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Invesco BuyBack Achievers ETF
PKW

144 hedge funds and large institutions have $457M invested in Invesco BuyBack Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

15% more funds holding

Funds holding: 125 → 144 (+19)

0% more capital invested

Capital invested by funds: $457M → $457M (+$227K)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.58% less ownership

Funds ownership: 34.29% → 32.71% (-1.6%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
40
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$861K
2
SCM
Silver Capital Management
New York
+$811K
3
AW
ACG Wealth
Georgia
+$737K
4
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
+$726K
5
TA
Tiedemann Advisors
New York
+$607K

Top Sellers

Rank Fund Capital Flow
1
TSS
Two Sigma Securities
New York
-$12.3M
2
PAG
Private Advisor Group
New Jersey
-$5.29M
3
Bank of America
Bank of America
North Carolina
-$3.08M
4
AAMU
Amundi Asset Management US
Massachusetts
-$3.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$3.17M -$126K -2,222 -4%
PAG
27
Private Advisor Group
New Jersey
$3M -$5.29M -92,966 -65%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.98M +$89.3K +1,569 +3%
PVH
29
Psagot Value Holdings
Israel
$2.98M -$1.71M -30,120 -37%
IA
30
IFG Advisory
Georgia
$2.95M +$4.18M +73,558 New
AG
31
Advisor Group
Arizona
$2.68M +$101K +1,769 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.63M -$202K -3,543 -7%
CIA
33
Choate Investment Advisors
Massachusetts
$2.63M -$23.5K -413 -0.9%
TA
34
Tiedemann Advisors
New York
$2.61M +$607K +10,667 New
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34M -$14.5K -255 -0.6%
CAN
36
Cetera Advisor Networks
California
$2.14M +$125K +2,199 +6%
SCM
37
Silver Capital Management
New York
$2.1M +$811K +14,260 +67%
SFG
38
StrategIQ Financial Group
Indiana
$2.02M -$265K -4,651 -12%
MC
39
Muhlenkamp & Co
Pennsylvania
$1.79M -$10.2K -180 -0.6%
DWM
40
Dynasty Wealth Management
Florida
$1.78M +$1.72M +30,151 New
Goldman Sachs
41
Goldman Sachs
New York
$1.65M -$1.36M -23,866 -46%
Citadel Advisors
42
Citadel Advisors
Florida
$1.59M +$319K +5,610 +26%
SC
43
Scotia Capital
Ontario, Canada
$1.52M +$80.8K +1,420 +6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.49M -$2.94M -51,757 -67%
US Bancorp
45
US Bancorp
Minnesota
$1.44M +$225K +3,949 +19%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$1.35M +$18.8K +330 +1%
BTS
47
BB&T Securities
Virginia
$1.32M +$74K +1,301 +6%
AA
48
Ancora Advisors
Ohio
$1.32M -$14.8K -260 -1%
KLI
49
Kelman-Lazarov Inc
Tennessee
$1.25M -$11.4K -200 -0.9%
AWM
50
AllSquare Wealth Management
New York
$1.04M +$63.1K +1,110 +7%
1
2
3 4 5

PKW Hedge Fund Activity: Q4 2017 in Review

144 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2017, worth a combined $457M — up 0.05% from $457M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PKW positions and 5 closed out — a net gain of 21 holders — while 40 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, adding an estimated $861K. The largest seller was Two Sigma Securities, exiting entirely with an estimated $12.3M sold.

  • 144 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $457M of Invesco BuyBack Achievers ETF stock for Q4 2017, up 0.05% quarter-over-quarter.
  • 26 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2017 and 5 closed out, a net change of +21 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2017 was Credit Suisse, an estimated $861K added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2017 was Two Sigma Securities, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2017.