Invesco KBW Premium Yield Equity REIT ETF
KBWY
37 hedge funds and large institutions have $72.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.
349% more capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $6.01M
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 37 → 37 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$15.5M |
| 2 |
MSI Financial Services
Springfield,
Massachusetts
|
+$1.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$976K |
| 4 |
Adell Harriman & Carpenter
Houston,
Texas
|
+$740K |
| 5 |
Gradient Investments
Arden Hills,
Minnesota
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.56M |
| 3 |
AIG
American International Group
New York
|
-$431K |
| 4 |
Virtu KCG Holdings
New York
|
-$280K |
| 5 |
SII Investments
Appleton,
Wisconsin
|
-$244K |
KBWY Hedge Fund Activity: Q2 2016 in Review
37 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2016, worth a combined $72.2M — up 58% from $45.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KBWY positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $15.5M. The largest seller was LPL Financial, cutting an estimated $3.3M.
- 37 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $72.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2016, up 58% quarter-over-quarter.
- 5 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2016 and 4 closed out, a net change of +1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2016 was Invesco, an estimated $15.5M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2016 was LPL Financial, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2016.