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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
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.95M -$4.34M -123,044 -40%
OMC
2
Old Mission Capital
Illinois
$4.74M +$4.48M +126,789 New
Morgan Stanley
3
Morgan Stanley
New York
$4.14M +$1.74M +49,282 +80%
LPL Financial
4
LPL Financial
California
$4.03M -$533K -15,087 -12%
BCM
5
Brookstone Capital Management
Illinois
$3.21M +$92.4K +2,617 +3%
Jane Street
6
Jane Street
New York
$2.8M +$222K +6,280 +9%
FEG
7
Financial Enhancement Group
Indiana
$2.19M +$221K +6,246 +11%
Citadel Advisors
8
Citadel Advisors
Florida
$1.67M +$1.57M +44,574 New
Bank of America
9
Bank of America
North Carolina
$1.22M -$91.9K -2,602 -7%
VIM
10
Vista Investment Management
Pennsylvania
$1.2M -$19.6K -556 -2%
SWA
11
Stratos Wealth Advisors
Ohio
$1.15M -$17.1K -485 -2%
KWA
12
Kellett Wealth Advisors
Ohio
$1.07M +$7.41K +210 +0.7%
BW
13
Bison Wealth
Georgia
$523K -$126K -3,571 -20%
HAS
14
HBW Advisory Services
California
$483K -$29K -821 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$462K -$30.1K -853 -6%
DIA
16
Dana Investment Advisors
Wisconsin
$399K +$5.47K +155 +1%
AWA
17
Arete Wealth Advisors
Illinois
$355K +$335K +9,475 New
VCA
18
Verdence Capital Advisors
Maryland
$335K +$1.24K +35 +0.4%
CCFM
19
Clear Creek Financial Management
Washington
$330K – – –
PFS
20
Prospera Financial Services
Texas
$324K – – –
AAS
21
Avantax Advisory Services
Texas
$275K -$25.1K -711 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
$271K -$2.92M -82,699 -92%
IA
23
Insight Advisors
Pennsylvania
$254K +$1.91K +54 +0.8%
Ameriprise
24
Ameriprise
Minnesota
$247K +$233K +6,611 New
PMG
25
ProVise Management Group
Florida
$214K -$3.5K -99 -2%
1
2 3

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.