Who Owns Invesco KBW Premium Yield Equity REIT ETF (KBWY)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.00000011520001e+127T
% of Float Held
—
QoQ Change in Holders
+13 / -5
Price History
KBWY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | New Position | +168K | +$2.0B |
| LMCG INVESTMENTS, LLC | New Position | +75K | +$1.2B |
| MassMutual Private Wealth & Trust, FSB | New Position | +33K | +$514.0M |
| PFG Advisors | New Position | +15K | +$237.0M |
| Spire Wealth Management | New Position | +2K | +$26.0M |
| Westside Investment Management, Inc. | New Position | +2K | +$23.0M |
| Blue Trust, Inc. | New Position | +130 | +$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +79K | +$1.0M |
| Geneos Wealth Management Inc. | New Position | +94 | +$1.0M |
| COMERICA BANK | Increased | +251 | +$525K |
| SOL Capital Management CO | New Position | +3K | +$203K |
| Heartwood Wealth Advisors LLC | Increased | +10K | +$93K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New Position | +75 | +$2K |
| D. E. Shaw & Co., Inc. | New Position | +37K | +$0 |
| MARSHALL WACE, LLP | New Position | +36K | +$0 |
KBWY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -42K | -$11.3B |
| WELLS FARGO & COMPANY/MN | Decreased | -47K | -$1.8B |
| Tower Research Capital LLC (TRC) | Decreased | -26K | -$840.7M |
| CITADEL ADVISORS LLC | Closed Position | -33K | -$527.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Decreased | -8K | -$417.1M |
| Mariner, LLC | Closed Position | -25K | -$401.9M |
| OSAIC HOLDINGS, INC. | Decreased | -1K | -$263.9M |
| ROYAL BANK OF CANADA | Decreased | -3K | -$112.0M |
| HARBOUR INVESTMENTS, INC. | Decreased | -2K | -$83.8M |
| Sunpointe, LLC | Decreased | -5K | -$83.4M |
| PNC FINANCIAL SERVICES GROUP, INC. | Decreased | -3K | -$82.9M |
| Advisory Services Network, LLC | Closed Position | -4K | -$61.2M |
| UBS Group AG | Decreased | -3K | -$48.7M |
| US BANCORP \DE\ | Closed Position | -978 | -$15.6M |
| STANCE CAPITAL LLC | Closed Position | -674 | -$10.8M |
Top Institutional Holders(Q4 2025)
KBWY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 54 | $5.4B | +11 |
| Q3 2025 | 43 | $22.4B | -3 |
| Q2 2025 | 46 | $24.7B | -5 |
| Q1 2025 | 51 | $40.4B | +3 |
| Q4 2024 | 48 | $34.1B | +11 |
| Q3 2024 | 37 | $12.7T | +1 |
| Q2 2024 | 36 | $1.3T | -3 |
| Q1 2024 | 39 | $208.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold KBWY (Invesco KBW Premium Yield Equity REIT ETF). The largest holder is TWO SIGMA INVESTMENTS, LP with $2.0B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own KBWY?
As of Q4 2025, 50 institutional investors report holding KBWY (Invesco KBW Premium Yield Equity REIT ETF) in their 13F filings.
Who is the largest institutional holder of KBWY?
The largest institutional holder of KBWY is TWO SIGMA INVESTMENTS, LP with $2.0B in shares.
Is institutional ownership of KBWY increasing or decreasing?
This quarter, 13 institutions opened new positions in KBWY and 5 closed their positions.