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Invesco KBW Premium Yield Equity REIT ETF
KBWY

55 hedge funds and large institutions have $48.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $46.5M → $48.5M (+$1.94M)

0.8% more ownership

Funds ownership: 18.61% → 19.4% (+0.8%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

4% less funds holding

Funds holding: 57 → 55 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $463K

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
18
Closed
11
Calls
–
Puts
$463K
Net Calls
-$463K
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.59M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$633K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$574K
5
Marshall Wace
Marshall Wace
United Kingdom
+$556K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$721K
2
LPL Financial
LPL Financial
California
-$641K
3
Citadel Advisors
Citadel Advisors
Florida
-$528K
4
TRCT
Tower Research Capital (TRC)
New York
-$403K
5
Mariner
Mariner
Kansas
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$247 – – –
TCM
52
Triumph Capital Management
Colorado
$46 +$46 +3 New
WWMSC
53
Wagner Wealth Management (South Carolina)
South Carolina
$24 -$154 -10 -83%
Citigroup
54
Citigroup
New York
$15 +$15 +1 New
Citadel Advisors
55
Citadel Advisors
Florida
– -$528K -33,090 Closed
Mariner
56
Mariner
Kansas
– -$402K -25,200 Closed
IP
57
Intellectus Partners
California
– -$203K -12,700 Closed
AAS
58
Ameritas Advisory Services
Nebraska
– -$118K -7,399 Closed
ASN
59
Advisory Services Network
Georgia
– -$61.2K -3,838 Closed
Simplex Trading
60
Simplex Trading
Illinois
– -$17K -1,086 Closed
US Bancorp
61
US Bancorp
Minnesota
– -$15.6K -978 Closed
SC
62
Stance Capital
Massachusetts
– -$10.8K -674 Closed
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
– -$5.04K -316 Closed
GWSG
64
GPS Wealth Strategies Group
Colorado
– -$989 -62 Closed
KFI
65
Key Financial Inc
Pennsylvania
– -$899 -56 Closed
1 2
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KBWY Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2025, worth a combined $48.5M — up 4.2% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KBWY and 9 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.59M. The largest seller was Wells Fargo, cutting an estimated $721K.

  • 55 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2025, down from 57 in Q3 2025.
  • Funds reported $48.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2025 and 11 closed out, a net change of -2 holders.
  • The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $2.59M added.
  • The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2025 was Wells Fargo, an estimated $721K sold.

Based on aggregated 13F filings for Q4 2025.