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Invesco Building & Construction ETF

91 hedge funds and large institutions have $242M invested in Invesco Building & Construction ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8591 (+6)

4% more capital invested

Capital invested by funds: $233M → $242M (+$8.63M)

0.61% more ownership

Funds ownership: 59.6%60.21% (+0.61%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
28
Reduced
24
Closed
6
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
$79.7M +$17.3M +212,105 +25%
HighTower Advisors
2
HighTower Advisors
Illinois
$34.6M -$54.6K -670 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$26.4M -$8.08M -99,218 -22%
LPL Financial
4
LPL Financial
California
$17.9M +$3.4M +41,796 +21%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$14.7M +180,296 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.72M +$184K +2,255 +2%
Wells Fargo
7
Wells Fargo
California
$7.16M -$508K -6,233 -6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$4.65M +$1.97M +24,165 +65%
UBS Group
9
UBS Group
Switzerland
$3.64M +$1.15M +14,088 +41%
Stifel Financial
10
Stifel Financial
Missouri
$3.27M -$80.2K -985 -2%
Truist Financial
11
Truist Financial
North Carolina
$3.25M -$68.5K -841 -2%
AWM
12
Apollon Wealth Management
South Carolina
$3.09M +$351K +4,313 +12%
Ameriprise
13
Ameriprise
Minnesota
$2.93M +$364K +4,471 +15%
MCM
14
MAI Capital Management
Ohio
$2.23M -$2.2K -27 -0.1%
GDP
15
Great Diamond Partners
Maine
$2M -$2.2K -27 -0.1%
NP
16
Nilsine Partners
Colorado
$1.74M -$33.6K -413 -2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.67M +$1.79M +21,986 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.49M +$968K +11,888 +151%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.48M +$348K +4,266 +28%
KAS
20
Kestra Advisory Services
Texas
$1.39M +$898K +11,022 +150%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.26M +$418K +5,134 +44%
DC
22
Davenport & Co
Virginia
$1.26M +$25.7K +316 +2%
OWA
23
Outlook Wealth Advisors
Texas
$1.07M -$60.4K -742 -5%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.06M -$152K -1,869 -12%
EWA
25
EP Wealth Advisors
California
$915K

PKB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Building & Construction ETF (PKB) for Q4 2024, worth a combined $242M — up 3.7% from $233M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PKB positions and 6 closed out — a net gain of 10 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $17.3M. The largest seller was Morgan Stanley, cutting an estimated $8.08M.

  • 91 institutional investors held Invesco Building & Construction ETF (PKB) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $242M of Invesco Building & Construction ETF stock for Q4 2024, up 3.7% quarter-over-quarter.
  • 16 funds opened new Invesco Building & Construction ETF positions in Q4 2024 and 6 closed out, a net change of +10 holders.
  • The largest Invesco Building & Construction ETF buyer in Q4 2024 was Bank of America, an estimated $17.3M added.
  • The largest Invesco Building & Construction ETF seller in Q4 2024 was Morgan Stanley, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2024.