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

Invesco KBW Premium Yield Equity REIT ETF logo
$15.28 -0.44 (-2.77%)
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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)
21
Total
Institutional Inflows
(last 12 months)
$20.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.22M
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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
5/16/2025 Jones Financial Companies Lllp51,006$851K0.0%+1,373.7%0.385%
5/14/2025 Comerica Bank5,241$87K0.0%+22.8%0.040%
5/13/2025 Raymond James Financial Inc.196,951$3.29M0.0%+29.2%1.488%
5/7/2025 Sunpointe LLC19,111$319K0.2%N/A0.143%
5/7/2025 LPL Financial LLC593,978$9.91M0.0%+8.8%4.453%
5/1/2025 Fifth Third Securities Inc.225,888$3.77M0.3%+4.1%1.713%
4/29/2025 Envestnet Asset Management Inc.71,358$1.19M0.0%-4.2%0.541%
4/29/2025 Silver Oak Securities Incorporated12,255$204K0.0%+6.2%0.093%
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%
3/12/2025 Centaurus Financial Inc.16,105$288K0.0%-35.6%0.129%
2/17/2025 Two Sigma Investments LP102,647$1.84M0.0%+143.8%0.822%
2/17/2025 Bank of America Corp DE75,768$1.36M0.0%-20.1%0.607%
2/17/2025 Ameriprise Financial Inc.101,739$1.82M0.0%+86.2%0.815%
2/17/2025Anderson Financial Strategies LLC1,421$25K0.0%N/A0.011%
2/13/2025 United Capital Financial Advisors LLC39,768$712K0.0%-2.9%0.319%
2/13/2025 Raymond James Financial Inc.152,397$2.73M0.0%N/A1.221%
2/13/2025 Wells Fargo & Company MN153,326$2.75M0.0%+80.3%1.229%
2/11/2025 LPL Financial LLC545,694$9.77M0.0%+5.5%4.373%
2/11/2025TAP Consulting LLC321,151$5.75M1.2%-3.9%2.573%
2/6/2025 Raymond James Financial Inc.152,397$2.73M0.0%N/A1.221%
2/6/2025 Jones Financial Companies Lllp3,461$62K0.0%+85.2%0.028%
2/3/2025 RPS Advisory Solutions LLC92,175$1.65M1.0%N/A0.739%
1/27/2025 Silver Oak Securities Incorporated11,543$204K0.0%N/A0.093%
1/24/2025 Spire Wealth Management1,701$30K0.0%-69.1%0.014%
1/24/2025 Clear Creek Financial Management LLC14,442$259K0.0%-6.9%0.116%
1/23/2025 Fifth Third Securities Inc.217,040$3.89M0.3%+80.2%1.745%
1/23/2025 Crews Bank & Trust3,045$55K0.0%N/A0.024%
1/23/2025 Synergy 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%
11/15/2024 MML Investors Services LLC10,569$223K0.0%-29.2%0.085%
11/15/2024 Jane Street Group LLC10,415$220K0.0%N/A0.084%
11/12/2024 Centaurus Financial Inc.25,015$528K0.0%N/A0.202%
10/29/2024 Clear Creek Financial Management LLC15,520$327K0.0%-28.9%0.126%
10/29/2024 Lmcg Investments LLC20,908$441K0.0%+6.9%0.169%
10/19/2024 Petix & 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%
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8/6/2024TAP Consulting LLC328,692$5.86M1.2%+7.2%3.021%
7/31/2024 Commonwealth Equity Services LLC16,247$290K0.0%-5.2%0.150%
7/25/2024 Clear Creek Financial Management LLC21,840$389K0.0%-17.3%0.201%
7/15/2024 Fifth Third Securities Inc.130,880$2.33M0.2%N/A1.207%
4/26/2024 Clear Creek Financial Management LLC26,414$477K0.1%+120.2%0.239%
4/25/2024 Capital 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%
4/15/2024 Future Financial Wealth Managment LLC1,600$29K0.0%N/A0.015%
2/9/2024 Advisory Services Network LLC7,963$161K0.0%N/A0.068%
2/9/2024 Orion Portfolio Solutions LLC52,418$1.05M0.0%-13.7%0.446%
2/9/2024 EverSource Wealth Advisors LLC1,334$27K0.0%-38.6%0.011%
2/8/2024 Lmcg Investments LLC14,046$283K0.0%N/A0.119%
2/6/2024 Spire Wealth Management5,501$103K0.0%-14.0%0.047%
2/2/2024 Anfield Capital Management LLC52,506$1.06M0.6%-43.8%0.443%
2/2/2024TAP Consulting LLC283,831$5.73M1.4%-1.7%2.397%
2/1/2024 Capital Investment Advisory Services LLC2,839$57K0.0%-21.5%0.024%
1/25/2024 International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024 International Assets Investment Management LLC20,180$407K0.0%N/A0.170%
1/24/2024 Clear 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%
11/14/2023 Tower Research Capital LLC TRC26,247$458K0.0%+57.2%0.232%
