Invesco KBW Premium Yield Equity REIT ETF
KBWY
61 hedge funds and large institutions have $49.7M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 10 closing their positions.
0.69% less ownership
Funds ownership: 21.37% → 20.68% (-0.69%)
3% less funds holding
Funds holding: 63 → 61 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
18% less capital invested
Capital invested by funds: $60.7M → $49.7M (-$11M)
56% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.25M |
| 2 |
Goldman Sachs
New York
|
+$1.21M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.08M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$885K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.11M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.74M |
| 3 |
Jane Street
New York
|
-$701K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$505K |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$326K |
KBWY Hedge Fund Activity: Q3 2022 in Review
61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2022, worth a combined $49.7M — down 18% from $60.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of KBWY and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 11 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $2.25M. The largest seller was MML Investors Services, cutting an estimated $2.11M.
- 61 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2022, down from 63 in Q2 2022.
- Funds reported $49.7M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2022, down 18% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2022 and 10 closed out, a net change of -1 holder.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2022 was Private Advisor Group, an estimated $2.25M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2022 was MML Investors Services, an estimated $2.11M sold.
Based on aggregated 13F filings for Q3 2022.