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Invesco KBW Premium Yield Equity REIT ETF
KBWY

68 hedge funds and large institutions have $114M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

15% more funds holding

Funds holding: 59 → 68 (+9)

11% more capital invested

Capital invested by funds: $102M → $114M (+$11.7M)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

0.99% less ownership

Funds ownership: 28.9% → 27.9% (-0.99%)

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$8.2M
2
Bank of America
Bank of America
North Carolina
+$1.09M
3
VWM
Venturi Wealth Management
Texas
+$469K
4
AF
Advisornet Financial
Minnesota
+$414K
5
AG
Advisor Group
Arizona
+$372K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.92M
3
Jane Street
Jane Street
New York
-$1.75M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
51
River Wealth Advisors
Pennsylvania
$29K +$27K +821 New
ASN
52
Advisory Services Network
Georgia
$28K +$3.29K +100 +15%
AAM
53
Advisors Asset Management
Colorado
$24K – – –
FANJ
54
Financial Architects (New Jersey)
New Jersey
$18K +$296 +9 +2%
GWM
55
Geneos Wealth Management
Colorado
$18K +$16.6K +504 New
SWA
56
Sutton Wealth Advisors
Florida
$16.1K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$15K -$1.66M -50,358 -99%
SFM
58
Signet Financial Management
New Jersey
$12K – – –
GRP
59
Global Retirement Partners
California
$11K – – –
SAM
60
Shamrock Asset Management
Texas
$10K +$99 +3 +1%
AIP
61
Ameritas Investment Partners
Nebraska
$9K – – –
CF
62
Centaurus Financial
California
$9K +$8.27K +251 New
TRCT
63
Tower Research Capital (TRC)
New York
$8K +$7.74K +235 New
PA
64
Parallel Advisors
California
$2K – – –
JP Morgan Chase
65
JP Morgan Chase
New York
$1K +$791 +24 New
FRA
66
Front Row Advisors
California
$5 -$7.25K -220 -62%
Jane Street
67
Jane Street
New York
– -$1.75M -56,217 Closed
SWM
68
SeaCrest Wealth Management
New York
– -$26K -829 Closed
IWM
69
IHT Wealth Management
Illinois
– -$18K -575 Closed
1 2
3

KBWY Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2018, worth a combined $114M — up 11% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KBWY positions and 3 closed out — a net gain of 10 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $8.2M. The largest seller was Invesco, cutting an estimated $4.5M.

  • 68 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2018, up from 59 in Q1 2018.
  • Funds reported $114M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 13 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2018 and 3 closed out, a net change of +10 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $8.2M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2018 was Invesco, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2018.