Invesco KBW Premium Yield Equity REIT ETF
KBWY
66 hedge funds and large institutions have $89.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 12 closing their positions.
25% more capital invested
Capital invested by funds: $71.5M → $89.2M (+$17.7M)
5.16% more ownership
Funds ownership: 21.84% → 27% (+5.2%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0% more funds holding
Funds holding: 66 → 66 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$6.38M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.88M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.14M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$919K |
| 2 |
Morgan Stanley
New York
|
-$501K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$481K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$454K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -50 | Closed |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| – | +$747 | +25 | New |
|
KBWY Hedge Fund Activity: Q3 2019 in Review
66 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2019, worth a combined $89.2M — up 25% from $71.5M a quarter earlier.
Fund positioning in KBWY was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 21 added to existing stakes and 20 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $6.38M. The largest seller was Wells Fargo, cutting an estimated $919K.
- 66 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $89.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2019, up 25% quarter-over-quarter.
- 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2019 and 12 closed out, a net change of 0 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2019 was Beacon Harbor Wealth Advisors, an estimated $6.38M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2019 was Wells Fargo, an estimated $919K sold.
Based on aggregated 13F filings for Q3 2019.