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Invesco KBW Premium Yield Equity REIT ETF
KBWY

Overview Fund Activity

51 hedge funds and large institutions have $38.4M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$396K

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$1.71M
2
LPL Financial
2
LPL Financial
California
$10.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Jane Street
4
Jane Street
New York
$498K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$321K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$485K
2
Two Sigma Investments
2
Two Sigma Investments
New York
$853K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M +$1.5M +95,185 +16%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M +$710K +45,145 +7%
FTS
3
Fifth Third Securities
Ohio
$3.56M +$4.14K +263 +0.1%
HWA
4
Heartwood Wealth Advisors
Virginia
$1.71M +$1.71M +108,646 New
Wells Fargo
5
Wells Fargo
California
$1.32M -$290K -18,466 -18%
LI
6
LMCG Investments
Massachusetts
$1.22M +$298K +18,924 +32%
Bank of America
7
Bank of America
North Carolina
$1.16M +$171K +10,855 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.08M -$43.2K -2,749 -4%
Ameriprise
9
Ameriprise
Minnesota
$993K +$6.45K +411 +0.7%
Two Sigma Investments
10
Two Sigma Investments
New York
$853K -$673K -42,815 -44%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$556K +$103K +6,519 +23%
UCFA
12
United Capital Financial Advisors
Texas
$517K -$104K -6,628 -17%
Jane Street
13
Jane Street
New York
$498K +$498K +31,660 New
Raymond James Financial
14
Raymond James Financial
Florida
$485K -$2.61M -166,121 -84%
Marshall Wace
15
Marshall Wace
United Kingdom
$321K +$321K +20,390 New
Osaic Holdings
16
Osaic Holdings
Arizona
$315K -$72.6K -4,391 -19%
S
17
Sunpointe
Missouri
$301K +$267 +17 +0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$286K -$7.07K -449 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$249K +$136K +8,640 +119%
SFP
20
Sandbox Financial Partners
Maryland
$245K +$26.7K +1,700 +12%
CF
21
Centaurus Financial
California
$232K -$7.85K -500 -3%
MML Investors Services
22
MML Investors Services
Massachusetts
$225K +$1.6K +102 +0.7%
IP
23
Intellectus Partners
California
$200K +$200K +12,700 New
UBS Group
24
UBS Group
Switzerland
$142K +$3.13K +199 +2%
AAS
25
Ameritas Advisory Services
Nebraska
$137K +$137K +8,698 New
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