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Invesco Building & Construction ETF
PKB

72 hedge funds and large institutions have $135M invested in Invesco Building & Construction ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

26% more funds holding

Funds holding: 57 → 72 (+15)

11% more capital invested

Capital invested by funds: $122M → $135M (+$13.1M)

0.84% less ownership

Funds ownership: 36.34% → 35.49% (-0.84%)

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
24
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$4.03M
2
UR
USCA RIA
Texas
+$3.32M
3
Bank of America
Bank of America
North Carolina
+$1.83M
4
CA
Cetera Advisors
Colorado
+$1.45M
5
Citigroup
Citigroup
New York
+$854K

Top Sellers

Rank Fund Capital Flow
1
NA
Nottingham Advisors
New York
-$11.6M
2
CB
Community Bank
New York
-$1.92M
3
Morgan Stanley
Morgan Stanley
New York
-$1.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.38M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$139K – – –
SWP
52
Stratos Wealth Partners
Ohio
$116K +$111K +3,347 New
APA
53
American Portfolios Advisors
New York
$104K +$99.6K +3,000 New
GRP
54
Global Retirement Partners
California
$82K +$67.2K +2,025 +589%
CC
55
Claybrook Capital
Massachusetts
$69K +$66.4K +2,000 New
CFA
56
Carroll Financial Associates
North Carolina
$58K +$2.65K +80 +5%
SWM
57
SeaCrest Wealth Management
New York
$58K +$55.7K +1,679 New
MOS
58
MGO One Seven
Ohio
$37K +$35.3K +1,065 New
PG
59
Patten Group
Tennessee
$30K – – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$26K +$24.9K +750 New
SEI Investments
61
SEI Investments
Pennsylvania
$24K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$21K -$17.3K -521 -45%
SFSIG
63
San Francisco Sentry Investment Group
California
$15K +$33 +1 +0.2%
SAM
64
Solaris Asset Management
New York
$9K – – –
OIA
65
OneDigital Investment Advisors
Kansas
$7K – – –
PA
66
Parallel Advisors
California
$6K – – –
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$3K – – –
HNB
69
Huntington National Bank
Ohio
$2K -$20.5K -618 -93%
CCM
70
Cribstone Capital Management
Maine
$2K – – –
BHB
71
Bank Hapoalim BM
Israel
$1.18K -$185K -5,570 -14%
NA
72
Nottingham Advisors
New York
– -$11.6M -370,656 Closed
CB
73
Community Bank
New York
– -$1.92M -61,340 Closed
PAG
74
Private Advisor Group
New Jersey
– -$286K -8,978 Closed
NFG
75
Next Financial Group
Texas
– -$64K -2,000 Closed
1 2
3

PKB Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2017, worth a combined $135M — up 11% from $122M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKB positions and 4 closed out — a net gain of 16 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $4.03M. The largest seller was Nottingham Advisors, exiting entirely with an estimated $11.6M sold.

  • 72 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $135M of Invesco Building & Construction ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco Building & Construction ETF positions in Q4 2017 and 4 closed out, a net change of +16 holders.
  • The largest Invesco Building & Construction ETF buyer in Q4 2017 was Shepherd Kaplan Krochuk, an estimated $4.03M added.
  • The largest Invesco Building & Construction ETF seller in Q4 2017 was Nottingham Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2017.