Invesco KBW Premium Yield Equity REIT ETF
KBWY
52 hedge funds and large institutions have $40.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
1,300% more call options, than puts
Call options by funds: $210K | Put options by funds: $15K
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 51 → 52 (+1)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2.65% less ownership
Funds ownership: 21.25% → 18.59% (-2.7%)
18% less capital invested
Capital invested by funds: $48.7M → $40.1M (-$8.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$836K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$772K |
| 3 |
D.E. Shaw & Co
New York
|
+$676K |
| 4 |
Morgan Stanley
New York
|
+$517K |
| 5 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
-$1.65M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$881K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$782K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$673K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
51
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $192 | -$866 | -50 | -82% |
|
|
RAS
52
RPS Advisory Solutions
Louisville,
Kentucky
| – | -$1.65M | -92,175 | Closed |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$782K | -43,653 | Closed |
|
|
CCFM
54
Clear Creek Financial Management
Silverdale,
Washington
| – | -$259K | -14,442 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$27.7K | -1,548 | Closed |
|
|
SAM
56
Synergy Asset Management
Vancouver,
Washington
| – | -$32K | -1,517 | Closed |
|
57
JP Morgan Chase
New York
| – | -$10.7K | -600 | Closed |
|
|
AW
58
Avion Wealth
The Woodlands,
Texas
| – | +$433 | +25 | New |
|
KBWY Hedge Fund Activity: Q1 2025 in Review
52 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2025, worth a combined $40.1M — down 18% from $48.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWY positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $836K. The largest seller was RPS Advisory Solutions, exiting entirely with an estimated $1.65M sold.
- 52 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2025, up from 51 in Q4 2024.
- Funds reported $40.1M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2025, down 18% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2025 and 6 closed out, a net change of +2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2025 was LPL Financial, an estimated $836K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2025 was RPS Advisory Solutions, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2025.