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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $38.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$396K

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.71M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Jane Street
4
Jane Street
New York
$498K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$321K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$485K
2
Two Sigma Investments
2
Two Sigma Investments
New York
$853K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
– -$652K -39,044 Closed
QC
52
Quadrature Capital
United Kingdom
– -$310K -18,612 Closed
SOS
53
Silver Oak Securities
Tennessee
– -$204K -12,255 Closed
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
– -$198K -11,848 Closed
CBT
55
Crews Bank & Trust
Florida
– -$50.8K -3,045 Closed
AFS
56
Anderson Financial Strategies
Ohio
– -$1.58K -95 Closed
EWM
57
EPG Wealth Management
Georgia
– -$718 -43 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– -$701 -42 Closed
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