Invesco KBW Premium Yield Equity REIT ETF
KBWY
75 hedge funds and large institutions have $86.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
14% more funds holding
Funds holding: 66 → 75 (+9)
0.87% more ownership
Funds ownership: 27% → 27.88% (+0.87%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $89.2M → $86.6M (-$2.69M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.36M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$2.42M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.16M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$891K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11.3M |
| 2 |
Goldman Sachs
New York
|
-$1.2M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.19M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$989K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$679K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
76
HAP Trading
New York
| – | -$320K | -10,246 | Closed |
|
|
CCA
77
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$249K | -7,974 | Closed |
|
|
CAC
78
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$62K | -2,000 | Closed |
|
|
FAAS
79
First Allied Advisory Services
San Diego,
California
| – | -$56K | -1,755 | Closed |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$9.3K | -300 | Closed |
|
|
WAP
81
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$4.09K | -132 | -97% |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$3.07K | -99 | -99% |
|
KBWY Hedge Fund Activity: Q4 2019 in Review
75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2019, worth a combined $86.6M — down 3% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new KBWY positions and 8 closed out — a net gain of 10 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $3.36M. The largest seller was Gradient Investments, cutting an estimated $11.3M.
- 75 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2019, up from 66 in Q3 2019.
- Funds reported $86.6M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2019, down 3% quarter-over-quarter.
- 18 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2019 and 8 closed out, a net change of +10 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $3.36M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2019 was Gradient Investments, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2019.