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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

137 hedge funds and large institutions have $188M invested in Invesco BuyBack Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
57
Closed
21
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$223K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$894K
2
AAS
Avantax Advisory Services
Texas
+$868K
3
PWSG
Pacific Wealth Strategies Group
California
+$780K
4
JWCA
J.W. Cole Advisors
Florida
+$566K
5
AP
Advisors Preferred
Maryland
+$269K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.22M
2
CWAG
Compton Wealth Advisory Group
Virginia
-$3.88M
3
UBS Group
UBS Group
Switzerland
-$2.56M
4
Wells Fargo
Wells Fargo
California
-$1.98M
5
Morgan Stanley
Morgan Stanley
New York
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
26
9258 Wealth Management
Ohio
$1.74M -$100K -1,700 -5%
CAG
27
Curtis Advisory Group
California
$1.56M -$120K -1,994 -7%
CFA
28
Carroll Financial Associates
North Carolina
$1.31M -$60.1K -1,000 -4%
Stifel Financial
29
Stifel Financial
Missouri
$1.21M -$15.2K -252 -1%
CS
30
Credit Suisse
Switzerland
$1.19M – – –
SC
31
Scotia Capital
Ontario, Canada
$1.14M +$421 +7 +0%
EH
32
Equitable Holdings
New York
$1.1M -$902K -14,989 -45%
AAS
33
Avantax Advisory Services
Texas
$1.09M +$868K +14,454 +389%
CWAG
34
Compton Wealth Advisory Group
Virginia
$1.09M -$3.88M -64,542 -78%
TWP
35
Tempus Wealth Planning
California
$1.08M -$27.4K -455 -2%
Truist Financial
36
Truist Financial
North Carolina
$1.06M -$67.6K -1,124 -6%
PSF
37
Pacific Sun Financial
California
$990K -$6.02K -100 -0.6%
CAN
38
Cetera Advisor Networks
California
$978K -$42.9K -713 -4%
IA
39
IFG Advisory
Georgia
$972K -$91.3K -1,519 -9%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$917K +$234K +3,887 +34%
SFG
41
StrategIQ Financial Group
Indiana
$885K +$120 +2 +0%
AWM
42
AllSquare Wealth Management
New York
$872K -$14.4K -240 -2%
TRCT
43
Tower Research Capital (TRC)
New York
$865K -$378K -6,279 -30%
RBFC
44
Roman Butler Fullerton & Co
Missouri
$855K -$254K -4,212 -23%
FAIM
45
Financial Advocates Investment Management
Washington
$854K – – –
ATC
46
Argent Trust Co
Tennessee
$829K -$51.5K -856 -6%
CWM
47
Cornerstone Wealth Management
Missouri
$810K -$88.5K -1,470 -10%
Goldman Sachs
48
Goldman Sachs
New York
$795K -$1.61M -26,679 -67%
NFG
49
Nations Financial Group
Iowa
$778K -$9.45K -157 -1%
Invesco
50
Invesco
Georgia
$755K +$9.63K +160 +1%
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