Invesco KBW Premium Yield Equity REIT ETF
KBWY
51 hedge funds and large institutions have $48.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 8 closing their positions.
594% more call options, than puts
Call options by funds: $111K | Put options by funds: $16K
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
9% more funds holding
Funds holding: 47 → 51 (+4)
7% more capital invested
Capital invested by funds: $45.5M → $48.7M (+$3.22M)
3.1% more ownership
Funds ownership: 18.15% → 21.25% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.91M |
| 2 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
+$1.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.35M |
| 4 |
Two Sigma Investments
New York
|
+$1.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$377K |
| 2 |
D.E. Shaw & Co
New York
|
-$350K |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$261K |
| 4 |
Millennium Management
New York
|
-$249K |
| 5 |
Jane Street
New York
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $30 | -$79 | -4 | -67% |
|
|
52
D.E. Shaw & Co
New York
| – | -$350K | -16,572 | Closed |
|
|
53
Millennium Management
New York
| – | -$249K | -11,820 | Closed |
|
|
54
Jane Street
New York
| – | -$220K | -10,415 | Closed |
|
|
PBF
55
Petix & Botte Financial
La Mesa,
California
| – | -$206K | -9,784 | Closed |
|
|
CIAS
56
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$33.8K | -1,604 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | -$14K | -675 | Closed |
|
58
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -226 | Closed |
|
KBWY Hedge Fund Activity: Q4 2024 in Review
51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2024, worth a combined $48.7M — up 7.1% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KBWY positions and 8 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Fifth Third Securities, adding an estimated $1.91M. The largest seller was Bank of America, cutting an estimated $377K.
- 51 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $48.7M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
- 13 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2024 and 8 closed out, a net change of +5 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2024 was Fifth Third Securities, an estimated $1.91M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2024 was Bank of America, an estimated $377K sold.
Based on aggregated 13F filings for Q4 2024.