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Invesco KBW Premium Yield Equity REIT ETF (KBWY) Institutional Ownership

Invesco KBW Premium Yield Equity REIT ETF logo
$15.51 +0.24 (+1.57%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$15.52 +0.01 (+0.03%)
As of 04/17/2025 05:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$18.56M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.19M
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KBWY Institutional Buying and Selling by Quarter

Invesco KBW Premium Yield Equity REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Lmcg Investments LLC58,811$982K0.1%+81.8%0.450%
4/1/2025 MassMutual Private Wealth & Trust FSB28,853$482K0.0%+134.4%0.231%
3/12/2025Centaurus Financial Inc.16,105$288K0.0%-35.6%0.129%
2/17/2025Two Sigma Investments LP102,647$1.84M0.0%+143.8%0.822%
2/17/2025Bank of America Corp DE75,768$1.36M0.0%-20.1%0.607%
2/17/2025Ameriprise Financial Inc.101,739$1.82M0.0%+86.2%0.815%
2/17/2025Anderson Financial Strategies LLC1,421$25K0.0%N/A0.011%
2/13/2025United Capital Financial Advisors LLC39,768$712K0.0%-2.9%0.319%
2/13/2025Raymond James Financial Inc.152,397$2.73M0.0%N/A1.221%
2/13/2025Wells Fargo & Company MN153,326$2.75M0.0%+80.3%1.229%
2/11/2025LPL Financial LLC545,694$9.77M0.0%+5.5%4.373%
2/11/2025TAP Consulting LLC321,151$5.75M1.2%-3.9%2.573%
2/6/2025Raymond James Financial Inc.152,397$2.73M0.0%N/A1.221%
2/6/2025Jones Financial Companies Lllp3,461$62K0.0%+85.2%0.028%
2/3/2025RPS Advisory Solutions LLC92,175$1.65M1.0%N/A0.739%
1/27/2025Silver Oak Securities Incorporated11,543$204K0.0%N/A0.093%
1/24/2025Spire Wealth Management1,701$30K0.0%-69.1%0.014%
1/24/2025Clear Creek Financial Management LLC14,442$259K0.0%-6.9%0.116%
1/23/2025Fifth Third Securities Inc.217,040$3.89M0.3%+80.2%1.745%
1/23/2025Crews Bank & Trust3,045$55K0.0%N/A0.024%
1/23/2025Synergy Asset Management LLC1,517$27K0.0%N/A0.012%
1/16/2025 Lmcg Investments LLC32,346$579K0.0%+54.7%0.256%
1/16/2025 MassMutual Private Wealth & Trust FSB12,308$220K0.0%+801.0%0.097%
11/15/2024MML Investors Services LLC10,569$223K0.0%-29.2%0.085%
11/15/2024Jane Street Group LLC10,415$220K0.0%N/A0.084%
11/12/2024Centaurus Financial Inc.25,015$528K0.0%N/A0.202%
10/29/2024Clear Creek Financial Management LLC15,520$327K0.0%-28.9%0.126%
10/29/2024 Lmcg Investments LLC20,908$441K0.0%+6.9%0.169%
10/19/2024Petix & Botte Co9,784$206K0.1%N/A0.080%
10/9/2024TAP Consulting LLC334,325$7.05M1.4%+1.7%2.772%
10/2/2024 Massmutual Trust Co. FSB ADV1,366$29K0.0%N/A0.011%
8/9/2024 Lmcg Investments LLC19,551$349K0.0%+24.9%0.180%
8/6/2024TAP Consulting LLC328,692$5.86M1.2%+7.2%3.021%
7/31/2024Commonwealth Equity Services LLC16,247$290K0.0%-5.2%0.150%
7/25/2024Clear Creek Financial Management LLC21,840$389K0.0%-17.3%0.201%
7/15/2024Fifth Third Securities Inc.130,880$2.33M0.2%N/A1.207%
4/26/2024Clear Creek Financial Management LLC26,414$477K0.1%+120.2%0.239%
4/25/2024Capital Investment Advisory Services LLC1,604$29K0.0%-43.5%0.015%
4/23/2024TAP Consulting LLC306,718$5.54M1.2%+8.1%2.778%
4/15/2024 Sandbox Financial Partners LLC10,612$192K0.1%N/A0.097%
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4/15/2024 Future Financial Wealth Managment LLC1,600$29K0.0%N/A0.015%
2/9/2024Advisory Services Network LLC7,963$161K0.0%N/A0.068%
2/9/2024Orion Portfolio Solutions LLC52,418$1.05M0.0%-13.7%0.446%
2/9/2024EverSource Wealth Advisors LLC1,334$27K0.0%-38.6%0.011%
2/8/2024 Lmcg Investments LLC14,046$283K0.0%N/A0.119%
