Invesco KBW Premium Yield Equity REIT ETF
KBWY
38 hedge funds and large institutions have $23.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
0.19% more ownership
Funds ownership: 22.74% → 22.93% (+0.19%)
0% more funds holding
Funds holding: 38 → 38 (0)
5% less capital invested
Capital invested by funds: $25.2M → $23.9M (-$1.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$673K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$660K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$409K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$370K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
| 2 |
LPL Financial
San Diego,
California
|
-$351K |
| 3 |
Morgan Stanley
New York
|
-$196K |
| 4 |
HPBT
High Point Bank & Trust
High Point,
North Carolina
|
-$171K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$131K |
KBWY Hedge Fund Activity: Q3 2015 in Review
38 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2015, worth a combined $23.9M — down 5% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KBWY positions and 1 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Gradient Investments, adding an estimated $673K. The largest seller was Citadel Advisors, cutting an estimated $1.87M.
- 38 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $23.9M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2015, down 5% quarter-over-quarter.
- 2 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2015 and 1 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2015 was Gradient Investments, an estimated $673K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2015 was Citadel Advisors, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2015.