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Invesco International BuyBack Achievers ETF
IPKW

49 hedge funds and large institutions have $93.5M invested in Invesco International BuyBack Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $84.5M → $93.5M (+$9.02M)

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2.13% less ownership

Funds ownership: 70.83% → 68.69% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.73M
2
Jane Street
Jane Street
New York
+$2.67M
3
CP
Camelot Portfolios
Ohio
+$428K
4
CCFM
Clear Creek Financial Management
Washington
+$370K
5
Stifel Financial
Stifel Financial
Missouri
+$282K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.14M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.36M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$1.33M
4
LPL Financial
LPL Financial
California
-$1.12M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
26
Verdence Capital Advisors
Maryland
$378K +$1.58K +35 +0.4%
CCFM
27
Clear Creek Financial Management
Washington
$370K +$370K +8,189 New
CAG
28
Csenge Advisory Group
Florida
$345K -$82.5K -1,825 -19%
KAS
29
Kestra Advisory Services
Texas
$342K +$88.2K +1,952 +35%
DIA
30
Dana Investment Advisors
Wisconsin
$261K – – –
PMG
31
ProVise Management Group
Florida
$240K +$9.81K +217 +4%
IA
32
Insight Advisors
Pennsylvania
$230K +$230K +5,092 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$227K – – –
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$225K +$211K +4,676 +1,528%
EFS
35
Essex Financial Services
Connecticut
$220K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$197K – – –
AA
37
Ancora Advisors
Ohio
$129K – – –
HI
38
Harbour Investments
Wisconsin
$97K -$40.9K -904 -30%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.9K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$58K +$10.6K +235 +22%
US Bancorp
41
US Bancorp
Minnesota
$56K – – –
Citigroup
42
Citigroup
New York
$45K – – –
HNB
43
Huntington National Bank
Ohio
$43K – – –
GWM
44
Geneos Wealth Management
Colorado
$33K -$41.3K -913 -55%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$16K +$16K +353 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
TFA
47
Toth Financial Advisory
Virginia
$8K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$6K – – –
PWMG
49
Prestige Wealth Management Group
New Jersey
$6K – – –
NFG
50
Next Financial Group
Texas
$3K +$3.35K +74 New
1
2
3

IPKW Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q2 2021, worth a combined $93.5M — up 11% from $84.5M a quarter earlier.

Fund positioning in IPKW was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.73M. The largest seller was Envestnet Asset Management, cutting an estimated $2.14M.

  • 49 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $93.5M of Invesco International BuyBack Achievers ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 6 funds opened new Invesco International BuyBack Achievers ETF positions in Q2 2021 and 6 closed out, a net change of 0 holders.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q2 2021 was Morgan Stanley, an estimated $8.73M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2021.