2/6/2024Spire Wealth Management5,501$103K0.0%-14.0%0.047%
2/2/2024Anfield Capital Management LLC52,506$1.06M0.6%-43.8%0.443%
2/2/2024TAP Consulting LLC283,831$5.73M1.4%-1.7%2.397%
2/1/2024Capital Investment Advisory Services LLC2,839$57K0.0%-21.5%0.024%
1/25/2024International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024Clear Creek Financial Management LLC11,995$242K0.0%N/A0.101%
1/16/2024Raymond James & Associates13,030$263K0.0%-13.6%0.110%
12/5/2023TAP Consulting LLC288,724$5.04M1.3%-2.2%2.551%
11/14/2023Tower Research Capital LLC TRC26,247$458K0.0%+57.2%0.232%
11/13/2023LPL Financial LLC435,082$7.60M0.0%-2.4%3.843%
11/6/2023Anfield Capital Management LLC93,400$1.63M0.8%-1.0%0.825%
11/1/2023Orion Portfolio Solutions LLC60,726$1.06M0.0%-57.7%0.536%
10/27/2023 Gradient Investments LLC3,457$60K0.0%-43.2%0.031%
10/26/2023Castleview Partners LLC1,469$26K0.0%-42.2%0.013%
10/24/2023Raymond James & Associates15,081$263K0.0%-23.2%0.131%
10/24/2023Cambridge Investment Research Advisors Inc.17,750$310K0.0%+8.6%0.154%
10/23/2023Commonwealth Equity Services LLC19,459$340K0.0%+5.0%0.169%
8/11/2023Natixis13,681$246K0.0%-6.1%0.112%
8/10/2023Bessemer Group Inc.478,971$8.60M0.0%N/A3.923%
8/4/2023Envestnet Asset Management Inc.68,181$1.23M0.0%+16.8%0.558%
7/31/2023LPL Financial LLC445,598$8.00M0.0%+0.3%3.649%
7/19/2023TAP Consulting LLC295,262$5.30M1.3%+11.8%2.418%
7/17/2023Alta Wealth Advisors LLC10,255$184K0.1%-41.9%0.084%
7/13/2023Cambridge Investment Research Advisors Inc.16,349$294K0.0%+30.1%0.134%
7/11/2023 Gradient Investments LLC6,083$109K0.0%-98.4%0.050%
5/11/2023EverSource Wealth Advisors LLC2,172$40K0.0%-26.1%0.019%
5/10/2023Private Advisor Group LLC15,393$283K0.0%N/A0.132%
5/10/2023LPL Financial LLC444,182$8.16M0.0%+2.4%3.800%
5/9/2023Aptus Capital Advisors LLC5,223$96K0.0%N/A0.045%
5/9/2023Tower Research Capital LLC TRC7,983$147K0.0%-84.1%0.068%
5/9/2023Samalin Investment Counsel LLC17,754$326K0.2%-16.5%0.152%
5/4/2023Anfield Capital Management LLC13,656$251K0.1%-85.4%0.113%
4/28/2023Ameritas Advisory Services LLC6,562$121K0.0%-45.4%0.054%
4/27/2023Stratos Wealth Partners LTD.20,139$370K0.0%+62.6%0.166%
4/20/2023Clear Creek Financial Management LLC11,834$218K0.0%-17.7%0.093%
4/18/2023TAP Consulting LLC264,075$4.85M1.2%+20.9%2.081%
4/17/2023 Gradient Investments LLC383,893$7.06M0.2%+89.1%3.025%
4/14/2023Raymond James & Associates19,270$354K0.0%-3.0%0.154%
2/10/2023Ameritas Advisory Services LLC12,016$234K0.0%N/A0.094%
2/10/2023Parcion Private Wealth LLC12,510$244K0.0%-49.4%0.097%
2/10/2023Wealthsource Partners LLC11,575$226K0.0%-87.7%0.090%
2/9/2023EverSource Wealth Advisors LLC2,938$57K0.0%-28.2%0.023%
2/8/2023Orion Portfolio Solutions LLC11,875$231K0.0%+5.8%0.092%
2/8/2023Cambridge Investment Research Advisors Inc.13,359$260K0.0%+5.3%0.104%
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2/7/2023Commonwealth Equity Services LLC55,678$1.09M0.0%+184.9%0.433%
2/7/2023LPL Financial LLC433,683$8.45M0.0%+0.8%3.375%
2/7/2023Envestnet Asset Management Inc.59,921$1.17M0.0%-1.3%0.466%
2/6/2023Brinker Capital Investments LLC66,986$1.31M0.0%+3.5%0.521%
2/3/2023Spire Wealth Management6,341$124K0.0%N/A0.049%
2/1/2023Anfield Capital Management LLC93,532$1.85M0.9%+5.2%0.728%
1/30/2023PFG Advisors13,875$270K0.0%N/A0.108%
1/24/2023Clear Creek Financial Management LLC14,372$280K0.1%+26.4%0.112%
1/23/2023TAP Consulting LLC218,366$4.26M1.1%-6.2%1.703%
1/20/2023Alta Wealth Advisors LLC17,827$347K0.2%-15.0%0.139%
(Data available from 1/1/2016 forward)

