Invesco KBW Premium Yield Equity REIT ETF
KBWY
56 hedge funds and large institutions have $42.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more capital invested
Capital invested by funds: $42.2M → $42.5M (+$351K)
0% more funds holding
Funds holding: 56 → 56 (0)
1.6% less ownership
Funds ownership: 26.03% → 24.43% (-1.6%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.39M |
| 2 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$1.11M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$339K |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$306K |
| 5 |
Goldman Sachs
New York
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
| 4 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
-$975K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$929K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $6K | – | – | – |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $5K | -$12.4K | -681 | -72% |
|
|
MPWT
53
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $5K | – | – | – |
|
54
Fidelity Investments
Boston,
Massachusetts
| $4K | +$3.65K | +201 | New |
|
|
PA
55
Parallel Advisors
San Francisco,
California
| $3K | +$2.02K | +111 | +182% |
|
|
JA
56
JVL Associates
Wyoming,
Michigan
| – | -$597K | -36,015 | Closed |
|
57
Jane Street
New York
| – | -$304K | -18,339 | Closed |
|
58
JP Morgan Chase
New York
| – | -$146K | -8,784 | Closed |
|
|
AWA
59
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$99.4K | -6,000 | Closed |
|
|
AIC
60
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$49K | -2,975 | Closed |
|
|
NFG
61
Next Financial Group
Houston,
Texas
| – | -$16K | -992 | Closed |
|
|
CAN
62
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$4K | -252 | Closed |
|
|
AAM
63
Advisors Asset Management
Monument,
Colorado
| – | -$1K | -56 | Closed |
|
|
EWM
64
EPG Wealth Management
Atlanta,
Georgia
| – | -$1K | -43 | Closed |
|
KBWY Hedge Fund Activity: Q2 2020 in Review
56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2020, worth a combined $42.5M — up 0.83% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWY positions and 10 closed out — a net gain of 1 holder — while 17 added to existing stakes and 19 trimmed.
The largest buyer was TAP Consulting, adding an estimated $1.39M. The largest seller was Wells Fargo, cutting an estimated $1.97M.
- 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $42.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2020, up 0.83% quarter-over-quarter.
- 11 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2020 and 10 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2020 was TAP Consulting, an estimated $1.39M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2020 was Wells Fargo, an estimated $1.97M sold.
Based on aggregated 13F filings for Q2 2020.