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Invesco Building & Construction ETF

85 hedge funds and large institutions have $233M invested in Invesco Building & Construction ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

66% more capital invested

Capital invested by funds: $140M → $233M (+$93M)

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

10.48% more ownership

Funds ownership: 49.12%59.6% (+10%)

8% more funds holding

Funds holding: 7985 (+6)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$66.9M +$48.3M +663,756 +375%
HighTower Advisors
2
HighTower Advisors
Illinois
$36.4M -$51.4K -707 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$35.6M +$12.6M +173,355 +63%
LPL Financial
4
LPL Financial
California
$15.5M -$323K -4,435 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10M -$463K -6,357 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.44M +$2.96M +40,655 +62%
Wells Fargo
7
Wells Fargo
California
$8.02M -$190K -2,614 -3%
RJA
8
Raymond James & Associates
Florida
$6.13M +$356K +4,898 +7%
Stifel Financial
9
Stifel Financial
Missouri
$3.51M +$254K +3,496 +9%
Truist Financial
10
Truist Financial
North Carolina
$3.48M +$54.4K +748 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.96M +$502K +6,905 +23%
AWM
12
Apollon Wealth Management
South Carolina
$2.9M +$82.2K +1,129 +3%
UBS Group
13
UBS Group
Switzerland
$2.71M -$203K -2,789 -8%
Ameriprise
14
Ameriprise
Minnesota
$2.37M +$552K +7,588 +34%
MCM
15
MAI Capital Management
Ohio
$2.35M -$1.67K -23 -0.1%
GDP
16
Great Diamond Partners
Maine
$2.11M -$62.2K -855 -3%
NP
17
Nilsine Partners
Colorado
$1.86M +$41.3K +567 +2%
DC
18
Davenport & Co
Virginia
$1.3M +$26.5K +364 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.26M +$45.6K +626 +4%
PFS
20
Prospera Financial Services
Texas
$1.24M -$37.9K -521 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.22M +$79.6K +1,094 +8%
OWA
22
Outlook Wealth Advisors
Texas
$1.18M +$49.8K +684 +5%
EWA
23
EP Wealth Advisors
California
$962K
Osaic Holdings
24
Osaic Holdings
Arizona
$919K +$70.7K +972 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$785K +$218 +3 +0%

PKB Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q3 2024, worth a combined $233M — up 66% from $140M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PKB positions and 4 closed out — a net gain of 7 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $48.3M. The largest seller was Jane Street, exiting entirely with an estimated $945K sold.

  • 85 institutional investors held Invesco Building & Construction ETF (PKB) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $233M of Invesco Building & Construction ETF stock for Q3 2024, up 66% quarter-over-quarter.
  • 11 funds opened new Invesco Building & Construction ETF positions in Q3 2024 and 4 closed out, a net change of +7 holders.
  • The largest Invesco Building & Construction ETF buyer in Q3 2024 was Bank of America, an estimated $48.3M added.
  • The largest Invesco Building & Construction ETF seller in Q3 2024 was Jane Street, an estimated $945K sold.

Based on aggregated 13F filings for Q3 2024.