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Invesco BuyBack Achievers ETF
PKW

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

3.01% more ownership

Funds ownership: 38.03% → 41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.4M
2
ECA
Elevation Capital Advisory
Oregon
+$8.72M
3
GM
GeoWealth Management
Illinois
+$8.72M
4
OCM
One Capital Management
California
+$3.39M
5
WA
Waverly Advisors
Alabama
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
3
Morgan Stanley
Morgan Stanley
New York
-$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.03M
5
EWA
EP Wealth Advisors
California
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$4.63M -$11.8K -100 -0.2%
PCIA
27
Prime Capital Investment Advisors
Kansas
$4.52M +$244K +2,059 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.67M +$10.3K +87 +0.3%
OCM
29
One Capital Management
California
$3.3M +$3.39M +28,623 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.22M +$44.3K +374 +1%
PAG
31
Private Advisor Group
New Jersey
$3.21M -$121K -1,020 -4%
GIA
32
GHP Investment Advisors
Colorado
$3.18M -$28.7K -242 -0.9%
KAS
33
Kestra Advisory Services
Texas
$2.88M +$1.73M +14,594 +140%
PEA
34
Park Edge Advisors
Ohio
$2.86M -$186K -1,575 -6%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.79M -$1.03M -8,667 -26%
SA
36
Sovran Advisors
California
$2.75M +$2.8M +23,654 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.71M -$558K -4,710 -17%
FHA
38
Flagship Harbor Advisors
Massachusetts
$2.34M -$19.2K -162 -0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.32M -$25.5K -215 -1%
TFS
40
Thoroughbred Financial Services
Tennessee
$2.3M +$1.3K +11 +0.1%
SPL
41
Smart Portfolios LLC
Washington
$2.23M -$6.28K -53 -0.3%
Stifel Financial
42
Stifel Financial
Missouri
$2.14M +$6.63K +56 +0.3%
SPIA
43
Steward Partners Investment Advisory
New York
$2.1M -$87K -735 -4%
MAM
44
Madison Asset Management
Wisconsin
$2.02M -$651K -5,500 -24%
MIA
45
Madison Investment Advisors
Wisconsin
$2.02M +$2.08M +17,558 New
BCG
46
Breakwater Capital Group
New Jersey
$1.95M +$92.7K +783 +5%
EFS
47
Essex Financial Services
Connecticut
$1.91M +$355 +3 +0%
CIC
48
Carnegie Investment Counsel
Ohio
$1.78M +$97.4K +823 +6%
SC
49
Scotia Capital
Ontario, Canada
$1.75M -$72.9K -616 -4%
PSF
50
Pacific Sun Financial
California
$1.72M – – –
1
2
3 4 5

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.