Invesco KBW Premium Yield Equity REIT ETF
KBWY
57 hedge funds and large institutions have $42.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
2% more funds holding
Funds holding: 56 → 57 (+1)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
1.34% less ownership
Funds ownership: 25.77% → 24.43% (-1.3%)
48% less capital inflows, than outflows
Capital inflows: $5.27M | Capital outflows: $10.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAP Consulting
Kirkwood,
Missouri
|
+$1.39M |
| 2 |
Northwest Bancshares
Warren,
Pennsylvania
|
+$1.11M |
| 3 |
Avantax Advisory Services
Dallas,
Texas
|
+$339K |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$306K |
| 5 |
Goldman Sachs
New York
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
| 4 |
Adell Harriman & Carpenter
Houston,
Texas
|
-$975K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$929K |
KBWY Hedge Fund Activity: Q2 2020 in Review
57 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2020, worth a combined $42.5M — up 2.8% from $41.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWY positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was TAP Consulting, adding an estimated $1.39M. The largest seller was Wells Fargo, cutting an estimated $1.97M.
- 57 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2020, up from 56 in Q1 2020.
- Funds reported $42.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2020, up 2.8% quarter-over-quarter.
- 11 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2020 and 9 closed out, a net change of +2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2020 was TAP Consulting, an estimated $1.39M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2020 was Wells Fargo, an estimated $1.97M sold.
Based on aggregated 13F filings for Q2 2020.