Invesco KBW Premium Yield Equity REIT ETF
KBWY
57 hedge funds and large institutions have $52.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
46% more call options, than puts
Call options by funds: $102K | Put options by funds: $70K
0% more funds holding
Funds holding: 57 → 57 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0.55% less ownership
Funds ownership: 24.28% → 23.73% (-0.55%)
5% less capital invested
Capital invested by funds: $55M → $52.1M (-$2.96M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$8.31M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.51M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.49M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.49M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$6.56M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$654K |
| 4 |
Morgan Stanley
New York
|
-$372K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$370K |
KBWY Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q2 2023, worth a combined $52.1M — down 5.4% from $55M a quarter earlier.
Fund positioning in KBWY was balanced in Q2 2023: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 12 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $8.31M. The largest seller was Bank of America, cutting an estimated $11.3M.
- 57 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $52.1M of Invesco KBW Premium Yield Equity REIT ETF stock for Q2 2023, down 5.4% quarter-over-quarter.
- 9 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q2 2023 and 9 closed out, a net change of 0 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q2 2023 was Bessemer Group, an estimated $8.31M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q2 2023 was Bank of America, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2023.