Invesco KBW Premium Yield Equity REIT ETF
KBWY
23 hedge funds and large institutions have $16.8M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
69% more capital invested
Capital invested by funds: $9.95M → $16.8M (+$6.84M)
5.23% more ownership
Funds ownership: 13.81% → 19.03% (+5.2%)
5% more funds holding
Funds holding: 22 → 23 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.01M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$945K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$909K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$45K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$13.8K |
| 3 |
AIG
American International Group
New York
|
-$12.9K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$6.95K |
KBWY Hedge Fund Activity: Q2 2014 in Review
23 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2014, worth a combined $16.8M — up 69% from $9.95M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KBWY positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.01M. The largest seller was Brouwer & Janachowski, exiting entirely with an estimated $45K sold.
- 23 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $16.8M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2014, up 69% quarter-over-quarter.
- 2 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2014 was Morgan Stanley, an estimated $2.01M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2014 was Brouwer & Janachowski, an estimated $45K sold.
Based on aggregated 13F filings for Q2 2014.