We are live on ! Find out more
PKB icon

Invesco Building & Construction ETF

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.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 7479 (+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

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$31.1M +$699K +9,936 +2%
Morgan Stanley
2
Morgan Stanley
New York
$18.6M +$3.8M +54,060 +25%
LPL Financial
3
LPL Financial
California
$13.5M +$1.93M +27,413 +16%
Bank of America
4
Bank of America
North Carolina
$12M -$20.8M -295,141 -63%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.98M -$1.16M -16,462 -11%
Wells Fargo
6
Wells Fargo
California
$7.01M -$21.9K -311 -0.3%
RJA
7
Raymond James & Associates
Florida
$4.89M -$207K -2,945 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.43M +$1.35M +19,191 +42%
Truist Financial
9
Truist Financial
North Carolina
$2.91M -$66.5K -945 -2%
Stifel Financial
10
Stifel Financial
Missouri
$2.76M -$145K -2,064 -5%
UBS Group
11
UBS Group
Switzerland
$2.5M -$425K -6,041 -14%
AWM
12
Apollon Wealth Management
South Carolina
$2.4M +$2.49M +35,350 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$984K +13,985 +85%
MCM
14
MAI Capital Management
Ohio
$2M -$48K -682 -2%
GDP
15
Great Diamond Partners
Maine
$1.86M -$97.5K -1,386 -5%
NP
16
Nilsine Partners
Colorado
$1.55M +$22K +312 +1%
Ameriprise
17
Ameriprise
Minnesota
$1.51M +$56.9K +808 +4%
OWA
18
Outlook Wealth Advisors
Texas
$1.29M +$998K +14,184 New
PFS
19
Prospera Financial Services
Texas
$1.1M +$7.25K +103 +0.6%
DC
20
Davenport & Co
Virginia
$1.08M +$58.9K +837 +6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.03M -$23.4K -333 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$964K -$274K -3,897 -22%
Jane Street
23
Jane Street
New York
$945K +$981K +13,942 New
EWA
24
EP Wealth Advisors
California
$820K
Citadel Advisors
25
Citadel Advisors
Florida
$754K +$332K +4,721 +74%

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.