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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

52 hedge funds and large institutions have $40.1M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
16
Closed
6
Calls
$210K
Puts
$15K
Net Calls
+$195K
Net Calls Change
+$100K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.91M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.29M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$652K
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
LI
5
LMCG Investments
Massachusetts
$982K

Top Sellers

1
RAS
1
RPS Advisory Solutions
Kentucky
$0
2
Wells Fargo
2
Wells Fargo
California
$1.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.05M
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.3M 615,536 +29,838 +5%
LPL Financial
2
LPL Financial
California
$9.91M 593,978 +48,284 +9%
FTS
3
Fifth Third Securities
Ohio
$3.77M 225,888 +8,848 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$3.29M 196,951 +44,554 +29%
Wells Fargo
5
Wells Fargo
California
$1.71M 102,499 -50,827 -33%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.62M 97,062 -5,585 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.19M 71,358 -3,116 -4%
Bank of America
8
Bank of America
North Carolina
$1.05M 62,978 -12,790 -17%
Ameriprise
9
Ameriprise
Minnesota
$1.05M 62,887 -38,852 -38%
LI
10
LMCG Investments
Massachusetts
$982K 58,811 +26,465 +82%
UCFA
11
United Capital Financial Advisors
Texas
$659K 39,478 -290 -0.7%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$652K 39,044 +39,044 New
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$482K 28,853 +16,545 +134%
Osaic Holdings
14
Osaic Holdings
Arizona
$391K 23,428 -1,699 -7%
TRCT
15
Tower Research Capital (TRC)
New York
$371K 22,239 +20,992 +1,683%
S
16
Sunpointe
Missouri
$319K 19,111 +19,111 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$311K 18,614 +107 +0.6%
QC
18
Quadrature Capital
United Kingdom
$310K 18,612 +18,612 New
CF
19
Centaurus Financial
California
$255K 15,280 -825 -5%
MML Investors Services
20
MML Investors Services
Massachusetts
$237K 14,206 +3,093 +28%
SFP
21
Sandbox Financial Partners
Maryland
$231K 13,857 – –
SOS
22
Silver Oak Securities
Tennessee
$204K 12,255 +712 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$198K 11,848 -3,858 -25%
UBS Group
24
UBS Group
Switzerland
$147K 8,826 +4,479 +103%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$120K 7,242 +3,781 +109%
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