Invesco KBW Premium Yield Equity REIT ETF
KBWY
51 hedge funds and large institutions have $38.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
4% less capital invested
Capital invested by funds: $40.1M → $38.5M (-$1.6M)
1.37% less ownership
Funds ownership: 18.59% → 17.22% (-1.4%)
2% less funds holding
Funds holding: 52 → 51 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $201K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 3 |
Morgan Stanley
New York
|
+$702K |
| 4 |
Jane Street
New York
|
+$492K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.58M |
| 2 |
Two Sigma Investments
New York
|
-$666K |
| 3 |
D.E. Shaw & Co
New York
|
-$652K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$310K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
D.E. Shaw & Co
New York
| – | -$652K | -39,044 | Closed |
|
|
QC
52
Quadrature Capital
London,
United Kingdom
| – | -$310K | -18,612 | Closed |
|
|
SOS
53
Silver Oak Securities
Jackson,
Tennessee
| – | -$204K | -12,255 | Closed |
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$198K | -11,848 | Closed |
|
|
CBT
55
Crews Bank & Trust
Wauchula,
Florida
| – | -$50.8K | -3,045 | Closed |
|
|
AFS
56
Anderson Financial Strategies
Dayton,
Ohio
| – | -$1.58K | -95 | Closed |
|
|
EWM
57
EPG Wealth Management
Atlanta,
Georgia
| – | -$718 | -43 | Closed |
|
58
Citadel Advisors
Miami,
Florida
| – | -$653 | -42 | Closed |
|
KBWY Hedge Fund Activity: Q2 2025 in Review
51 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2025, worth a combined $38.5M — down 4% from $40.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of KBWY and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $1.69M. The largest seller was Raymond James Financial, cutting an estimated $2.58M.
- 51 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2025, down from 52 in Q1 2025.
- Funds reported $38.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2025, down 4% quarter-over-quarter.
- 7 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2025 was Heartwood Wealth Advisors, an estimated $1.69M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2025 was Raymond James Financial, an estimated $2.58M sold.
Based on aggregated 13F filings for Q2 2025.