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Invesco Building & Construction ETF

48 hedge funds and large institutions have $30.3M invested in Invesco Building & Construction ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more funds holding

Funds holding: 4448 (+4)

1.44% more ownership

Funds ownership: 26.19%27.63% (+1.4%)

3% more capital invested

Capital invested by funds: $29.5M → $30.3M (+$776K)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
$41K -$1.51K -45 -3%
IFWM
27
Institute for Wealth Management
Colorado
$32K +$32.7K +978 New
Citigroup
28
Citigroup
New York
$25K +$3.35K +100 +15%
IA
29
IFP Advisors
Florida
$22K
PMFA
30
Plante Moran Financial Advisors
Michigan
$22K
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$20K
EIP
32
Ellis Investment Partners
Pennsylvania
$15K +$33 +1 +0.2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$12K
GRP
34
Global Retirement Partners
California
$11K
GWM
35
Geneos Wealth Management
Colorado
$10K
OIA
36
Optimum Investment Advisors
Illinois
$10K
BFEC
37
Benjamin F. Edwards & Company
Missouri
$7K
SFS
38
Sowell Financial Services
Arkansas
$7K
LFG
39
LifePlan Financial Group
Ohio
$6K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$5K
SPIA
41
Steward Partners Investment Advisory
New York
$4K
TFGT
42
TS Financial Group (TSFG)
Illinois
$4K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$3K
VCP
44
Verus Capital Partners
Arizona
$3K +$3.35K +100 New
MAWCM
45
Mine & Arao Wealth Creation & Management
California
$2K +$2.51K +75 New
KFS
46
Kelly Financial Services
Massachusetts
$1.33K
CAAS
47
Capital Asset Advisory Services
Michigan
$1K +$536 +16 New
BCM
48
Barometer Capital Management
Ontario, Canada
-$2.14M -65,500 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$717K -21,952 Closed
FAAS
50
First Allied Advisory Services
California
-$123K -3,773 Closed

PKB Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2019, worth a combined $30.3M — up 2.6% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PKB positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.44M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $2.14M sold.

  • 48 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2019, up from 44 in Q3 2019.
  • Funds reported $30.3M of Invesco Building & Construction ETF stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 8 funds opened new Invesco Building & Construction ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Building & Construction ETF buyer in Q4 2019 was Citadel Advisors, an estimated $1.44M added.
  • The largest Invesco Building & Construction ETF seller in Q4 2019 was Barometer Capital Management, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2019.