We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

131 hedge funds and large institutions have $464M invested in Invesco BuyBack Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.4% more ownership

Funds ownership: 33.44%34.84% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 132131 (-1)

1% less capital invested

Capital invested by funds: $470M → $464M (-$6.59M)

27% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 52

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
12
Increased
38
Reduced
52
Closed
12
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$1.12M +$314K +5,989 +40%
CWM
52
Cornerstone Wealth Management
Missouri
$998K -$93.2K -1,778 -9%
AIP
53
Ahrens Investment Partners
Louisiana
$991K +$510K +9,725 +111%
Citigroup
54
Citigroup
New York
$954K -$188K -3,583 -17%
IA
55
IFP Advisors
Florida
$918K -$522K -9,961 -37%
US Bancorp
56
US Bancorp
Minnesota
$890K +$126K +2,403 +17%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$885K -$18.4K -350 -2%
MIAN
58
Mariner Independent Advisor Network
Kansas
$884K +$864K +16,474 New
TRCT
59
Tower Research Capital (TRC)
New York
$875K +$429K +8,178 +101%
AWM
60
AllSquare Wealth Management
New York
$869K +$26.6K +508 +3%
EFS
61
Essex Financial Services
Connecticut
$815K -$38.8K -739 -5%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$793K +$690K +13,158 +816%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$786K +$4.51K +86 +0.6%
TH
64
Timber Hill
Connecticut
$724K +$98.2K +1,873 +16%
BIA
65
Biondo Investment Advisors
Pennsylvania
$717K +$44.3K +845 +7%
SFP
66
Shepherd Financial Partners
Massachusetts
$702K -$55K -1,048 -7%
MHS
67
M Holdings Securities
Oregon
$698K +$74.6K +1,422 +12%
WA
68
WBH Advisory
Maryland
$629K -$15.6K -297 -2%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$599K +$52 +1 +0%
SB
70
Suntrust Banks
Georgia
$598K +$47K +897 +9%
WTC
71
WhitTier Trust Company
Nevada
$580K
Creative Planning
72
Creative Planning
Kansas
$463K +$23.6K +451 +6%
BHB
73
Bank Hapoalim BM
Israel
$459K -$34.1K -651 -7%
LFR
74
Lehman Financial Resources
Pennsylvania
$412K
ASN
75
Advisory Services Network
Georgia
$389K +$28.3K +540 +8%

PKW Hedge Fund Activity: Q2 2017 in Review

131 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2017, worth a combined $464M — down 1.4% from $470M a quarter earlier.

Fund positioning in PKW was balanced in Q2 2017: 12 funds opened new positions, 12 closed out, 38 added to existing stakes and 52 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $9.32M. The largest seller was Madison Investment Holdings, cutting an estimated $8.01M.

  • 131 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $464M of Invesco BuyBack Achievers ETF stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 12 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2017 and 12 closed out, a net change of 0 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2017 was Fusion Family Wealth, an estimated $9.32M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2017 was Madison Investment Holdings, an estimated $8.01M sold.

Based on aggregated 13F filings for Q2 2017.