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Invesco KBW Premium Yield Equity REIT ETF

55 hedge funds and large institutions have $45.5M invested in Invesco KBW Premium Yield Equity REIT ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 5555 (0)

1.3% less ownership

Funds ownership: 19.4%18.1% (-1.3%)

6% less capital invested

Capital invested by funds: $48.5M → $45.5M (-$2.96M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $167K

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
12
Closed
7
Calls
Puts
$167K
Net Calls
-$167K
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11M -$58.1K -3,627 -0.5%
LPL Financial
2
LPL Financial
California
$10.2M -$29.8K -1,862 -0.3%
FTS
3
Fifth Third Securities
Ohio
$3.59M +$366K +22,832 +11%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.57M
HWA
5
Heartwood Wealth Advisors
Virginia
$2.25M +$309K +19,307 +15%
SF
6
Summit Financial
New Jersey
$2.21M -$2.99M -186,586 -56%
LI
7
LMCG Investments
Massachusetts
$1.84M +$734K +45,797 +61%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.27M +$60.6K +3,784 +5%
Wells Fargo
9
Wells Fargo
California
$1.26M +$210K +13,109 +19%
TRCT
10
Tower Research Capital (TRC)
New York
$1.19M +$823K +51,393 +193%
Ameriprise
11
Ameriprise
Minnesota
$955K -$44K -2,745 -4%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$908K +$418K +26,092 +78%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$878K +$324K +20,227 +54%
Bank of America
14
Bank of America
North Carolina
$834K -$241K -15,016 -22%
Citadel Advisors
15
Citadel Advisors
Florida
$690K +$724K +45,187 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$529K +$176K +10,961 +45%
Osaic Holdings
17
Osaic Holdings
Arizona
$449K +$232K +14,463 +97%
MML Investors Services
18
MML Investors Services
Massachusetts
$388K +$148K +9,253 +57%
Raymond James Financial
19
Raymond James Financial
Florida
$363K -$4.18K -261 -1%
Jane Street
20
Jane Street
New York
$303K -$529K -33,037 -63%
PA
21
PFG Advisors
Arizona
$244K +$9.31K +581 +4%
S
22
Sunpointe
Missouri
$221K +$433 +27 +0.2%
UCFA
23
United Capital Financial Advisors
Texas
$204K -$82.5K -5,150 -28%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$193K -$1.43M -88,960 -88%
UBS Group
25
UBS Group
Switzerland
$112K -$12.7K -792 -10%