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Invesco Building & Construction ETF
PKB

73 hedge funds and large institutions have $163M invested in Invesco Building & Construction ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $134M → $163M (+$29M)

9% more funds holding

Funds holding: 67 → 73 (+6)

6.3% more ownership

Funds ownership: 58.92% → 65.22% (+6.3%)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
17
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.41M
2
Bank of America
Bank of America
North Carolina
+$1.34M
3
UBS Group
UBS Group
Switzerland
+$322K
4
DC
Davenport & Co
Virginia
+$271K
5
PAG
Private Advisory Group
Washington
+$249K

Top Sellers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$8.64M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.04M
5
HighTower Advisors
HighTower Advisors
Illinois
-$696K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Carr Financial Group
Massachusetts
$691K -$1.95K -36 -0.3%
Citadel Advisors
27
Citadel Advisors
Florida
$644K +$60K +1,108 +12%
PAG
28
Private Advisor Group
New Jersey
$586K +$55.8K +1,030 +12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$578K +$5.53K +102 +1%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$456K -$44.4K -820 -10%
SAM
31
Secure Asset Management
Michigan
$444K -$5.85K -108 -2%
IFG
32
Independent Financial Group
California
$421K -$7.97K -147 -2%
WFC
33
Western Financial Corp
California
$410K -$19.5K -359 -5%
MWM
34
MinichMacGregor Wealth Management
New York
$366K -$65.4K -1,206 -17%
BPA
35
Beacon Pointe Advisors
California
$362K -$112K -2,070 -27%
KF
36
KKM Financial
Illinois
$361K +$310K +5,726 New
Mariner
37
Mariner
Kansas
$354K -$14K -259 -4%
NA
38
NewEdge Advisors
Louisiana
$334K +$18K +333 +7%
SWA
39
SOA Wealth Advisors
New York
$326K +$217 +4 +0.1%
PAG
40
Private Advisory Group
Washington
$290K +$249K +4,587 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$268K -$1.2M -22,099 -84%
Walleye Capital
42
Walleye Capital
New York
$248K +$213K +3,931 New
CL
43
Choreo LLC
Illinois
$232K +$199K +3,674 New
ACM
44
Absolute Capital Management
Pennsylvania
$221K +$190K +3,500 New
KAS
45
Kestra Advisory Services
Texas
$208K -$243K -4,482 -58%
FFN
46
Focus Financial Network
Minnesota
$205K +$176K +3,250 New
MML Investors Services
47
MML Investors Services
Massachusetts
$200K +$172K +3,175 New
NFA
48
Northwest Financial Advisors
Virginia
$180K +$155K +2,854 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$178K -$54 -1 -0%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$166K -$54.2K -1,000 -28%
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PKB Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2023, worth a combined $163M — up 22% from $134M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PKB positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.41M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.64M sold.

  • 73 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2023, up from 67 in Q3 2023.
  • Funds reported $163M of Invesco Building & Construction ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 14 funds opened new Invesco Building & Construction ETF positions in Q4 2023 and 7 closed out, a net change of +7 holders.
  • The largest Invesco Building & Construction ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.41M added.
  • The largest Invesco Building & Construction ETF seller in Q4 2023 was Beacon Harbor Wealth Advisors, an estimated $8.64M sold.

Based on aggregated 13F filings for Q4 2023.