KBWY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWY shares?

During the previous two years, 47 institutional investors and hedge funds held shares of Invesco KBW Premium Yield Equity REIT ETF. The most heavily invested institutionals were LPL Financial LLC ($9.77M), Bessemer Group Inc. ($8.60M), TAP Consulting LLC ($5.75M), Fifth Third Securities Inc. ($3.89M), Wells Fargo & Company MN ($2.75M), Raymond James Financial Inc. ($2.73M), and Two Sigma Investments LP ($1.84M).Learn more on KBWY's institutional investors.

Which institutional investors have been buying Invesco KBW Premium Yield Equity REIT ETF stock?

Of the 32 institutional investors that purchased Invesco KBW Premium Yield Equity REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bessemer Group Inc. ($478.97K), Raymond James Financial Inc. ($304.79K), Fifth Third Securities Inc. ($227.48K), TAP Consulting LLC ($127.39K), RPS Advisory Solutions LLC ($92.18K), Wells Fargo & Company MN ($68.30K), and Two Sigma Investments LP ($60.55K).

How much institutional buying is happening at Invesco KBW Premium Yield Equity REIT ETF?

Institutional investors have bought a total of 1,738,348 shares in the last 24 months. This purchase volume represents approximately $33.03M in transactions.

Which Invesco KBW Premium Yield Equity REIT ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Invesco KBW Premium Yield Equity REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($380.44K), Anfield Capital Management LLC ($121.74K), Orion Portfolio Solutions LLC ($91.03K), Tower Research Capital LLC TRC ($42.38K), TAP Consulting LLC ($24.61K), Bank of America Corp DE ($19.06K), and Clear Creek Financial Management LLC ($14.51K).

How much institutional selling is happening at Invesco KBW Premium Yield Equity REIT ETF?

Institutional investors have sold a total of 752,848 shares in the last 24 months. This volume of shares sold represents approximately $16.16M in transactions.


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This page (NASDAQ:KBWY) was last updated on 4/18/2025 by MarketBeat.com Staff
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