Who owns KBWY?
Invesco KBW Premium Yield Equity REIT ETF · Invesco
59 institutions reported holding KBWY, worth $61.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KBWY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $13.9M | 747,551 | +28,006 shares |
| LPL Financial LLC | Fort Mill, SC | $11.6M | 623,635 | −45,132 shares |
| Fifth Third Securities, Inc. | Cincinnati, OH | $6.3M | 341,155 | +106,097 shares |
| Two Sigma Investments, LP | New York, NY | $3.1M | 168,147 | No change |
| Heartwood Wealth Advisors LLC | Richmond, VA | $2.9M | 154,504 | +7,485 shares |
| Summit Financial, LLC | Parsippany, NJ | $2.8M | 149,371 | +4,760 shares |
| Bank of America Corp. | Charlotte, NC | $2.7M | 146,246 | +91,650 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $2.5M | 132,441 | +69,959 shares |
| LMCG Investments, LLC | Boston, MA | $2.3M | 122,341 | +1,833 shares |
| Wells Fargo & Company | San Francisco, CA | $1.8M | 98,000 | +15,756 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KBWY?
59 institutional managers reported holding KBWY in Form 13F filings for June 30, 2026, worth $61.6M in total. The largest reported position was held by Morgan Stanley, at $13.9M.
Did institutions buy or sell KBWY last quarter?
Reported 13F value rose 35.4% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KBWY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.