $133M → $135M (+$2.29M)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.92M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.82M
3
AG
Advisor Group
Arizona
+$1.41M
4
Wells Fargo
Wells Fargo
California
+$1.2M
5
VF
Virtu Financial
New York
+$782K

Top Sellers

Rank Fund Capital Flow
1
GFPC
Global Financial Private Capital
Florida
-$1.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$962K
3
Morgan Stanley
Morgan Stanley
New York
-$937K
4
RJA
Raymond James & Associates
Florida
-$681K
5
GI
Gradient Investments
Minnesota
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$17K +$329 +9 +2%
SWA
52
Sutton Wealth Advisors
Florida
$16K +$914 +25 +6%
GRP
53
Global Retirement Partners
California
$15K – – –
FRA
54
Front Row Advisors
California
$13K +$12.9K +354 New
ASN
55
Advisory Services Network
Georgia
$11K -$17.4K -475 -61%
SAM
56
Shamrock Asset Management
Texas
$8K +$146 +4 +2%
HNB
57
Huntington National Bank
Ohio
$6K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$2K – – –
VIA
59
Vantage Investment Advisors
Pennsylvania
$2K +$2.52K +69 New
GFPC
60
Global Financial Private Capital
Florida
– -$1.33M -35,442 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$962K -25,651 Closed
TSS
62
Two Sigma Securities
New York
– -$511K -13,631 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$470K -12,535 Closed
CS
64
Credit Suisse
Switzerland
– -$390K -10,408 Closed
SG Americas Securities
65
SG Americas Securities
New York
– -$109K -2,894 Closed
NFG
66
Next Financial Group
Texas
– -$74K -1,926 Closed
SP
67
SWS Partners
Ohio
– +$183 +5 New
1 2
3

KBWY Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2017, worth a combined $135M — up 1.7% from $133M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KBWY positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, adding an estimated $4.92M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $1.33M sold.

  • 60 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $135M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2017, up 1.7% quarter-over-quarter.
  • 14 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2017 was Invesco, an estimated $4.92M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2017 was Global Financial Private Capital, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2017.