Invesco KBW Premium Yield Equity REIT ETF
KBWY
57 hedge funds and large institutions have $46.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
21% more capital invested
Capital invested by funds: $38.5M → $46.5M (+$8.01M)
12% more funds holding
Funds holding: 51 → 57 (+6)
1.38% more ownership
Funds ownership: 17.22% → 18.61% (+1.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $563K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$5.08M |
| 2 |
Morgan Stanley
New York
|
+$1.17M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$745K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$528K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$853K |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$653K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$321K |
| 4 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$245K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$164K |
KBWY Hedge Fund Activity: Q3 2025 in Review
57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) for Q3 2025, worth a combined $46.5M — up 21% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWY positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $5.08M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $853K sold.
- 57 institutional investors held Invesco KBW Premium Yield Equity REIT ETF (KBWY) as of Q3 2025, up from 51 in Q2 2025.
- Funds reported $46.5M of Invesco KBW Premium Yield Equity REIT ETF stock for Q3 2025, up 21% quarter-over-quarter.
- 11 funds opened new Invesco KBW Premium Yield Equity REIT ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
- The largest Invesco KBW Premium Yield Equity REIT ETF buyer in Q3 2025 was Summit Financial, an estimated $5.08M added.
- The largest Invesco KBW Premium Yield Equity REIT ETF seller in Q3 2025 was Two Sigma Investments, an estimated $853K sold.
Based on aggregated 13F filings for Q3 2025.