Invesco KBW Premium Yield Equity REIT ETF
KBWY
37 hedge funds and large institutions have $30.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
58% more capital invested
Capital invested by funds: $19.3M → $30.4M (+$11.2M)
12% more funds holding
Funds holding: 33 → 37 (+4)
4.48% more ownership
Funds ownership: 21.42% → 25.9% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.49M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$968K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$840K |
| 5 |
AHC
Adell Harriman & Carpenter
Houston,
Texas
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.27M |
| 2 |
Jane Street
New York
|
-$557K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$474K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$84.8K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$83K |
KBWY Hedge Fund Activity: Q4 2014 in Review
37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2014, worth a combined $30.4M — up 58% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWY positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.99M. The largest seller was Royal Bank of Canada, cutting an estimated $2.27M.
- 37 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2014, up from 33 in Q3 2014.
- Funds reported $30.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2014, up 58% quarter-over-quarter.
- 10 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2014 and 5 closed out, a net change of +5 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2014 was Morgan Stanley, an estimated $6.99M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2014.