Invesco KBW Premium Yield Equity REIT ETF
KBWY
40 hedge funds and large institutions have $25.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
6% more capital invested
Capital invested by funds: $23.9M → $25.4M (+$1.54M)
5% more funds holding
Funds holding: 38 → 40 (+2)
1.27% more ownership
Funds ownership: 22.93% → 24.2% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$726K |
| 2 |
LPL Financial
San Diego,
California
|
+$558K |
| 3 |
Jane Street
New York
|
+$454K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$377K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$472K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$227K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$215K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$133K |
KBWY Hedge Fund Activity: Q4 2015 in Review
40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2015, worth a combined $25.4M — up 6.4% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KBWY positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $726K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.14M.
- 40 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $25.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2015, up 6.4% quarter-over-quarter.
- 5 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2015 and 3 closed out, a net change of +2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2015 was Citadel Advisors, an estimated $726K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2015 was Cambridge Investment Research Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2015.