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Invesco BuyBack Achievers ETF
PKW

202 hedge funds and large institutions have $930M invested in Invesco BuyBack Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $299K | Put options by funds: $43K

195% more capital invested

Capital invested by funds: $315M → $930M (+$615M)

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

30.18% more ownership

Funds ownership: 31.26% → 61.44% (+30%)

13% more funds holding

Funds holding: 179 → 202 (+23)

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
64
Reduced
41
Closed
17
Calls
$299K
Puts
$43K
Net Calls
+$256K
Net Calls Change
-$427K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$255M
2
Osaic Holdings
Osaic Holdings
Arizona
+$133M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$97.1M
4
OPS
Orion Portfolio Solutions
Nebraska
+$36.2M
5
LPL Financial
LPL Financial
California
+$11M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.87M
2
FA
Fermata Advisors
California
-$4.15M
3
UBS Group
UBS Group
Switzerland
-$3.66M
4
Morgan Stanley
Morgan Stanley
New York
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
Fermata Advisors
California
$4.4M -$4.15M -49,279 -49%
CFA
27
Cahill Financial Advisors
Minnesota
$4.38M +$7.76K +92 +0.2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.33M -$247K -2,928 -5%
Ameriprise
29
Ameriprise
Minnesota
$4.26M -$124K -1,476 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.89M +$2.28M +26,993 +146%
CRI
31
Colonial River Investments
Virginia
$3.84M +$3.79M +44,938 New
BRWA
32
B. Riley Wealth Advisors
Florida
$3.44M +$2.87M +34,018 +547%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$3.27M -$38.6K -458 -1%
CWA
34
Centennial Wealth Advisory
Michigan
$3M +$2.96M +35,106 New
KAS
35
Kestra Advisory Services
Texas
$2.85M +$2.53M +29,959 +908%
GIA
36
GHP Investment Advisors
Colorado
$2.84M -$273K -3,242 -9%
Stifel Financial
37
Stifel Financial
Missouri
$2.73M -$88.4K -1,048 -3%
AWS
38
Atria Wealth Solutions
New York
$2.65M +$968K +11,478 +59%
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.49M +$2.95K +35 +0.1%
9WM
40
9258 Wealth Management
Ohio
$2.33M – – –
MAM
41
Madison Asset Management
Wisconsin
$2.11M – – –
CA
42
Cetera Advisors
Colorado
$1.88M +$132K +1,567 +8%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.84M +$888K +10,534 +96%
SC
44
Scotia Capital
Ontario, Canada
$1.63M -$95.9K -1,137 -6%
LA
45
Lane & Associates
New Jersey
$1.59M +$1.56M +18,551 New
SPIA
46
Steward Partners Investment Advisory
New York
$1.57M -$155K -1,836 -9%
EH
47
Equitable Holdings
New York
$1.54M +$55K +652 +4%
SWM
48
SigFig Wealth Management
California
$1.42M +$3.7M +43,916 New
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$1.4M +$11.8K +140 +0.9%
EFS
50
Essex Financial Services
Connecticut
$1.35M -$314K -3,728 -19%
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PKW Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2022, worth a combined $930M — up 195% from $315M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PKW positions and 17 closed out — a net gain of 28 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $255M. The largest seller was Bank of America, cutting an estimated $4.87M.

  • 202 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $930M of Invesco BuyBack Achievers ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 45 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $255M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2022 was Bank of America, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2022.