We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$6.33M +$4.13M +44,895 +177%
AWS
27
Atria Wealth Solutions
New York
$6.2M +$6.35M +68,965 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$5.81M +$1.03M +11,147 +21%
RCA
29
Resonant Capital Advisors
Wisconsin
$5.75M
RJA
30
Raymond James & Associates
Florida
$5.7M -$132K -1,432 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.06M +$572K +6,212 +12%
Mariner
32
Mariner
Kansas
$4.87M -$16.9K -184 -0.3%
CWA
33
Centennial Wealth Advisory
Michigan
$4.81M +$4.92M +53,483 New
CFA
34
Cahill Financial Advisors
Minnesota
$4.65M -$56.2K -611 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.52M +$139K +1,510 +3%
EH
36
Equitable Holdings
New York
$4.26M +$230K +2,502 +6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$3.96M +$3.63M +39,436 +857%
NAM
38
NorthCrest Asset Manangement
Minnesota
$3.83M -$141K -1,535 -3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.45M -$9.94K -108 -0.3%
PCIA
40
Prime Capital Investment Advisors
Kansas
$3.4M -$9.76K -106 -0.3%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$3.36M -$96.6K -1,050 -3%
GIA
42
GHP Investment Advisors
Colorado
$2.64M +$82.4K +895 +3%
PAG
43
Private Advisor Group
New Jersey
$2.51M +$92 +1 +0%
9WM
44
9258 Wealth Management
Ohio
$2.45M
MAM
45
Madison Asset Management
Wisconsin
$2.16M
FHA
46
Flagship Harbor Advisors
Massachusetts
$2.14M -$161K -1,747 -7%
CA
47
Cetera Advisors
Colorado
$1.89M +$1.36M +14,781 +239%
PAS
48
Park Avenue Securities
New York
$1.81M +$1.85M +20,079 New
IA
49
IFP Advisors
Florida
$1.78M +$1.82M +19,744 +32,367%
AF
50
Allworth Financial
California
$1.76M -$14.2K -154 -0.8%

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.