Invesco KBW Premium Yield Equity REIT ETF
KBWY
71 hedge funds and large institutions have $81.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 69 → 71 (+2)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
4% more capital invested
Capital invested by funds: $78.2M → $81.2M (+$2.97M)
1.1% less ownership
Funds ownership: 24.66% → 23.56% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$743K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$340K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$270K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$261K |
| 5 |
JA
JVL Associates
Wyoming,
Michigan
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$2.83M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.77M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.11M |
| 5 |
OAM
Occidental Asset Management
Burlingame,
California
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | -$31 | -1 | -50% |
|
KBWY Hedge Fund Activity: Q1 2019 in Review
71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2019, worth a combined $81.2M — up 3.8% from $78.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWY positions and 6 closed out — a net gain of 2 holders — while 25 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $743K. The largest seller was Citadel Advisors, cutting an estimated $2.88M.
- 71 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2019, up from 69 in Q4 2018.
- Funds reported $81.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2019, up 3.8% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2019 was LPL Financial, an estimated $743K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2019 was Citadel Advisors, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2019.