Invesco KBW Premium Yield Equity REIT ETF
KBWY
58 hedge funds and large institutions have $57.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $51.1M → $57.3M (+$6.23M)
5% more funds holding
Funds holding: 55 → 58 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 16.86% → 16.12% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$760K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$721K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$716K |
| 5 |
LPL Financial
San Diego,
California
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$479K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$421K |
| 4 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$367K |
| 5 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
Gradient Investments
Arden Hills,
Minnesota
| $6K | – | – | – |
|
|
RG
52
Retirement Group
San Diego,
California
| $5K | -$6.9K | -300 | -58% |
|
|
AW
53
Avion Wealth
The Woodlands,
Texas
| $1K | – | – | – |
|
|
FFA
54
Founders Financial Alliance
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
KFI
55
Key Financial Inc
West Chester,
Pennsylvania
| $1K | – | – | – |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.19M | -53,036 | Closed |
|
|
AHC
58
Adell Harriman & Carpenter
Houston,
Texas
| – | -$230K | -10,250 | Closed |
|
59
Jane Street
New York
| – | -$213K | -9,483 | Closed |
|
|
PA
60
PFG Advisors
Phoenix,
Arizona
| – | -$211K | -9,418 | Closed |
|
|
PB
61
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$24K | -1,065 | Closed |
|
|
AIC
62
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$19.3K | -863 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$46 | +2 | New |
|
KBWY Hedge Fund Activity: Q2 2021 in Review
58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2021, worth a combined $57.3M — up 12% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWY positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.
- 58 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2021, up from 55 in Q1 2021.
- Funds reported $57.3M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2021 and 7 closed out, a net change of +5 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.12M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2021 was Susquehanna International Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2021.