11/13/2023 LPL Financial LLC435,082$7.60M0.0%-2.4%3.843%
11/6/2023 Anfield Capital Management LLC93,400$1.63M0.8%-1.0%0.825%
11/1/2023 Orion Portfolio Solutions LLC60,726$1.06M0.0%-57.7%0.536%
10/27/2023 Gradient Investments LLC3,457$60K0.0%-43.2%0.031%
10/26/2023 Castleview Partners LLC1,469$26K0.0%-42.2%0.013%
10/24/2023Raymond James & Associates15,081$263K0.0%-23.2%0.131%
10/24/2023 Cambridge Investment Research Advisors Inc.17,750$310K0.0%+8.6%0.154%
10/23/2023 Commonwealth Equity Services LLC19,459$340K0.0%+5.0%0.169%
8/11/2023 Natixis13,681$246K0.0%-6.1%0.112%
8/10/2023 Bessemer Group Inc.478,971$8.60M0.0%N/A3.923%
8/4/2023 Envestnet Asset Management Inc.68,181$1.23M0.0%+16.8%0.558%
7/31/2023 LPL Financial LLC445,598$8.00M0.0%+0.3%3.649%
7/19/2023TAP Consulting LLC295,262$5.30M1.3%+11.8%2.418%
7/17/2023 Alta Wealth Advisors LLC10,255$184K0.1%-41.9%0.084%
7/13/2023 Cambridge 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%
5/11/2023 EverSource Wealth Advisors LLC2,172$40K0.0%-26.1%0.019%
5/10/2023 Private Advisor Group LLC15,393$283K0.0%N/A0.132%
5/10/2023 LPL Financial LLC444,182$8.16M0.0%+2.4%3.800%
5/9/2023 Aptus Capital Advisors LLC5,223$96K0.0%N/A0.045%
5/9/2023 Tower Research Capital LLC TRC7,983$147K0.0%-84.1%0.068%
5/9/2023 Samalin Investment Counsel LLC17,754$326K0.2%-16.5%0.152%
5/4/2023 Anfield Capital Management LLC13,656$251K0.1%-85.4%0.113%
4/28/2023 Ameritas Advisory Services LLC6,562$121K0.0%-45.4%0.054%
4/27/2023 Stratos Wealth Partners LTD.20,139$370K0.0%+62.6%0.166%
4/20/2023 Clear Creek Financial Management LLC11,834$218K0.0%-17.7%0.093%
4/18/2023TAP Consulting LLC264,075$4.85M1.2%+20.9%2.081%
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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%
2/10/2023 Ameritas Advisory Services LLC12,016$234K0.0%N/A0.094%
2/10/2023 Parcion Private Wealth LLC12,510$244K0.0%-49.4%0.097%
2/10/2023Wealthsource Partners LLC11,575$226K0.0%-87.7%0.090%
2/9/2023 EverSource Wealth Advisors LLC2,938$57K0.0%-28.2%0.023%
2/8/2023 Orion Portfolio Solutions LLC11,875$231K0.0%+5.8%0.092%
2/8/2023 Cambridge Investment Research Advisors Inc.13,359$260K0.0%+5.3%0.104%
2/7/2023 Commonwealth Equity Services LLC55,678$1.09M0.0%+184.9%0.433%
2/7/2023 LPL Financial LLC433,683$8.45M0.0%+0.8%3.375%
(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, 44 institutional investors and hedge funds held shares of Invesco KBW Premium Yield Equity REIT ETF. The most heavily invested institutionals were LPL Financial LLC ($9.91M), Bessemer Group Inc. ($8.60M), TAP Consulting LLC ($5.75M), Fifth Third Securities Inc. ($3.77M), Raymond James Financial Inc. ($3.29M), Wells Fargo & Company MN ($2.75M), 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 31 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. ($349.35K), Fifth Third Securities Inc. ($236.33K), RPS Advisory Solutions LLC ($92.18K), TAP Consulting LLC ($81.68K), LPL Financial LLC ($78.21K), and Wells Fargo & Company MN ($68.30K).

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

Institutional investors have bought a total of 1,823,799 shares in the last 24 months. This purchase volume represents approximately $32.76M in transactions.

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

Of the 19 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), Orion Portfolio Solutions LLC ($91.03K), Anfield Capital Management LLC ($41.86K), TAP Consulting LLC ($24.61K), Bank of America Corp DE ($19.06K), Clear Creek Financial Management LLC ($11.97K), and LPL Financial LLC ($10.52K).

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

Institutional investors have sold a total of 621,450 shares in the last 24 months. This volume of shares sold represents approximately $11.26M in transactions.


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This page (NASDAQ:KBWY) was last updated on 5/21/2025 by MarketBeat.com Staff
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