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Invesco Building & Construction ETF

48 hedge funds and large institutions have $55M invested in Invesco Building & Construction ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $30.2M → $55M (+$24.7M)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

12% more funds holding

Funds holding: 4348 (+5)

2.57% more ownership

Funds ownership: 38.97%41.54% (+2.6%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.24M +$67.1K +1,959 +0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.78M +$6.4M +187,041 New
Morgan Stanley
3
Morgan Stanley
New York
$6.44M +$2.32M +67,786 +62%
Bank of America
4
Bank of America
North Carolina
$4.3M +$2.01M +58,605 +97%
LPL Financial
5
LPL Financial
California
$3.94M +$803K +23,463 +28%
RJA
6
Raymond James & Associates
Florida
$3.66M +$2.12M +61,870 +158%
UBS Group
7
UBS Group
Switzerland
$2.72M +$708K +20,688 +38%
Wells Fargo
8
Wells Fargo
California
$2.65M +$297K +8,683 +13%
MCM
9
MAI Capital Management
Ohio
$2.15M -$86K -2,513 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.03M -$19.2K -560 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.65M +$1.56M +45,541 New
Ameriprise
12
Ameriprise
Minnesota
$1.56M +$717K +20,947 +94%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$939K -$30.7K -897 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$826K -$51K -1,490 -6%
KAS
15
Kestra Advisory Services
Texas
$816K +$750K +21,906 New
EWA
16
EP Wealth Advisors
California
$687K +$649K +18,957 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$516K -$83.2K -2,430 -15%
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$400K
Stifel Financial
19
Stifel Financial
Missouri
$373K +$352K +10,290 New
PAG
20
Private Advisor Group
New Jersey
$368K +$247K +7,228 +247%
PFS
21
Prospera Financial Services
Texas
$361K +$341K +9,974 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$306K -$3.46K -101 -1%
SAM
23
Secure Asset Management
Michigan
$270K -$8.04K -235 -3%
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$265K +$250K +7,300 New
NFG
25
Next Financial Group
Texas
$263K +$248K +7,252 New

PKB Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q3 2020, worth a combined $55M — up 82% from $30.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PKB positions and 7 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $6.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.

  • 48 institutional investors held Invesco Building & Construction ETF (PKB) as of Q3 2020, up from 43 in Q2 2020.
  • Funds reported $55M of Invesco Building & Construction ETF stock for Q3 2020, up 82% quarter-over-quarter.
  • 12 funds opened new Invesco Building & Construction ETF positions in Q3 2020 and 7 closed out, a net change of +5 holders.
  • The largest Invesco Building & Construction ETF buyer in Q3 2020 was Cambridge Investment Research Advisors, an estimated $6.4M added.
  • The largest Invesco Building & Construction ETF seller in Q3 2020 was Citadel Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q3 2020.