Invesco KBW Premium Yield Equity REIT ETF
KBWY
55 hedge funds and large institutions have $51.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.
19% more capital invested
Capital invested by funds: $42.9M → $51.1M (+$8.19M)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
2% less funds holding
Funds holding: 56 → 55 (-1)
4.38% less ownership
Funds ownership: 21.24% → 16.86% (-4.4%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$1.38M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$917K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$817K |
| 5 |
Morgan Stanley
New York
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$827K |
| 3 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$323K |
| 4 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$302K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$143K |
KBWY Hedge Fund Activity: Q1 2021 in Review
55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2021, worth a combined $51.1M — up 19% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KBWY and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 17 added.
The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $1.38M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1.04M sold.
- 55 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2021, down from 56 in Q4 2020.
- Funds reported $51.1M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2021, up 19% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2021 and 9 closed out, a net change of -1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2021 was Bogart Wealth LLC, an estimated $1.38M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2021.