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Invesco KBW Premium Yield Equity REIT ETF
KBWY

56 hedge funds and large institutions have $54.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,438% more call options, than puts

Call options by funds: $283K | Put options by funds: $8K

23% more capital invested

Capital invested by funds: $44M → $54.2M (+$10.1M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 55 → 56 (+1)

1.45% more ownership

Funds ownership: 21.25% → 22.7% (+1.4%)

67% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 24

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
24
Closed
8
Calls
$283K
Puts
$8K
Net Calls
+$275K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.28M
2
Bessemer Group
Bessemer Group
New Jersey
+$2.09M
3
LI
LMCG Investments
Massachusetts
+$253K
4
Two Sigma Investments
Two Sigma Investments
New York
+$223K
5
CCFM
Clear Creek Financial Management
Washington
+$216K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$735K
2
Osaic Holdings
Osaic Holdings
Arizona
-$608K
3
Ameriprise
Ameriprise
Minnesota
-$310K
4
Citadel Advisors
Citadel Advisors
Florida
-$210K
5
WWG
West Wealth Group
California
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Principal Securities
Iowa
$747 +$665 +37 New
RFG
52
RFP Financial Group
Georgia
$525 – – –
FFA
53
Founders Financial Alliance
North Carolina
$505 – – –
VWA
54
Valued Wealth Advisors
Utah
$373 +$378 +21 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$323 -$32.3K -1,799 -99%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$40 – – –
GWSA
57
Global Wealth Strategies & Associates
Colorado
$4 – – –
WWG
58
West Wealth Group
California
– -$203K -11,630 Closed
Stifel Financial
59
Stifel Financial
Missouri
– -$186K -10,647 Closed
Belvedere Trading
60
Belvedere Trading
Illinois
– -$84.7K -4,849 Closed
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
– -$27.8K -1,590 Closed
HFS
62
HBC Financial Services
Washington
– -$6K -357 Closed
US Bancorp
63
US Bancorp
Minnesota
– -$5.24K -300 Closed
NA
64
NewEdge Advisors
Louisiana
– -$5.12K -293 Closed
SIS
65
Sound Income Strategies
Florida
– -$2.44K -140 Closed
1 2
3

KBWY Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2023, worth a combined $54.2M — up 23% from $44M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KBWY positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was Anfield Capital Management, cutting an estimated $735K.

  • 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $54.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.28M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2023 was Anfield Capital Management, an estimated $735K sold.

Based on aggregated 13F filings for Q4 2023.