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Invesco KBW Premium Yield Equity REIT ETF
KBWY

27 hedge funds and large institutions have $39.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

39.47% more ownership

Funds ownership: 0% → 39.47% (+39%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M +$12.1M +365,412 New
Wells Fargo
2
Wells Fargo
California
$7.31M +$7.78M +234,599 New
U
3
UBS
Switzerland
$5.72M +$6.09M +183,720 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.81M +$2.99M +90,315 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.69M +$2.86M +86,260 New
Bank of America
6
Bank of America
North Carolina
$2.69M +$2.86M +86,214 New
VFS
7
VSR Financial Services
Kansas
$1.26M +$1.34M +40,517 New
LPL Financial
8
LPL Financial
California
$945K +$1.01M +30,335 New
SNC
9
Stifel Nicolaus & Co
Missouri
$928K +$987K +29,768 New
AHC
10
Adell Harriman & Carpenter
Texas
$885K +$941K +28,400 New
RJA
11
Raymond James & Associates
Florida
$484K +$515K +15,536 New
Deutsche Bank
12
Deutsche Bank
Germany
$295K +$314K +9,487 New
Jane Street
13
Jane Street
New York
$286K +$304K +9,183 New
GAM
14
Griffin Asset Management
New York
$270K +$287K +8,659 New
SI
15
SII Investments
Wisconsin
$252K +$268K +8,097 New
IH
16
IFC Holdings
Florida
$227K +$240K +7,246 New
SCM
17
Southport Capital Management
Tennessee
$223K +$237K +7,153 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$214K +$227K +6,856 New
Ameriprise
19
Ameriprise
Minnesota
$189K +$201K +6,075 New
MFS
20
MSI Financial Services
Massachusetts
$106K +$113K +3,410 New
AIG
21
American International Group
New York
$56.1K +$59.6K +1,799 New
NES
22
New England Securities
New York
$48K +$51K +1,539 New
Citigroup
23
Citigroup
New York
$42K +$44.5K +1,342 New
FBT
24
Founders Bank & Trust
Michigan
$24K +$25.5K +770 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5K +$4.97K +150 New
1
2

KBWY Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2013, worth a combined $39.4M.

Buyers outnumbered sellers: 27 funds opened new KBWY positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $39.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2013.
  • 27 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.