Invesco KBW Premium Yield Equity REIT ETF
KBWY
57 hedge funds and large institutions have $55M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.
119% more call options, than puts
Call options by funds: $125K | Put options by funds: $57K
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
0.38% less ownership
Funds ownership: 24.66% → 24.28% (-0.38%)
8% less capital invested
Capital invested by funds: $59.5M → $55M (-$4.53M)
14% less funds holding
Funds holding: 66 → 57 (-9)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.67M |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$928K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$777K |
| 4 |
Morgan Stanley
New York
|
+$629K |
| 5 |
Jane Street
New York
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$860K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
KBWY Hedge Fund Activity: Q1 2023 in Review
57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2023, worth a combined $55M — down 7.6% from $59.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of KBWY and 5 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 18 added.
The largest buyer was Gradient Investments, adding an estimated $3.67M. The largest seller was Bank of America, cutting an estimated $1.74M.
- 57 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2023, down from 66 in Q4 2022.
- Funds reported $55M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2023, down 7.6% quarter-over-quarter.
- 5 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2023 and 13 closed out, a net change of -8 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2023 was Gradient Investments, an estimated $3.67M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2023 was Bank of America, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2023.