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Invesco Building & Construction ETF

59 hedge funds and large institutions have $78.9M invested in Invesco Building & Construction ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more capital invested

Capital invested by funds: $20.9M → $78.9M (+$58M)

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

26.82% more ownership

Funds ownership: 20.14%46.96% (+27%)

11% more funds holding

Funds holding: 5359 (+6)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$22.4M +$21.7M +488,182 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.49M +$6.07M +136,526 +514%
LPL Financial
3
LPL Financial
California
$6.63M +$3.36M +75,631 +110%
Morgan Stanley
4
Morgan Stanley
New York
$6.61M +$3.55M +79,875 +124%
Bank of America
5
Bank of America
North Carolina
$6.24M +$3.98M +89,610 +194%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.84M +$3.86M +86,902 +467%
Wells Fargo
7
Wells Fargo
California
$4.26M +$2.17M +48,921 +111%
RJA
8
Raymond James & Associates
Florida
$2.91M +$2.38M +53,562 +540%
UBS Group
9
UBS Group
Switzerland
$1.9M +$1.29M +28,917 +230%
Ameriprise
10
Ameriprise
Minnesota
$1.87M +$585K +13,154 +48%
MCM
11
MAI Capital Management
Ohio
$1.64M -$38K -856 -2%
NP
12
Nilsine Partners
Colorado
$1.17M +$1.13M +25,478 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.03M +$582K +13,100 +141%
PAG
14
Private Advisor Group
New Jersey
$849K +$822K +18,501 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$844K -$154K -3,460 -16%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$742K +$719K +16,171 New
PFS
17
Prospera Financial Services
Texas
$692K +$170K +3,829 +34%
Goldman Sachs
18
Goldman Sachs
New York
$691K -$142K -3,199 -18%
Stifel Financial
19
Stifel Financial
Missouri
$469K +$454K +10,213 New
KAS
20
Kestra Advisory Services
Texas
$432K +$419K +9,419 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$428K +$414K +9,325 New
DC
22
Davenport & Co
Virginia
$420K +$407K +9,157 New
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$399K +$386K +8,695 New
EWA
24
EP Wealth Advisors
California
$362K +$342K +7,698 +65%
BPA
25
Beacon Pointe Advisors
California
$361K

PKB Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q1 2023, worth a combined $78.9M — up 277% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PKB positions and 11 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $21.7M. The largest seller was Hudson Value Partners, exiting entirely with an estimated $478K sold.

  • 59 institutional investors held Invesco Building & Construction ETF (PKB) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $78.9M of Invesco Building & Construction ETF stock for Q1 2023, up 277% quarter-over-quarter.
  • 18 funds opened new Invesco Building & Construction ETF positions in Q1 2023 and 11 closed out, a net change of +7 holders.
  • The largest Invesco Building & Construction ETF buyer in Q1 2023 was HighTower Advisors, an estimated $21.7M added.
  • The largest Invesco Building & Construction ETF seller in Q1 2023 was Hudson Value Partners, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2023.