Invesco KBW Premium Yield Equity REIT ETF
KBWY
66 hedge funds and large institutions have $71.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
1.72% less ownership
Funds ownership: 23.56% → 21.84% (-1.7%)
7% less funds holding
Funds holding: 71 → 66 (-5)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
27% less capital inflows, than outflows
Capital inflows: $8.17M | Capital outflows: $11.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gradient Investments
Arden Hills,
Minnesota
|
+$1.65M |
| 2 |
Goldman Sachs
New York
|
+$1.17M |
| 3 |
Tower Research Capital (TRC)
New York
|
+$1.02M |
| 4 |
LPL Financial
San Diego,
California
|
+$874K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.51M |
| 2 |
Advisor Group
Phoenix,
Arizona
|
-$1.47M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$1.31M |
| 4 |
Merriman Wealth Management
Seattle,
Washington
|
-$1.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
KBWY Hedge Fund Activity: Q2 2019 in Review
66 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2019, worth a combined $71.5M — down 12% from $81.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of KBWY and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.
The largest buyer was Gradient Investments, adding an estimated $1.65M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $2.51M sold.
- 66 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2019, down from 71 in Q1 2019.
- Funds reported $71.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2019, down 12% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2019 and 10 closed out, a net change of -2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2019 was Gradient Investments, an estimated $1.65M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2019 was Simplicity Solutions, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2019.