Invesco KBW Premium Yield Equity REIT ETF
KBWY
55 hedge funds and large institutions have $44M invested in Invesco KBW Premium Yield Equity REIT ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 10 closing their positions.
1,524% more call options, than puts
Call options by funds: $276K | Put options by funds: $17K
2.48% less ownership
Funds ownership: 23.73% → 21.25% (-2.5%)
4% less funds holding
Funds holding: 57 → 55 (-2)
15% less capital invested
Capital invested by funds: $52.1M → $44M (-$8M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$600K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$588K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$580K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$459K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.76M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.55M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.55M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$517K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$352K |
KBWY Hedge Fund Activity: Q3 2023 in Review
55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2023, worth a combined $44M — down 15% from $52.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of KBWY and 8 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was Ameriprise, adding an estimated $600K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.76M.
- 55 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2023, down from 57 in Q2 2023.
- Funds reported $44M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2023 and 10 closed out, a net change of -2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2023 was Ameriprise, an estimated $600K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $3.76M sold.
Based on aggregated 13F filings for Q3 2023.