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Invesco Building & Construction ETF

85 hedge funds and large institutions have $131M invested in Invesco Building & Construction ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $124M → $131M (+$7.32M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 8585 (0)

2.31% less ownership

Funds ownership: 46.09%43.79% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
26
WMG Financial Advisors
Tennessee
$879K +$835K +16,142 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$839K +$321K +6,199 +68%
EFSCE
28
Enterprise Financial Services Corp (EFSC)
Missouri
$838K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$792K +$221K +4,273 +42%
EWA
30
EP Wealth Advisors
California
$763K
BRWA
31
B. Riley Wealth Advisors
Florida
$710K -$22.4K -433 -3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$694K -$1.43M -27,589 -68%
TRCT
33
Tower Research Capital (TRC)
New York
$501K -$588K -11,364 -55%
MWM
34
MinichMacGregor Wealth Management
New York
$417K -$60.2K -1,163 -13%
SAM
35
Secure Asset Management
Michigan
$400K +$311 +6 +0.1%
BWM
36
BigSur Wealth Management
Florida
$369K
IFG
37
Independent Financial Group
California
$343K -$15.4K -298 -5%
NFG
38
Next Financial Group
Texas
$328K -$152K -2,932 -33%
KA
39
Kovack Advisors
Florida
$317K -$40.1K -775 -12%
IWA
40
IBEX Wealth Advisors
New Jersey
$312K +$48.2K +932 +19%
SWA
41
SOA Wealth Advisors
New York
$306K +$59.1K +1,142 +25%
NA
42
NewEdge Advisors
Louisiana
$303K +$288K +5,560 New
BPA
43
Beacon Pointe Advisors
California
$297K -$6.21K -120 -2%
KWM
44
Kingsview Wealth Management
Oregon
$280K
Citadel Advisors
45
Citadel Advisors
Florida
$267K -$403K -7,779 -61%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$259K -$191K -3,685 -44%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$256K +$18.3K +354 +8%
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$242K
CA
49
Cetera Advisors
Colorado
$218K -$49.7K -961 -19%
CAN
50
Cetera Advisor Networks
California
$208K +$197K +3,804 New

PKB Hedge Fund Activity: Q4 2021 in Review

85 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2021, worth a combined $131M — up 5.9% from $124M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PKB positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.06M. The largest seller was Wells Fargo, cutting an estimated $3.83M.

  • 85 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $131M of Invesco Building & Construction ETF stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 12 funds opened new Invesco Building & Construction ETF positions in Q4 2021 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Building & Construction ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $1.06M added.
  • The largest Invesco Building & Construction ETF seller in Q4 2021 was Wells Fargo, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2021.