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Invesco International BuyBack Achievers ETF
IPKW

43 hedge funds and large institutions have $74M invested in Invesco International BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

0.33% less ownership

Funds ownership: 67.64% → 67.31% (-0.33%)

10% less funds holding

Funds holding: 48 → 43 (-5)

12% less capital invested

Capital invested by funds: $84.3M → $74M (-$10.3M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.15M
2
Citadel Advisors
Citadel Advisors
Florida
+$969K
3
CP
Camelot Portfolios
Ohio
+$906K
4
OMC
Old Mission Capital
Illinois
+$773K
5
Ameriprise
Ameriprise
Minnesota
+$771K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.07M
2
Jane Street
Jane Street
New York
-$2.03M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.64M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$1.02M
5
SWP
Stratos Wealth Partners
Ohio
-$718K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$345K +$325K +7,629 New
CCFM
27
Clear Creek Financial Management
Washington
$338K +$11K +258 +3%
AWM
28
Avaii Wealth Management
Wisconsin
$335K +$358K +8,405 New
MML Investors Services
29
MML Investors Services
Massachusetts
$319K +$2.56K +60 +0.8%
IA
30
Insight Advisors
Pennsylvania
$311K +$3.11K +73 +0.9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$299K +$286K +6,720 +839%
Osaic Holdings
32
Osaic Holdings
Arizona
$254K -$533K -12,504 -66%
PMG
33
ProVise Management Group
Florida
$238K +$10.4K +243 +4%
DIA
34
Dana Investment Advisors
Wisconsin
$231K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$173K – – –
AA
36
Ancora Advisors
Ohio
$114K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.8K – – –
HNB
38
Huntington National Bank
Ohio
$30K – – –
GWM
39
Geneos Wealth Management
Colorado
$30K +$1.11K +26 +3%
SWM
40
Spire Wealth Management
Virginia
$10K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.58K +178 New
CAL
42
Capital Analysts LLC
Pennsylvania
$5K – – –
PWMG
43
Prestige Wealth Management Group
New Jersey
$5K – – –
TFA
44
Toth Financial Advisory
Virginia
$2K -$4.9K -115 -68%
DWP
45
Destiny Wealth Partners
Florida
$1K – – –
Jane Street
46
Jane Street
New York
– -$2.03M -46,479 Closed
CCMG
47
Clark Capital Management Group
Pennsylvania
– -$1.02M -23,366 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$381K -8,705 Closed
KAS
49
Kestra Advisory Services
Texas
– -$268K -6,128 Closed
EFS
50
Essex Financial Services
Connecticut
– -$253K -5,794 Closed
1
2
3

IPKW Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q4 2021, worth a combined $74M — down 12% from $84.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IPKW and 5 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was LPL Financial, adding an estimated $1.15M. The largest seller was Morgan Stanley, cutting an estimated $3.07M.

  • 43 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q4 2021, down from 48 in Q3 2021.
  • Funds reported $74M of Invesco International BuyBack Achievers ETF stock for Q4 2021, down 12% quarter-over-quarter.
  • 5 funds opened new Invesco International BuyBack Achievers ETF positions in Q4 2021 and 10 closed out, a net change of -5 holders.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q4 2021 was LPL Financial, an estimated $1.15M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2021.