Invesco KBW Premium Yield Equity REIT ETF
KBWY
66 hedge funds and large institutions have $59.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.
14,800% more call options, than puts
Call options by funds: $298K | Put options by funds: $2K
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $49.7M → $59.5M (+$9.89M)
8% more funds holding
Funds holding: 61 → 66 (+5)
3.98% more ownership
Funds ownership: 20.68% → 24.66% (+4%)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.06M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$724K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$535K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.78M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.71M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$1.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 5 |
Goldman Sachs
New York
|
-$735K |
KBWY Hedge Fund Activity: Q4 2022 in Review
66 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q4 2022, worth a combined $59.5M — up 20% from $49.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KBWY positions and 9 closed out — a net gain of 5 holders — while 16 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was Invesco, exiting entirely with an estimated $2.78M sold.
- 66 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q4 2022, up from 61 in Q3 2022.
- Funds reported $59.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 14 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q4 2022 and 9 closed out, a net change of +5 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q4 2022 was Bank of America, an estimated $11.9M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q4 2022 was Invesco, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2022.