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Invesco International BuyBack Achievers ETF
IPKW

49 hedge funds and large institutions have $84.5M invested in Invesco International BuyBack Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $75.9M → $84.5M (+$8.63M)

11% more funds holding

Funds holding: 44 → 49 (+5)

0.21% more ownership

Funds ownership: 70.61% → 70.83% (+0.21%)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$658K
4
Ameriprise
Ameriprise
Minnesota
+$517K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$453K

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$2.82M
2
FI
FormulaFolio Investments
Michigan
-$1.51M
3
Jane Street
Jane Street
New York
-$1.39M
4
CCFM
Clear Creek Financial Management
Washington
-$519K
5
LPL Financial
LPL Financial
California
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$338K -$4.78K -115 -1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$247K +$240K +5,788 New
DIA
28
Dana Investment Advisors
Wisconsin
$246K – – –
KAS
29
Kestra Advisory Services
Texas
$240K +$234K +5,623 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$227K -$86.9K -2,092 -28%
EFS
31
Essex Financial Services
Connecticut
$220K +$215K +5,173 New
PMG
32
ProVise Management Group
Florida
$217K +$211K +5,092 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$214K +$208K +5,017 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$185K – – –
HI
35
Harbour Investments
Wisconsin
$130K +$126K +3,044 New
AA
36
Ancora Advisors
Ohio
$122K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$79.9K +$14.7K +353 +23%
GWM
38
Geneos Wealth Management
Colorado
$73K -$18.3K -440 -21%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65K – – –
US Bancorp
40
US Bancorp
Minnesota
$53K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$45K -$13.6K -328 -24%
Citigroup
42
Citigroup
New York
$43K -$6.23K -150 -13%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$13K +$12.7K +306 New
AIC
44
Ameritas Investment Company
Nebraska
$10.7K +$10.4K +251 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
TFA
46
Toth Financial Advisory
Virginia
$7K -$4.15K -100 -37%
PWMG
47
Prestige Wealth Management Group
New Jersey
$5K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$5K +$5.23K +126 New
DWP
49
Destiny Wealth Partners
Florida
$2K – – –
FI
50
FormulaFolio Investments
Michigan
– -$1.51M -39,304 Closed
1
2
3

IPKW Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q1 2021, worth a combined $84.5M — up 11% from $75.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IPKW positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.12M. The largest seller was Clark Capital Management Group, cutting an estimated $2.82M.

  • 49 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $84.5M of Invesco International BuyBack Achievers ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco International BuyBack Achievers ETF positions in Q1 2021 and 4 closed out, a net change of +5 holders.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q1 2021 was Morgan Stanley, an estimated $3.12M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q1 2021 was Clark Capital Management Group, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2021.