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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

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

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
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.7M -$1.64M -38,409 -9%
LPL Financial
2
LPL Financial
California
$14.5M +$1.15M +26,934 +8%
Morgan Stanley
3
Morgan Stanley
New York
$12.2M -$3.07M -71,990 -19%
Ameriprise
4
Ameriprise
Minnesota
$7.6M +$771K +18,105 +10%
SWP
5
Stratos Wealth Partners
Ohio
$4.48M -$718K -16,842 -13%
Bank of America
6
Bank of America
North Carolina
$2.08M +$468K +10,985 +27%
BCM
7
Brookstone Capital Management
Illinois
$1.98M +$159K +3,732 +8%
CP
8
Camelot Portfolios
Ohio
$1.6M +$906K +21,271 +112%
FEG
9
Financial Enhancement Group
Indiana
$1.55M +$186K +4,360 +13%
Citadel Advisors
10
Citadel Advisors
Florida
$1.13M +$969K +22,751 +409%
VIM
11
Vista Investment Management
Pennsylvania
$1.05M +$158K +3,717 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$753K +$115K +2,696 +17%
Invesco
13
Invesco
Georgia
$743K +$82.4K +1,933 +12%
OMC
14
Old Mission Capital
Illinois
$723K +$773K +18,150 New
Stifel Financial
15
Stifel Financial
Missouri
$544K -$33.5K -786 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$540K +$13.2K +310 +2%
UBS Group
17
UBS Group
Switzerland
$509K +$10.5K +246 +2%
AAS
18
Avantax Advisory Services
Texas
$489K -$132K -3,099 -20%
KWA
19
Kellett Wealth Advisors
Ohio
$461K +$493K +11,567 New
Wells Fargo
20
Wells Fargo
California
$433K +$43 +1 +0%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$407K – – –
MCWS
22
McKinley Carter Wealth Services
West Virginia
$393K -$75.2K -1,765 -15%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$375K -$212K -4,983 -35%
VCA
24
Verdence Capital Advisors
Maryland
$354K +$19.3K +453 +5%
PFS
25
Prospera Financial Services
Texas
$353K – – –
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.