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Invesco BuyBack Achievers ETF
PKW

204 hedge funds and large institutions have $428M invested in Invesco BuyBack Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,768% more call options, than puts

Call options by funds: $411K | Put options by funds: $22K

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding

Funds holding: 204 → 204 (0)

3% less capital invested

Capital invested by funds: $439M → $428M (-$11.2M)

3.37% less ownership

Funds ownership: 40.88% → 37.51% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
204
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
54
Reduced
61
Closed
18
Calls
$411K
Puts
$22K
Net Calls
+$389K
Net Calls Change
+$310K

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$7.31M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$3.84M
3
Mariner
Mariner
Kansas
+$3.22M
4
PEA
Park Edge Advisors
Ohio
+$2.07M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$37.4M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$9.29M
3
NAM
NorthCrest Asset Manangement
Minnesota
-$3.92M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$3.31M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$4.09M +$3.84M +37,776 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.8M -$2.23M -21,921 -38%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.57M -$272K -2,677 -8%
Goldman Sachs
29
Goldman Sachs
New York
$3.49M +$310K +3,048 +10%
GIA
30
GHP Investment Advisors
Colorado
$3.16M -$53.3K -525 -2%
9WM
31
9258 Wealth Management
Ohio
$2.95M – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.93M +$1.85M +18,240 +206%
PAG
33
Private Advisor Group
New Jersey
$2.9M -$75.4K -742 -3%
MAM
34
Madison Asset Management
Wisconsin
$2.55M – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$2.36M -$197K -1,938 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.22M -$394K -3,879 -16%
PEA
37
Park Edge Advisors
Ohio
$2.2M +$2.07M +20,362 New
Stifel Financial
38
Stifel Financial
Missouri
$2.03M +$157K +1,543 +9%
SPIA
39
Steward Partners Investment Advisory
New York
$1.81M +$139K +1,371 +9%
SC
40
Scotia Capital
Ontario, Canada
$1.76M -$24.1K -237 -1%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.76M -$1.68M -16,569 -51%
PSF
42
Pacific Sun Financial
California
$1.67M – – –
EFS
43
Essex Financial Services
Connecticut
$1.65M +$29K +285 +2%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$1.59M -$96.8K -953 -6%
CA
45
Cetera Advisors
Colorado
$1.57M +$849K +8,357 +137%
WA
46
Waverly Advisors
Alabama
$1.53M +$1.44M +14,182 New
BCG
47
Breakwater Capital Group
New Jersey
$1.52M +$73.3K +721 +5%
IA
48
IFG Advisory
Georgia
$1.43M -$19.9K -196 -1%
TFS
49
Thoroughbred Financial Services
Tennessee
$1.41M -$233K -2,296 -15%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.38M -$80.7K -794 -6%
1
2
3 4 5

PKW Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2024, worth a combined $428M — down 2.6% from $439M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PKW positions and 18 closed out — a net gain of 3 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $7.31M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 204 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $428M of Invesco BuyBack Achievers ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 21 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2024 and 18 closed out, a net change of +3 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $7.31M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.