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Invesco Building & Construction ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4859 (+11)

3.61% more ownership

Funds ownership: 41.54%45.15% (+3.6%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$11.3M +$805K +20,489 +8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.1M +$2.3M +58,575 +31%
Morgan Stanley
3
Morgan Stanley
New York
$8.78M +$1.4M +35,646 +20%
LPL Financial
4
LPL Financial
California
$5.94M +$1.4M +35,629 +33%
Bank of America
5
Bank of America
North Carolina
$5.15M +$250K +6,360 +5%
Wells Fargo
6
Wells Fargo
California
$4.1M +$1.04M +26,473 +36%
RJA
7
Raymond James & Associates
Florida
$3.84M -$309K -7,869 -8%
Ameriprise
8
Ameriprise
Minnesota
$3.46M +$1.62M +41,102 +95%
UBS Group
9
UBS Group
Switzerland
$3.2M +$106K +2,685 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.45M +$138K +3,515 +6%
MCM
11
MAI Capital Management
Ohio
$2.18M -$256K -6,504 -11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.59M -$268K -6,821 -15%
AI
13
Atria Investments
North Carolina
$1.28M +$1.22M +31,062 New
Truist Financial
14
Truist Financial
North Carolina
$1.12M +$1.07M +27,126 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.11M +$44.5K +1,133 +4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.05M +$446K +11,338 +80%
BCM
17
Barometer Capital Management
Ontario, Canada
$971K +$928K +23,600 New
PFS
18
Prospera Financial Services
Texas
$949K +$514K +13,077 +131%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$915K -$22.6K -576 -3%
KAS
20
Kestra Advisory Services
Texas
$911K +$4.76K +121 +0.6%
EWA
21
EP Wealth Advisors
California
$780K
GDP
22
Great Diamond Partners
Maine
$630K +$602K +15,320 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$621K +$593K +15,087 New
CAN
24
Cetera Advisor Networks
California
$596K +$569K +14,471 New
PAG
25
Private Advisor Group
New Jersey
$579K +$153K +3,903 +38%

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.