Invesco KBW Premium Yield Equity REIT ETF
KBWY
54 hedge funds and large institutions have $40.2M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.
1,300% more call options, than puts
Call options by funds: $210K | Put options by funds: $15K
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 53 → 54 (+1)
0% more capital inflows, than outflows
Capital inflows: $5.02M | Capital outflows: $5.01M
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
2.65% less ownership
Funds ownership: 21.26% → 18.61% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$836K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$772K |
| 3 |
D.E. Shaw & Co
New York
|
+$676K |
| 4 |
Morgan Stanley
New York
|
+$517K |
| 5 |
LMCG Investments
Boston,
Massachusetts
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPS Advisory Solutions
Louisville,
Kentucky
|
-$1.65M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$881K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$782K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$673K |
| 5 |
Clear Creek Financial Management
Silverdale,
Washington
|
-$259K |
KBWY Hedge Fund Activity: Q1 2025 in Review
54 of the 7,488 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q1 2025, worth a combined $40.2M — down 18% from $48.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KBWY positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $836K. The largest seller was RPS Advisory Solutions, exiting entirely with an estimated $1.65M sold.
- 54 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q1 2025, up from 53 in Q4 2024.
- Funds reported $40.2M of Invesco KBW Premium Yield Equity REIT ETF stock for Q1 2025, down 18% quarter-over-quarter.
- 8 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q1 2025 and 6 closed out, a net change of +2 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q1 2025 was LPL Financial, an estimated $836K added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q1 2025 was RPS Advisory Solutions, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2025.