Invesco KBW Premium Yield Equity REIT ETF
KBWY
59 hedge funds and large institutions have $102M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
2% less funds holding
Funds holding: 60 → 59 (-1)
8.61% less ownership
Funds ownership: 37.51% → 28.9% (-8.6%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
24% less capital invested
Capital invested by funds: $135M → $102M (-$33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.81M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$865K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.04M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.73M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.88M |
KBWY Hedge Fund Activity: Q1 2018 in Review
59 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2018, worth a combined $102M — down 24% from $135M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KBWY and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 22 added.
The largest buyer was Jane Street, opening a new position worth an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $5.04M.
- 59 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2018, down from 60 in Q4 2017.
- Funds reported $102M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2018, down 24% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2018 and 9 closed out, a net change of -1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2018 was Jane Street, an estimated $1.81M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2018 was Morgan Stanley, an estimated $5.04M sold.
Based on aggregated 13F filings for Q1 2018.