Invesco KBW Premium Yield Equity REIT ETF
KBWY
67 hedge funds and large institutions have $107M invested in Invesco KBW Premium Yield Equity REIT ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
14% more funds holding
Funds holding: 59 → 67 (+8)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
3.19% less ownership
Funds ownership: 28.9% → 25.71% (-3.2%)
61% less capital inflows, than outflows
Capital inflows: $5.6M | Capital outflows: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
| 2 |
Venturi Wealth Management
Austin,
Texas
|
+$469K |
| 3 |
Advisornet Financial
Minnetonka,
Minnesota
|
+$414K |
| 4 |
Advisor Group
Phoenix,
Arizona
|
+$372K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.92M |
| 3 |
Jane Street
New York
|
-$1.75M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.39M |
KBWY Hedge Fund Activity: Q2 2018 in Review
67 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2018, worth a combined $107M — up 4.4% from $102M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KBWY positions and 3 closed out — a net gain of 10 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $1.09M. The largest seller was Invesco, cutting an estimated $4.5M.
- 67 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2018, up from 59 in Q1 2018.
- Funds reported $107M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2018, up 4.4% quarter-over-quarter.
- 13 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2018 and 3 closed out, a net change of +10 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2018 was Bank of America, an estimated $1.09M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2018 was Invesco, an estimated $4.5M sold.
Based on aggregated 13F filings for Q2 2018.