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Invesco KBW Premium Yield Equity REIT ETF
KBWY

56 hedge funds and large institutions have $42.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 53 → 56 (+3)

4% more capital invested

Capital invested by funds: $41.3M → $42.9M (+$1.63M)

2.55% less ownership

Funds ownership: 23.78% → 21.24% (-2.5%)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$718K
2
Morgan Stanley
Morgan Stanley
New York
+$708K
3
Ameriprise
Ameriprise
Minnesota
+$397K
4
SIC
Samalin Investment Counsel
New York
+$240K
5
PA
PFG Advisors
Arizona
+$188K

Top Sellers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
-$1.36M
2
Invesco
Invesco
Georgia
-$1.11M
3
Osaic Holdings
Osaic Holdings
Arizona
-$884K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$815K
5
AAS
Avantax Advisory Services
Texas
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$2K +$2.32K +120 New
PA
52
Parallel Advisors
California
$1K -$2.12K -110 -64%
AW
53
Avion Wealth
Texas
$1K – – –
MCC
54
Money Concepts Capital
Florida
$1K +$1.04K +54 New
KFI
55
Key Financial Inc
Pennsylvania
$1K +$1.08K +56 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.24K +64 New
BRWM
57
B. Riley Wealth Management
Tennessee
– -$1.36M -77,842 Closed
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
– -$536K -30,600 Closed
Goldman Sachs
59
Goldman Sachs
New York
– -$294K -16,800 Closed
WP
60
WealthShield Partners
North Carolina
– -$191K -10,912 Closed
CAN
61
Claraphi Advisory Network
United States
– -$189K -10,765 Closed
AWCI
62
Alpine Woods Capital Investors
New York
– -$175K -10,000 Closed
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
– -$46K -2,635 Closed
AIM
64
Anchor Investment Management
South Carolina
– -$25.5K -1,456 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$25K -1,407 Closed
1 2
3

KBWY Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2020, worth a combined $42.9M — up 3.9% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWY positions and 9 closed out — a net gain of 3 holders — while 8 added to existing stakes and 20 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $718K. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $1.36M sold.

  • 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $42.9M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $718K added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2020.