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Invesco International BuyBack Achievers ETF

41 hedge funds and large institutions have $63.9M invested in Invesco International BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

60% more capital invested

Capital invested by funds: $40M → $63.9M (+$23.9M)

21.41% more ownership

Funds ownership: 56.18%77.59% (+21%)

17% more funds holding

Funds holding: 3541 (+6)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.1M +$14.2M +402,090 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.8M -$159K -4,498 -1%
CCMG
3
Clark Capital Management Group
Pennsylvania
$5.93M +$5.97M +169,141 New
LPL Financial
4
LPL Financial
California
$4.3M +$579K +16,400 +15%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.16M +$3.02M +85,520 +1,863%
BCM
6
Brookstone Capital Management
Illinois
$2.85M +$177K +5,019 +6%
Jane Street
7
Jane Street
New York
$2.4M +$1.91M +54,146 +378%
Morgan Stanley
8
Morgan Stanley
New York
$2.15M -$122K -3,464 -5%
SAM
9
Synergy Asset Management
Washington
$2.12M +$2.13M +60,405 New
MML Investors Services
10
MML Investors Services
Massachusetts
$2.09M +$2.1M +59,543 New
FEG
11
Financial Enhancement Group
Indiana
$1.94M +$20.7K +587 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.5M +$1.51M +42,795 New
CAN
13
Cetera Advisor Networks
California
$1.27M +$1.28M +36,336 New
Bank of America
14
Bank of America
North Carolina
$1.23M -$31.4K -889 -2%
VIM
15
Vista Investment Management
Pennsylvania
$1.14M +$530 +15 +0%
SWA
16
Stratos Wealth Advisors
Ohio
$1.09M -$3.64K -103 -0.3%
KWA
17
Kellett Wealth Advisors
Ohio
$998K -$690K -19,558 -41%
BW
18
Bison Wealth
Georgia
$616K +$459 +13 +0.1%
HAS
19
HBW Advisory Services
California
$481K -$111K -3,151 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$463K -$9.46K -268 -2%
Wells Fargo
21
Wells Fargo
California
$381K
DIA
22
Dana Investment Advisors
Wisconsin
$368K
VCA
23
Verdence Capital Advisors
Maryland
$313K +$1.87K +53 +0.6%
CCFM
24
Clear Creek Financial Management
Washington
$309K
PFS
25
Prospera Financial Services
Texas
$304K

IPKW Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco International BuyBack Achievers ETF (IPKW) for Q3 2023, worth a combined $63.9M — up 60% from $40M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IPKW positions and 5 closed out — a net gain of 6 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.2M. The largest seller was Old Mission Capital, exiting entirely with an estimated $7.16M sold.

  • 41 institutional investors held Invesco International BuyBack Achievers ETF (IPKW) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $63.9M of Invesco International BuyBack Achievers ETF stock for Q3 2023, up 60% quarter-over-quarter.
  • 11 funds opened new Invesco International BuyBack Achievers ETF positions in Q3 2023 and 5 closed out, a net change of +6 holders.
  • The largest Invesco International BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $14.2M added.
  • The largest Invesco International BuyBack Achievers ETF seller in Q3 2023 was Old Mission Capital, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2023.