Invesco KBW Premium Yield Equity REIT ETF
KBWY
56 hedge funds and large institutions have $41.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 19 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
2.11% less ownership
Funds ownership: 27.88% → 25.77% (-2.1%)
25% less funds holding
Funds holding: 75 → 56 (-19)
52% less capital invested
Capital invested by funds: $86.6M → $41.4M (-$45.2M)
79% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.38M |
| 2 |
HT
HAP Trading
New York
|
+$903K |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$888K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$719K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$618K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$6.84M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.63M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.33M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$796K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$794K |
KBWY Hedge Fund Activity: Q1 2020 in Review
56 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2020, worth a combined $41.4M — down 52% from $86.6M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of KBWY and 4 opened new positions — a net loss of 15 holders — while 11 trimmed existing stakes and 25 added.
The largest buyer was Invesco, adding an estimated $2.38M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $6.84M sold.
- 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2020, down from 75 in Q4 2019.
- Funds reported $41.4M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2020, down 52% quarter-over-quarter.
- 4 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2020 and 19 closed out, a net change of -15 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2020 was Invesco, an estimated $2.38M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2020 was Beacon Harbor Wealth Advisors, an estimated $6.84M sold.
Based on aggregated 13F filings for Q1 2020.