Invesco KBW Premium Yield Equity REIT ETF
KBWY
63 hedge funds and large institutions have $60.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 14 closing their positions.
0.78% less ownership
Funds ownership: 22.15% → 21.37% (-0.78%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
13% less funds holding
Funds holding: 72 → 63 (-9)
17% less capital invested
Capital invested by funds: $73.2M → $60.7M (-$12.5M)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.31M |
| 2 |
SWA
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
+$1.06M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$643K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$590K |
| 5 |
LPL Financial
San Diego,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.06M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.87M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$559K |
| 4 |
N
Natixis
Paris,
France
|
-$446K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
76
EPG Wealth Management
Atlanta,
Georgia
| – | -$1K | -43 | Closed |
|
77
Simplex Trading
Chicago,
Illinois
| – | +$859 | +37 | New |
|
KBWY Hedge Fund Activity: Q2 2022 in Review
63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2022, worth a combined $60.7M — down 17% from $73.2M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KBWY and 6 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.31M. The largest seller was Osaic Holdings, cutting an estimated $3.06M.
- 63 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2022, down from 72 in Q1 2022.
- Funds reported $60.7M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 6 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2022 and 14 closed out, a net change of -8 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $1.31M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2022 was Osaic Holdings, an estimated $3.06M sold.
Based on aggregated 13F filings for Q2 2022.