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Invesco Building & Construction ETF

85 hedge funds and large institutions have $124M invested in Invesco Building & Construction ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8385 (+2)

1.78% more ownership

Funds ownership: 44.31%46.09% (+1.8%)

3% less capital invested

Capital invested by funds: $127M → $124M (-$3.46M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$205K +$6.28K +126 +3%
BWA
52
BDO Wealth Advisors
Florida
$174K
BAM
53
Belpointe Asset Management
Nevada
$163K
CFGS
54
Concourse Financial Group Securities
Alabama
$107K -$57.9K -1,162 -34%
JPLA
55
Joseph P. Lucia & Associates
New York
$95K
CAL
56
Capital Analysts LLC
Pennsylvania
$95K +$99.6K +2,000 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$94K
CFA
58
Carroll Financial Associates
North Carolina
$75K
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$71K
AWA
60
Arkadios Wealth Advisors
Georgia
$49K
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$44K -$10.8K -217 -19%
APA
62
American Portfolios Advisors
New York
$33.2K -$38.1K -765 -52%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$29K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$28K +$5.38K +108 +22%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$25K
CAGAS
66
Capital Advisory Group Advisory Services
Minnesota
$24K
EIP
67
Ellis Investment Partners
Pennsylvania
$22K
HI
68
Harbour Investments
Wisconsin
$19K -$2.94K -59 -13%
CFD
69
Creative Financial Designs
Indiana
$17K
CIAS
70
Capital Investment Advisory Services
North Carolina
$16K
GRP
71
Global Retirement Partners
California
$16K
KIG
72
Kowal Investment Group
Wisconsin
$15K +$15.4K +309 New
IA
73
IFP Advisors
Florida
$14K -$7.08K -142 -32%
CAAS
74
Capital Asset Advisory Services
Michigan
$13K
FCA
75
FinTrust Capital Advisors
South Carolina
$13K +$13.7K +275 New

PKB Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q3 2021, worth a combined $124M — down 2.7% from $127M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PKB positions and 9 closed out — a net gain of 3 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.62M. The largest seller was Morgan Stanley, cutting an estimated $2.72M.

  • 85 institutional investors held Invesco Building & Construction ETF (PKB) as of Q3 2021, up from 83 in Q2 2021.
  • Funds reported $124M of Invesco Building & Construction ETF stock for Q3 2021, down 2.7% quarter-over-quarter.
  • 12 funds opened new Invesco Building & Construction ETF positions in Q3 2021 and 9 closed out, a net change of +3 holders.
  • The largest Invesco Building & Construction ETF buyer in Q3 2021 was Wells Fargo, an estimated $2.62M added.
  • The largest Invesco Building & Construction ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2021.