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

Invesco KBW Premium Yield Equity REIT ETF logo
$18.62 +0.07 (+0.38%)
As of 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)
25
Total
Institutional Inflows
(last 12 months)
$7.33M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.45M
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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
7/2/2026 MassMutual Private Wealth & Trust FSB58,431$1.09M0.0%-1.6%0.349%
5/19/2026Bank of America Corp DE54,596$834K0.0%-21.6%0.330%
5/19/2026Centaurus Financial Inc.6,550$100K0.0%-32.8%0.040%
5/18/2026Royal Bank of Canada5,195$79K0.0%+45.8%0.031%
5/13/2026Cetera Investment Advisers12,604$193K0.0%-87.6%0.076%
5/1/2026Fifth Third Bancorp5,119$78K0.0%N/A0.031%
4/29/2026Lmcg Investments LLC120,508$1.84M0.1%+61.3%0.729%
2/17/2026Cetera Investment Advisers101,564$1.57M0.0%+427.1%0.621%
2/17/2026Osaic Holdings Inc.14,938$231K0.0%-8.1%0.091%
2/17/2026Royal Bank of Canada3,563$55K0.0%-49.3%0.022%
2/16/2026MML Investors Services LLC16,113$249K0.0%+6.8%0.099%
2/13/2026Marshall Wace LLP36,066$556K0.0%N/A0.221%
2/13/2026Wells Fargo & Company MN69,135$1.07M0.0%-40.3%0.423%
2/13/2026Summit Financial LLC331,197$5.11M0.1%+4.1%2.026%
2/11/2026LPL Financial LLC670,629$10.35M0.0%-5.8%4.102%
2/10/2026Northwestern Mutual Wealth Management Co.5,926$91K0.0%N/A0.036%
2/9/2026Harbour Investments Inc.3,207$49K0.0%-39.0%0.020%
2/6/2026PNC Financial Services Group Inc.1,955$30K0.0%-62.4%0.012%
2/3/2026Lmcg Investments LLC74,711$1.15M0.1%-11.0%0.457%
1/27/2026PFG Advisors15,367$237K0.0%N/A0.095%
1/23/2026Sunpointe LLC14,442$223K0.1%-24.6%0.089%
1/23/2026Fifth Third Securities Inc.212,226$3.28M0.2%+14.6%1.305%
1/12/2026Heartwood Wealth Advisors LLC127,712$1.97M0.2%+8.5%0.785%
1/7/2026 MassMutual Private Wealth & Trust FSB33,308$514K0.0%-10.8%0.205%
11/18/2025Advisory Services Network LLC3,838$61K0.0%N/A0.024%
11/17/2025United Capital Financial Advisors LLC26,150$417K0.0%-20.4%0.165%
11/17/2025Susquehanna International Group LLP12,412$198K0.0%N/A0.078%
11/17/2025Mariner LLC25,200$402K0.0%N/A0.159%
11/17/2025Bank of America Corp DE63,535$1.01M0.0%-13.9%0.400%
11/14/2025Raymond James Financial Inc.23,766$379K0.0%-22.9%0.150%
11/14/2025Tower Research Capital LLC TRC 52,709$841K0.0%+775.1%0.332%
11/6/2025Ameritas Advisory Services LLC7,399$118K0.0%-14.9%0.047%
11/4/2025Jones Financial Companies Lllp18,874$300K0.0%+18.8%0.119%
11/3/2025AE Wealth Management LLC4,274$68K0.0%-30.2%0.027%
10/29/2025Lmcg Investments LLC83,992$1.34M0.1%+8.0%0.529%
10/22/2025 MassMutual Private Wealth & Trust FSB37,328$595K0.0%+5.5%0.235%
10/10/2025Fifth Third Securities Inc.185,267$2.96M0.2%-18.1%1.167%
10/6/2025Heartwood Wealth Advisors LLC117,733$1.88M0.2%+8.4%0.745%
9/4/2025Osaic Holdings Inc.25,384$399K0.0%+8.3%0.169%
8/15/2025Tower Research Capital LLC TRC 6,023$95K0.0%-72.9%0.040%
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8/15/2025Bank of America Corp DE73,833$1.16M0.0%+17.2%0.491%
8/14/2025Jane Street Group LLC31,660$498K0.0%N/A0.211%
8/14/2025Raymond James Financial Inc.30,830$485K0.0%-84.3%0.205%
8/13/2025Marshall Wace LLP20,390$321K0.0%N/A0.136%
8/8/2025PNC Financial Services Group Inc.5,198$82K0.0%+20,692.0%0.035%
8/7/2025Allworth Financial LP2,500$39K0.0%N/A0.017%
8/6/2025AE Wealth Management LLC6,123$96K0.0%+335.2%0.041%
8/5/2025Intellectus Partners LLC12,700$200K0.0%N/A0.084%
8/1/2025Envestnet Asset Management Inc.68,609$1.08M0.0%-3.9%0.456%
7/24/2025Lmcg Investments LLC77,735$1.22M0.1%+32.2%0.522%
7/21/2025Ameritas Advisory Services LLC8,698$137K0.0%N/A0.059%
7/9/2025Sandbox 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%
7/8/2025Heartwood 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%
5/7/2025Sunpointe LLC19,111$319K0.2%N/A0.143%
5/7/2025LPL Financial LLC593,978$9.91M0.0%+8.8%4.453%
5/1/2025Fifth 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%
4/29/2025Silver Oak Securities Incorporated12,255$204K0.0%+6.2%0.093%
4/10/2025Lmcg Investments LLC58,811$982K0.1%+81.8%0.450%
4/1/2025MassMutual 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%
1/16/2025Lmcg Investments LLC32,346$579K0.0%+54.7%0.256%
1/16/2025MassMutual 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%
10/2/2024Massmutual 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%
7/15/2024Fifth 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%


KBWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Invesco KBW Premium Yield Equity REIT ETF. The most heavily invested institutionals were LPL Financial LLC ($10.35M), TAP Consulting LLC ($5.75M), Summit Financial LLC ($5.11M), Fifth Third Securities Inc. ($3.28M), Heartwood Wealth Advisors LLC ($1.97M), Lmcg Investments LLC ($1.84M), and Two Sigma Investments LP ($1.84M).Learn more on Invesco KBW Premium Yield Equity REIT ETF's institutional investors.

Of the 42 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: Raymond James Financial Inc. ($349.35K), Fifth Third Securities Inc. ($263.29K), Heartwood Wealth Advisors LLC ($127.71K), Lmcg Investments LLC ($114.14K), RPS Advisory Solutions LLC ($92.18K), Cetera Investment Advisers ($82.30K), and LPL Financial LLC ($76.79K).

Institutional investors have bought a total of 469,297 shares in the last 24 months. This purchase volume represents approximately $7.33M in transactions.

Of the 19 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: Raymond James Financial Inc. ($173.19K), Cetera Investment Advisers ($88.96K), Wells Fargo & Company MN ($46.74K), LPL Financial LLC ($41.58K), Fifth Third Securities Inc. ($40.88K), Bank of America Corp DE ($25.31K), and Tower Research Capital LLC TRC ($16.22K).

Institutional investors have sold a total of 477,711 shares in the last 24 months. This volume of shares sold represents approximately $7.45M in transactions.


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This page (NASDAQ:KBWY) was last updated on 7/14/2026 by MarketBeat.com Staff.
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