Invesco KBW Premium Yield Equity REIT ETF
KBWY
22 hedge funds and large institutions have $10M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
72% less capital inflows, than outflows
Capital inflows: $1.57M | Capital outflows: $5.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adell Harriman & Carpenter
Houston,
Texas
|
+$300K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$266K |
| 3 |
Gradient Investments
Arden Hills,
Minnesota
|
+$220K |
| 4 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$194K |
| 5 |
Brouwer & Janachowski
Mill Valley,
California
|
+$44.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.87M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$760K |
| 3 |
UBS
Zurich,
Switzerland
|
-$610K |
| 4 |
Timber Hill
Greenwich,
Connecticut
|
-$336K |
| 5 |
Virtu KCG Holdings
New York
|
-$301K |
KBWY Hedge Fund Activity: Q1 2014 in Review
22 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2014, worth a combined $10M — down 26% from $13.4M a quarter earlier.
Fund positioning in KBWY was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Adell Harriman & Carpenter, adding an estimated $300K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.87M sold.
- 22 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $10M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2014, down 26% quarter-over-quarter.
- 5 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2014 and 5 closed out, a net change of 0 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2014 was Adell Harriman & Carpenter, an estimated $300K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2014 was Susquehanna International Group, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2014.