Invesco KBW Premium Yield Equity REIT ETF
KBWY
58 hedge funds and large institutions have $57.3M invested in Invesco KBW Premium Yield Equity REIT ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.
143% more capital inflows, than outflows
Capital inflows: $8.38M | Capital outflows: $3.45M
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
5% more funds holding
Funds holding: 55 → 58 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 16.86% → 16.12% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$760K |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$721K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$716K |
| 5 |
LPL Financial
San Diego,
California
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$479K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$421K |
| 4 |
Bogart Wealth LLC
Mclean,
Virginia
|
-$367K |
| 5 |
Adell Harriman & Carpenter
Houston,
Texas
|
-$230K |
KBWY Hedge Fund Activity: Q2 2021 in Review
58 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2021, worth a combined $57.3M — up 12% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWY positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.
- 58 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2021, up from 55 in Q1 2021.
- Funds reported $57.3M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 12 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2021 and 7 closed out, a net change of +5 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $1.12M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2021 was Susquehanna International Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2021.