We are live on ! Find out more
PKB icon

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
HighTower Advisors
1
HighTower Advisors
Illinois
$16.7M +$1.01M +20,290 +6%
Morgan Stanley
2
Morgan Stanley
New York
$11.5M -$2.72M -54,670 -18%
LPL Financial
3
LPL Financial
California
$11.5M +$54.2K +1,087 +0.5%
Wells Fargo
4
Wells Fargo
California
$9.37M +$2.62M +52,487 +36%
Ameriprise
5
Ameriprise
Minnesota
$9.11M -$150K -3,010 -2%
NA
6
Nottingham Advisors
New York
$8.15M +$1.62M +32,604 +24%
Bank of America
7
Bank of America
North Carolina
$6.51M -$135K -2,706 -2%
RJA
8
Raymond James & Associates
Florida
$5.06M -$349K -7,008 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.12M +$1.11M +22,321 +35%
UBS Group
10
UBS Group
Switzerland
$3.57M -$428K -8,597 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.48M +$200K +4,016 +6%
Stifel Financial
12
Stifel Financial
Missouri
$3.1M +$120K +2,405 +4%
Truist Financial
13
Truist Financial
North Carolina
$2.45M +$210K +4,216 +9%
MCM
14
MAI Capital Management
Ohio
$2.34M -$5.83K -117 -0.2%
Goldman Sachs
15
Goldman Sachs
New York
$2.19M +$2.3M +46,259 New
Osaic Holdings
16
Osaic Holdings
Arizona
$2.05M -$451K -9,053 -17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.91M +$2.01M +40,313 New
PAG
18
Private Advisor Group
New Jersey
$1.22M +$28.5K +573 +2%
KAS
19
Kestra Advisory Services
Texas
$1.19M -$56.2K -1,127 -4%
CB
20
Community Bank
New York
$1.14M +$491K +9,855 +70%
HVP
21
Hudson Value Partners
Florida
$1.08M +$11.9K +238 +1%
GDP
22
Great Diamond Partners
Maine
$1M +$46.3K +930 +5%
HCA
23
Heck Capital Advisors
Wisconsin
$982K +$14.8K +298 +1%
TRCT
24
Tower Research Capital (TRC)
New York
$973K +$1.02M +20,537 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$945K +$72.8K +1,461 +8%

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.