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Invesco KBW Premium Yield Equity REIT ETF
KBWY

65 hedge funds and large institutions have $62.8M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

12% more funds holding

Funds holding: 58 → 65 (+7)

10% more capital invested

Capital invested by funds: $57.3M → $62.8M (+$5.46M)

2.92% more ownership

Funds ownership: 16.12% → 19.04% (+2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
26
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$2.04M
2
Bank of America
Bank of America
North Carolina
+$1.82M
3
FTUS
Flow Traders U.S.
New York
+$1.65M
4
Osaic Holdings
Osaic Holdings
Arizona
+$920K
5
Ameriprise
Ameriprise
Minnesota
+$729K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.05M
2
TC
TAP Consulting
Missouri
-$1.74M
3
BWL
Bogart Wealth LLC
Virginia
-$1.11M
4
Invesco
Invesco
Georgia
-$213K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$30K – – –
CFD
52
Creative Financial Designs
Indiana
$21K -$592 -25 -3%
BWL
53
Bogart Wealth LLC
Virginia
$18K -$1.11M -47,100 -98%
CAAS
54
Capital Asset Advisory Services
Michigan
$14K – – –
AIP
55
Ameritas Investment Partners
Nebraska
$9K – – –
RG
56
Retirement Group
California
$8K +$947 +40 +18%
GI
57
Gradient Investments
Minnesota
$6K – – –
US Bancorp
58
US Bancorp
Minnesota
$2K -$67.4K -2,848 -97%
AW
59
Avion Wealth
Texas
$1K – – –
FFA
60
Founders Financial Alliance
North Carolina
$1K – – –
KFI
61
Key Financial Inc
Pennsylvania
$1K – – –
PA
62
Parallel Advisors
California
$1K – – –
EWM
63
EPG Wealth Management
Georgia
$1K +$1.02K +43 New
WP
64
WealthShield Partners
North Carolina
– -$87K -3,771 Closed
Citigroup
65
Citigroup
New York
– -$72K -3,135 Closed
CFA
66
Carroll Financial Associates
North Carolina
– -$10K -456 Closed
GRP
67
Global Retirement Partners
California
– -$7K -298 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– +$24 +1 +50%
1 2
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KBWY Hedge Fund Activity: Q3 2021 in Review

65 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2021, worth a combined $62.8M — up 9.5% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KBWY positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $2.04M. The largest seller was Kestra Advisory Services, cutting an estimated $4.05M.

  • 65 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2021, up from 58 in Q2 2021.
  • Funds reported $62.8M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2021, up 9.5% quarter-over-quarter.
  • 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2021 was Tower Research Capital (TRC), an estimated $2.04M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2021 was Kestra Advisory Services, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2021.