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Invesco Building & Construction ETF

64 hedge funds and large institutions have $121M invested in Invesco Building & Construction ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

53% more capital invested

Capital invested by funds: $78.9M → $121M (+$41.9M)

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

8% more funds holding

Funds holding: 5964 (+5)

5.34% more ownership

Funds ownership: 46.96%52.31% (+5.3%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
22
Reduced
15
Closed
7
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$576K -$382K -7,912 -43%
DC
27
Davenport & Co
Virginia
$525K +$23.8K +493 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$479K -$78.5K -1,629 -16%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$448K -$22.2K -460 -5%
BPA
30
Beacon Pointe Advisors
California
$427K
KAS
31
Kestra Advisory Services
Texas
$416K -$85.1K -1,764 -19%
MWM
32
MinichMacGregor Wealth Management
New York
$393K +$3.71K +77 +1%
SAM
33
Secure Asset Management
Michigan
$388K +$530 +11 +0.2%
IFG
34
Independent Financial Group
California
$381K +$49.7K +1,031 +17%
CFG
35
Carr Financial Group
Massachusetts
$379K +$337K +6,979 New
WFC
36
Western Financial Corp
California
$344K -$12.4K -258 -4%
Mariner
37
Mariner
Kansas
$306K -$16.4K -340 -6%
SWA
38
SOA Wealth Advisors
New York
$280K +$338 +7 +0.1%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$277K -$8.58K -178 -16%
GRP
40
Global Retirement Partners
California
$277K +$229K +4,751 +1,381%
NA
41
NewEdge Advisors
Louisiana
$270K +$198K +4,100 +477%
BWA
42
BDO Wealth Advisors
Florida
$200K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$198K
MIH
44
Meitav Investment House
Israel
$168K +$149K +3,086 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$153K +$7.86K +163 +6%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$81.9K
PTC
47
Private Trust Company
Ohio
$58.1K +$26.1K +541 +103%
SFG
48
Steward Financial Group
Texas
$30K +$26.8K +556 New
RIA
49
Realta Investment Advisors
Delaware
$27.2K +$24.1K +500 New
AP
50
Advisors Preferred
Maryland
$26.4K +$16.2K +335 +220%

PKB Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q2 2023, worth a combined $121M — up 53% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PKB positions and 7 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $8.32M. The largest seller was Bank of America, cutting an estimated $2.52M.

  • 64 institutional investors held Invesco Building & Construction ETF (PKB) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $121M of Invesco Building & Construction ETF stock for Q2 2023, up 53% quarter-over-quarter.
  • 13 funds opened new Invesco Building & Construction ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Building & Construction ETF buyer in Q2 2023 was Beacon Harbor Wealth Advisors, an estimated $8.32M added.
  • The largest Invesco Building & Construction ETF seller in Q2 2023 was Bank of America, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2023.