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Invesco KBW Premium Yield Equity REIT ETF
KBWY

55 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 55 → 55 (0)

1.3% less ownership

Funds ownership: 19.4% → 18.1% (-1.3%)

6% less capital invested

Capital invested by funds: $48.5M → $45.5M (-$2.96M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $167K

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
$167K
Net Calls
-$167K
Net Calls Change
+$296K

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$823K
2
LI
LMCG Investments
Massachusetts
+$734K
3
Citadel Advisors
Citadel Advisors
Florida
+$724K
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$418K
5
FTS
Fifth Third Securities
Ohio
+$366K

Top Sellers

1
SF
Summit Financial
New Jersey
-$2.99M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$825K
4
Marshall Wace
Marshall Wace
United Kingdom
-$556K
5
Jane Street
Jane Street
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
51
Philadelphia Investment Partners
New Jersey
$214 +$224 +14 New
TCM
52
Triumph Capital Management
Colorado
$46 – – –
Citigroup
53
Citigroup
New York
$15 – – –
Russell Investments Group
54
Russell Investments Group
United Kingdom
$15 +$16 +1 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
– -$825K -53,445 Closed
Marshall Wace
56
Marshall Wace
United Kingdom
– -$556K -36,066 Closed
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
– -$248K -16,074 Closed
PVI
58
Pine Valley Investments
New Jersey
– -$165K -10,702 Closed
MCM
59
MAI Capital Management
Ohio
– -$15.4K -1,000 Closed
BTI
60
Blue Trust Inc
Georgia
– -$2.01K -130 Closed
WWMSC
61
Wagner Wealth Management (South Carolina)
South Carolina
– -$24 -2 Closed
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