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Invesco International BuyBack Achievers ETF
IPKW

35 hedge funds and large institutions have $40M invested in Invesco International BuyBack Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 37 → 35 (-2)

6.02% less ownership

Funds ownership: 62.2% → 56.18% (-6%)

23% less capital invested

Capital invested by funds: $51.7M → $40M (-$11.8M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$5.55M
2
BW
Bison Wealth
Georgia
+$601K
3
AWA
Arete Wealth Advisors
Illinois
+$342K
4
EFS
Essex Financial Services
Connecticut
+$266K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$157K

Top Sellers

1
LPL Financial
LPL Financial
California
-$12.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.27M
3
Morgan Stanley
Morgan Stanley
New York
-$1.63M
4
Jane Street
Jane Street
New York
-$830K
5
Invesco
Invesco
Georgia
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.8M -$4.27M -124,488 -28%
OMC
2
Old Mission Capital
Illinois
$7.16M +$5.55M +162,006 +361%
LPL Financial
3
LPL Financial
California
$3.68M -$12.4M -361,133 -77%
BCM
4
Brookstone Capital Management
Illinois
$2.69M +$115K +3,361 +5%
Morgan Stanley
5
Morgan Stanley
New York
$2.25M -$1.63M -47,483 -42%
FEG
6
Financial Enhancement Group
Indiana
$1.9M +$89.3K +2,605 +5%
KWA
7
Kellett Wealth Advisors
Ohio
$1.66M -$18.6K -544 -1%
Bank of America
8
Bank of America
North Carolina
$1.24M -$82.1K -2,397 -6%
VIM
9
Vista Investment Management
Pennsylvania
$1.13M +$20.3K +592 +2%
SWA
10
Stratos Wealth Advisors
Ohio
$1.08M +$925 +27 +0.1%
BW
11
Bison Wealth
Georgia
$607K +$601K +17,545 New
HAS
12
HBW Advisory Services
California
$584K -$4.83K -141 -0.8%
Jane Street
13
Jane Street
New York
$495K -$830K -24,212 -63%
Citadel Advisors
14
Citadel Advisors
Florida
$466K +$10K +292 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$466K -$5.21K -152 -1%
Wells Fargo
16
Wells Fargo
California
$376K -$7.85K -229 -2%
DIA
17
Dana Investment Advisors
Wisconsin
$363K -$35.2K -1,027 -9%
AWA
18
Arete Wealth Advisors
Illinois
$345K +$342K +9,984 New
VCA
19
Verdence Capital Advisors
Maryland
$307K +$891 +26 +0.3%
CCFM
20
Clear Creek Financial Management
Washington
$305K +$959 +28 +0.3%
PFS
21
Prospera Financial Services
Texas
$299K – – –
AAS
22
Avantax Advisory Services
Texas
$273K -$26.1K -763 -9%
EFS
23
Essex Financial Services
Connecticut
$268K +$266K +7,749 New
IA
24
Insight Advisors
Pennsylvania
$245K -$23.5K -686 -9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$230K -$33.5K -977 -13%
1
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IPKW Hedge Fund Activity: Q2 2023 in Review

35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q2 2023, worth a combined $40M — down 23% from $51.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IPKW and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.

The largest buyer was Old Mission Capital, adding an estimated $5.55M. The largest seller was LPL Financial, cutting an estimated $12.4M.

  • 35 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $40M of Invesco International BuyBack Achievers ETF stock for Q2 2023, down 23% quarter-over-quarter.
  • 3 funds opened new Invesco International BuyBack Achievers ETF positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q2 2023 was Old Mission Capital, an estimated $5.55M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q2 2023 was LPL Financial, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2023.