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Invesco International BuyBack Achievers ETF
IPKW

42 hedge funds and large institutions have $39.5M invested in Invesco International BuyBack Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 41 → 42 (+1)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

27.27% less ownership

Funds ownership: 77.59% → 50.32% (-27%)

38% less capital invested

Capital invested by funds: $63.9M → $39.5M (-$24.4M)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.48M
2
Morgan Stanley
Morgan Stanley
New York
+$1.74M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
4
AWA
Arete Wealth Advisors
Illinois
+$335K
5
Ameriprise
Ameriprise
Minnesota
+$233K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.1M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$5.93M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.34M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.92M
5
SAM
Synergy Asset Management
Washington
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$201K +$190K +5,374 New
UBS Group
27
UBS Group
Switzerland
$112K +$14.2K +401 +16%
AA
28
Ancora Advisors
Ohio
$73.7K – – –
HI
29
Harbour Investments
Wisconsin
$63.5K +$59.9K +1,697 New
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.4K – – –
HNB
31
Huntington National Bank
Ohio
$28.1K – – –
GWM
32
Geneos Wealth Management
Colorado
$23.9K – – –
Comerica Bank
33
Comerica Bank
Texas
$23.5K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$12K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$12K – – –
ASN
36
Advisory Services Network
Georgia
$9.43K +$8.9K +252 New
HGERS
37
Householder Group Estate & Retirement Specialist
Arizona
$7K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7K +$35 +1 +0.6%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$4.64K +$4.38K +124 New
TRCT
40
Tower Research Capital (TRC)
New York
$3.56K +$3.35K +95 New
GRP
41
Global Retirement Partners
California
$2.89K +$2.82K +80 New
PTC
42
Private Trust Company
Ohio
$2.43K – – –
Wells Fargo
43
Wells Fargo
California
$35 -$384K -10,872 -100%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$14.1M -402,090 Closed
CCMG
45
Clark Capital Management Group
Pennsylvania
– -$5.93M -169,141 Closed
SAM
46
Synergy Asset Management
Washington
– -$2.12M -60,405 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
– -$2.09M -59,543 Closed
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
– -$1.5M -42,795 Closed
CAN
49
Cetera Advisor Networks
California
– -$1.27M -36,336 Closed
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
– -$275K -7,846 Closed
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IPKW Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q4 2023, worth a combined $39.5M — down 38% from $63.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IPKW positions and 9 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.48M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.1M sold.

  • 42 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $39.5M of Invesco International BuyBack Achievers ETF stock for Q4 2023, down 38% quarter-over-quarter.
  • 10 funds opened new Invesco International BuyBack Achievers ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q4 2023 was Old Mission Capital, an estimated $4.48M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.