Invesco Building & Construction ETF
PKB
59 hedge funds and large institutions have $79M invested in Invesco Building & Construction ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
44% more capital invested
Capital invested by funds: $55M → $79M (+$24M)
23% more funds holding
Funds holding: 48 → 59 (+11)
3.61% more ownership
Funds ownership: 41.54% → 45.15% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.62M |
| 3 |
Morgan Stanley
New York
|
+$1.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$309K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$268K |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$265K |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$256K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$22.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
51
Capital Investment Advisory Services
Raleigh,
North Carolina
| $14K | +$13.6K | +346 | New |
|
|
AWM
52
Accel Wealth Management
Waverly,
Iowa
| $13K | +$12.5K | +319 | New |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $8.23K | -$19.7K | -500 | -71% |
|
|
CFGS
54
Concourse Financial Group Securities
Birmingham,
Alabama
| $8K | – | – | – |
|
|
SFS
55
Sowell Financial Services
North Little Rock,
Arkansas
| $8K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
TFGT
57
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $5K | – | – | – |
|
58
US Bancorp
Minneapolis,
Minnesota
| $1K | -$511 | -13 | -42% |
|
|
CAAS
59
Capital Asset Advisory Services
Williamston,
Michigan
| $1K | – | – | – |
|
|
HIIFS
60
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$265K | -7,300 | Closed |
|
|
FHA
61
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$7K | -200 | Closed |
|
PKB Hedge Fund Activity: Q4 2020 in Review
59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2020, worth a combined $79M — up 44% from $55M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PKB positions and 2 closed out — a net gain of 12 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.3M. The largest seller was Raymond James & Associates, cutting an estimated $309K.
- 59 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2020, up from 48 in Q3 2020.
- Funds reported $79M of Invesco Building & Construction ETF stock for Q4 2020, up 44% quarter-over-quarter.
- 14 funds opened new Invesco Building & Construction ETF positions in Q4 2020 and 2 closed out, a net change of +12 holders.
- The largest Invesco Building & Construction ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $2.3M added.
- The largest Invesco Building & Construction ETF seller in Q4 2020 was Raymond James & Associates, an estimated $309K sold.
Based on aggregated 13F filings for Q4 2020.