Invesco KBW Premium Yield Equity REIT ETF
KBWY
36 hedge funds and large institutions have $35.6M invested in Invesco KBW Premium Yield Equity REIT ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $30.4M → $35.6M (+$5.13M)
0.52% more ownership
Funds ownership: 25.9% → 26.42% (+0.52%)
3% less funds holding
Funds holding: 37 → 36 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.01M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$782K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$675K |
| 4 |
Jane Street
New York
|
+$620K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$630K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$476K |
| 3 |
Morgan Stanley
New York
|
-$394K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$240K |
| 5 |
AIG
American International Group
New York
|
-$228K |
KBWY Hedge Fund Activity: Q1 2015 in Review
36 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2015, worth a combined $35.6M — up 17% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KBWY positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.01M. The largest seller was UBS Group, cutting an estimated $630K.
- 36 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2015, down from 37 in Q4 2014.
- Funds reported $35.6M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2015, up 17% quarter-over-quarter.
- 6 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2015 and 5 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2015 was Raymond James & Associates, an estimated $1.01M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2015 was UBS Group, an estimated $630K sold.
Based on aggregated 13F filings for Q1 2015.