Invesco KBW Premium Yield Equity REIT ETF
KBWY
22 hedge funds and large institutions have $13.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
4.04% less ownership
Funds ownership: 24.99% → 20.95% (-4%)
8% less funds holding
Funds holding: 24 → 22 (-2)
22% less capital invested
Capital invested by funds: $17.2M → $13.4M (-$3.77M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.8M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$600K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$404K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.24M |
| 2 |
Morgan Stanley
New York
|
-$3.73M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$591K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$427K |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
-$219K |
KBWY Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2013, worth a combined $13.4M — down 22% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of KBWY and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.51M. The largest seller was Wells Fargo, cutting an estimated $4.24M.
- 22 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2013, down from 24 in Q3 2013.
- Funds reported $13.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2013, down 22% quarter-over-quarter.
- 2 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2013 and 3 closed out, a net change of -1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2013 was Goldman Sachs, an estimated $2.51M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2013 was Wells Fargo, an estimated $4.24M sold.
Based on aggregated 13F filings for Q4 2013.