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

Invesco KBW Premium Yield Equity REIT ETF logo
$16.00 +0.29 (+1.85%)
Closing price 04:00 PM Eastern
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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)
24
Total
Institutional Inflows
(last 12 months)
$20.37M
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
7/21/2025 Ameritas Advisory Services LLC8,698$137K0.0%N/A0.059%
7/9/2025 Sandbox Financial Partners LLC15,557$245K0.1%+12.3%0.108%
7/9/2025 MassMutual Private Wealth & Trust FSB35,372$556K0.0%+22.6%0.245%
7/8/2025 Heartwood Wealth Advisors LLC108,646$1.71M0.2%N/A0.757%
5/16/2025Jones Financial Companies Lllp51,006$851K0.0%+1,373.7%0.385%
5/14/2025Comerica Bank5,241$87K0.0%+22.8%0.040%
5/13/2025Raymond James Financial Inc.196,951$3.29M0.0%+29.2%1.488%
5/7/2025 Sunpointe LLC19,111$319K0.2%N/A0.143%
5/7/2025LPL 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%
4/29/2025Envestnet 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%
4/10/2025Lmcg 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%
1/27/2025 Silver 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%
1/23/2025 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%
1/16/2025Lmcg 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%
10/29/2024Lmcg Investments LLC20,908$441K0.0%+6.9%0.169%
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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%
8/9/2024Lmcg 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%
7/15/2024 Fifth 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%
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%
2/8/2024Lmcg 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%
10/26/2023 Castleview Partners LLC1,469$26K0.0%-42.2%0.013%
10/24/2023Raymond James & Associates15,081$263K0.0%-23.2%0.131%
10/24/2023Cambridge 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

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4/28/2023 Ameritas 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%
2/10/2023 Ameritas 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%
(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, 45 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 Invesco KBW Premium Yield Equity REIT ETF's institutional investors.

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

Of the 33 institutional investors that purchased Invesco KBW Premium Yield Equity REIT ETF's 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), Heartwood Wealth Advisors LLC ($108.65K), RPS Advisory Solutions LLC ($92.18K), 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 1,157,575 shares in the last 24 months. This purchase volume represents approximately $20.37M in transactions.

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

Of the 9 institutional investors that sold Invesco KBW Premium Yield Equity REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($19.06K), TAP Consulting LLC ($13.17K), Clear Creek Financial Management LLC ($11.97K), Centaurus Financial Inc. ($8.91K), MML Investors Services LLC ($4.35K), Spire Wealth Management ($3.80K), and Envestnet Asset Management Inc. ($3.12K).

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

Institutional investors have sold a total of 66,453 shares in the last 24 months. This volume of shares sold represents approximately $1.22M in transactions.


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This page (NASDAQ:KBWY) was last updated on 7/22/2025 by MarketBeat.com Staff
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