Who Owns KBWY?
Invesco KBW Premium Yield Equity REIT ETF — Institutional Ownership & 13F Holdings
$16.74
+0.16 (+0.94%)
Market Cap
$267.4M
Shares Outstanding
14,969,554
Institutional Holders
51
Total Inst. Value
$28.3M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
11
Closed Positions
8
Increased
14
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $10.3M | 615,536 |
| 2 | FIFTH THIRD SECURITIES, INC. | $3.8M | 225,888 |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.3M | 196,951 |
| 4 | WELLS FARGO & COMPANY/MN | $1.7M | 102,499 |
| 5 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 51,006 |
| 6 | BANK OF AMERICA CORP /DE/ | $1.1M | 62,978 |
| 7 | AMERIPRISE FINANCIAL INC | $1.0M | 62,887 |
| 8 | LMCG INVESTMENTS, LLC | $982K | 58,811 |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $659K | 39,478 |
| 10 | D. E. Shaw & Co., Inc.New | $652K | 39,044 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +30K | $10.3M |
| FIFTH THIRD SECURITIES, INC. | +9K | $3.8M |
| RAYMOND JAMES FINANCIAL INC | +45K | $3.3M |
| JONES FINANCIAL COMPANIES LLLP | +48K | $1.2M |
| LMCG INVESTMENTS, LLC | +26K | $982K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -51K | $1.7M |
| AMERIPRISE FINANCIAL INC | -39K | $1.0M |
| BANK OF AMERICA CORP /DE/ | -13K | $1.1M |
| CITADEL ADVISORS LLC | -9K | $701 |
| TWO SIGMA INVESTMENTS, LP | -6K | $2K |
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Frequently Asked Questions
How many institutional investors hold KBWY?
As of Q1 2025, 51 institutional investors report holding KBWY (Invesco KBW Premium Yield Equity REIT ETF) in their 13F filings.
Which hedge fund owns the most KBWY?
The largest institutional holder of KBWY is MORGAN STANLEY with $10.3M in shares.
Are institutions buying or selling KBWY?
This quarter, 11 institutions opened new positions in KBWY and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.