Invesco Building & Construction ETF
PKB
79 hedge funds and large institutions have $140M invested in Invesco Building & Construction ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more funds holding
Funds holding: 74 → 79 (+5)
6.89% less ownership
Funds ownership: 56.01% → 49.12% (-6.9%)
18% less capital invested
Capital invested by funds: $171M → $140M (-$31.5M)
22% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.8M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$2.49M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.93M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.35M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$20.8M |
| 2 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$5.69M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 5 |
Goldman Sachs
New York
|
-$427K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
76
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1.7K | +$1.76K | +25 | New |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
HGERS
78
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
CICI
79
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $949 | – | – | – |
|
|
SAS
80
SMI Advisory Services
Columbus,
Indiana
| – | -$5.69M | -77,972 | Closed |
|
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.15M | -15,423 | Closed |
|
|
ACM
82
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$262K | -3,500 | Closed |
|
83
MML Investors Services
Springfield,
Massachusetts
| – | -$235K | -3,135 | Closed |
|
|
PI
84
PFG Investments
Woodbury,
New York
| – | -$219K | -2,929 | Closed |
|
|
NFA
85
Northwest Financial Advisors
Herndon,
Virginia
| – | -$214K | -2,854 | Closed |
|
86
JP Morgan Chase
New York
| – | -$9.06K | -121 | Closed |
|
PKB Hedge Fund Activity: Q2 2024 in Review
79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q2 2024, worth a combined $140M — down 18% from $171M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PKB positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.8M. The largest seller was Bank of America, cutting an estimated $20.8M.
- 79 institutional investors held Invesco Building & Construction ETF (PKB) as of Q2 2024, up from 74 in Q1 2024.
- Funds reported $140M of Invesco Building & Construction ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 12 funds opened new Invesco Building & Construction ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
- The largest Invesco Building & Construction ETF buyer in Q2 2024 was Morgan Stanley, an estimated $3.8M added.
- The largest Invesco Building & Construction ETF seller in Q2 2024 was Bank of America, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2024.