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Invesco Building & Construction ETF

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: 6773 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$108K +$18.1K +334 +24%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$43.2K -$48.2K -890 -57%
AWM
53
Activest Wealth Management
Florida
$37.9K +$32.5K +600 New
PTC
54
Private Trust Company
Ohio
$34.7K
GWSG
55
GPS Wealth Strategies Group
Colorado
$18.9K
SPIA
56
Steward Partners Investment Advisory
New York
$18.9K +$16.3K +300 New
FCA
57
FinTrust Capital Advisors
South Carolina
$17.4K
DAC
58
Dividend Assets Capital
South Carolina
$16K
MWM
59
MGB Wealth Management
Texas
$15.8K +$13.5K +250 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$13K
CFGS
61
Concourse Financial Group Securities
Alabama
$12.3K
SWM
62
Spire Wealth Management
Virginia
$10.1K -$1.3K -24 -13%
HI
63
Harbour Investments
Wisconsin
$9.78K
TFGT
64
TS Financial Group (TSFG)
Illinois
$8K
HR
65
Howe & Rusling
New York
$5.68K +$4.88K +90 New
BWL
66
Bogart Wealth LLC
Virginia
$4.17K +$3.58K +66 New
PS
67
Principal Securities
Iowa
$3.54K +$3.04K +56 New
US Bancorp
68
US Bancorp
Minnesota
$3.22K +$1.35K +25 +96%
LFA
69
LGT Financial Advisors
Texas
$1.26K
CAS
70
Coppell Advisory Solutions
Texas
$1.01K -$1.73K -32 -67%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1K
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$1K
TRCT
73
Tower Research Capital (TRC)
New York
$126 -$1.79K -33 -94%
BHWA
74
Beacon Harbor Wealth Advisors
Virginia
-$8.64M -171,324 Closed
HWM
75
Horizon Wealth Management
Illinois
-$470K -9,321 Closed

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.