Invesco KBW Premium Yield Equity REIT ETF
KBWY
72 hedge funds and large institutions have $68.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
11% more funds holding
Funds holding: 65 → 72 (+7)
9% more capital invested
Capital invested by funds: $62.8M → $68.4M (+$5.62M)
1.46% more ownership
Funds ownership: 19.04% → 20.49% (+1.5%)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$914K |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$773K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$741K |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$597K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$487K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$2.49M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$852K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$651K |
| 5 |
HT
HAP Trading
New York
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PBF
76
Petix & Botte Financial
La Mesa,
California
| – | -$283K | -12,278 | Closed |
|
|
PFA
77
Peak Financial Advisors
Denver,
Colorado
| – | -$281K | -12,160 | Closed |
|
|
NB
78
Northwest Bancshares
Warren,
Pennsylvania
| – | -$263K | -11,368 | Closed |
|
79
Barclays
London,
United Kingdom
| – | -$34K | -1,462 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -102 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | +$193 | +8 | +267% |
|
KBWY Hedge Fund Activity: Q4 2021 in Review
72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2021, worth a combined $68.4M — up 9% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new KBWY positions and 9 closed out — a net gain of 7 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $914K. The largest seller was Sterneck Capital Management, cutting an estimated $2.49M.
- 72 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2021, up from 65 in Q3 2021.
- Funds reported $68.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2021, up 9% quarter-over-quarter.
- 16 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2021 and 9 closed out, a net change of +7 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2021 was Goldman Sachs, an estimated $914K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2021 was Sterneck Capital Management, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2021.