Invesco KBW Premium Yield Equity REIT ETF
KBWY
60 hedge funds and large institutions have $135M invested in Invesco KBW Premium Yield Equity REIT ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.
140% more capital inflows, than outflows
Capital inflows: $17.1M | Capital outflows: $7.1M
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
13% more funds holding
Funds holding: 53 → 60 (+7)
1.28% more ownership
Funds ownership: 36.23% → 37.51% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.92M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.82M |
| 3 |
Advisor Group
Phoenix,
Arizona
|
+$1.41M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.2M |
| 5 |
Virtu Financial
New York
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Global Financial Private Capital
Sarasota,
Florida
|
-$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$962K |
| 3 |
Morgan Stanley
New York
|
-$937K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
-$681K |
| 5 |
Gradient Investments
Arden Hills,
Minnesota
|
-$555K |
KBWY Hedge Fund Activity: Q4 2017 in Review
60 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2017, worth a combined $135M — up 1.7% from $133M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KBWY positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Invesco, adding an estimated $4.92M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $1.33M sold.
- 60 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2017, up from 53 in Q3 2017.
- Funds reported $135M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2017, up 1.7% quarter-over-quarter.
- 14 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2017 was Invesco, an estimated $4.92M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2017 was Global Financial Private Capital, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2017.