Invesco KBW Premium Yield Equity REIT ETF
KBWY
69 hedge funds and large institutions have $78.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 15 closing their positions.
1.26% less ownership
Funds ownership: 25.92% → 24.66% (-1.3%)
8% less funds holding
Funds holding: 75 → 69 (-6)
28% less capital invested
Capital invested by funds: $109M → $78.2M (-$30.5M)
39% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 28
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$3.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.8M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.75M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.72M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.65M |
| 3 |
Morgan Stanley
New York
|
-$1.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
KBWY Hedge Fund Activity: Q4 2018 in Review
69 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2018, worth a combined $78.2M — down 28% from $109M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of KBWY and 9 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 17 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $3.23M. The largest seller was Invesco, cutting an estimated $11.7M.
- 69 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2018, down from 75 in Q3 2018.
- Funds reported $78.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2018 and 15 closed out, a net change of -6 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2018 was Prudential plc, an estimated $3.23M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2018 was Invesco, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2018.