Invesco KBW Premium Yield Equity REIT ETF
KBWY
56 hedge funds and large institutions have $42.9M invested in Invesco KBW Premium Yield Equity REIT ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
6% more funds holding
Funds holding: 53 → 56 (+3)
4% more capital invested
Capital invested by funds: $41.3M → $42.9M (+$1.63M)
2.55% less ownership
Funds ownership: 23.78% → 21.24% (-2.5%)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$718K |
| 2 |
Morgan Stanley
New York
|
+$708K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$397K |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$240K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.36M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.11M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$884K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$815K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$671K |
KBWY Hedge Fund Activity: Q4 2020 in Review
56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2020, worth a combined $42.9M — up 3.9% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWY positions and 9 closed out — a net gain of 3 holders — while 8 added to existing stakes and 20 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $718K. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $1.36M sold.
- 56 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2020, up from 53 in Q3 2020.
- Funds reported $42.9M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2020, up 3.9% quarter-over-quarter.
- 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2020 and 9 closed out, a net change of +3 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $718K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2020 was B. Riley Wealth Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2020.