Invesco KBW Premium Yield Equity REIT ETF
KBWY
47 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
50% more capital invested
Capital invested by funds: $30.3M → $45.5M (+$15.2M)
9% more funds holding
Funds holding: 43 → 47 (+4)
2.43% more ownership
Funds ownership: 15.72% → 18.15% (+2.4%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.28M |
| 2 |
Two Sigma Investments
New York
|
+$839K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$498K |
| 4 |
LPL Financial
San Diego,
California
|
+$392K |
| 5 |
Millennium Management
New York
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$552K |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$208K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$141K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$126K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$86.7K |
KBWY Hedge Fund Activity: Q3 2024 in Review
47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2024, worth a combined $45.5M — up 50% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWY positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.28M. The largest seller was D.E. Shaw & Co, cutting an estimated $552K.
- 47 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2024, up from 43 in Q2 2024.
- Funds reported $45.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2024, up 50% quarter-over-quarter.
- 10 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2024 was Morgan Stanley, an estimated $7.28M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2024 was D.E. Shaw & Co, an estimated $552K sold.
Based on aggregated 13F filings for Q3 2024.