Invesco KBW Premium Yield Equity REIT ETF
KBWY
72 hedge funds and large institutions have $73.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 14 closing their positions.
7% more capital invested
Capital invested by funds: $68.4M → $73.2M (+$4.85M)
1.66% more ownership
Funds ownership: 20.49% → 22.15% (+1.7%)
0% more funds holding
Funds holding: 72 → 72 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.44M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
+$2.07M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.28M |
| 5 |
Jane Street
New York
|
+$771K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$1.31M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$1.04M |
| 3 |
Goldman Sachs
New York
|
-$970K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$567K |
| 5 |
Morgan Stanley
New York
|
-$566K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
76
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$233 | -9,110 | Closed |
|
|
SCM
77
Sterneck Capital Management
Kansas City,
Missouri
| – | -$233K | -9,086 | Closed |
|
|
SEP
78
Southland Equity Partners
Wildwood,
Missouri
| – | -$223K | -8,688 | Closed |
|
|
KAS
79
Kestra Advisory Services
Austin,
Texas
| – | -$210K | -8,191 | Closed |
|
|
AF
80
Advisornet Financial
Minnetonka,
Minnesota
| – | -$121K | -4,700 | Closed |
|
|
CFGS
81
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$39.5K | -1,600 | Closed |
|
|
APA
82
American Portfolios Advisors
Holbrook,
New York
| – | -$36.5K | -1,423 | Closed |
|
|
FPWM
83
FSB Premier Wealth Management
Waterloo,
Iowa
| – | -$22K | -878 | Closed |
|
84
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$18K | -713 | Closed |
|
|
CA
85
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -535 | Closed |
|
KBWY Hedge Fund Activity: Q1 2022 in Review
72 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2022, worth a combined $73.2M — up 7.1% from $68.4M a quarter earlier.
Fund positioning in KBWY was balanced in Q1 2022: 14 funds opened new positions, 14 closed out, 19 added to existing stakes and 24 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.75M. The largest seller was Castleview Partners, cutting an estimated $1.31M.
- 72 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $73.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2022, up 7.1% quarter-over-quarter.
- 14 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2022 and 14 closed out, a net change of 0 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2022 was Wells Fargo, an estimated $2.75M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2022 was Castleview Partners, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2022.