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Invesco BuyBack Achievers ETF

144 hedge funds and large institutions have $457M invested in Invesco BuyBack Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

15% more funds holding

Funds holding: 125144 (+19)

0% more capital invested

Capital invested by funds: $457M → $457M (+$227K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.58% less ownership

Funds ownership: 34.29%32.71% (-1.6%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
40
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$1.04M +$17.1K +300 +2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.03M -$62.7K -1,102 -6%
AIP
53
Ahrens Investment Partners
Louisiana
$1.03M +$31.3K +550 +3%
Citigroup
54
Citigroup
New York
$1.02M +$20.6K +362 +2%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$966K -$8.53K -150 -0.9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$950K +$34K +597 +4%
MIAN
57
Mariner Independent Advisor Network
Kansas
$945K -$26.3K -462 -3%
JP Morgan Chase
58
JP Morgan Chase
New York
$936K +$364K +6,403 +68%
FAIM
59
Financial Advocates Investment Management
Washington
$926K +$893K +15,697 New
Invesco
60
Invesco
Georgia
$909K -$1.29M -22,633 -59%
TH
61
Timber Hill
Connecticut
$891K +$66.2K +1,163 +8%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$865K
SB
63
Suntrust Banks
Georgia
$853K +$49.1K +863 +6%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$842K +$65K +1,142 +9%
AW
65
ACG Wealth
Georgia
$764K +$737K +12,954 New
BIA
66
Biondo Investment Advisors
Pennsylvania
$757K -$30.2K -530 -4%
Creative Planning
67
Creative Planning
Kansas
$747K +$17.6K +309 +3%
MHS
68
M Holdings Securities
Oregon
$744K -$22.6K -397 -3%
SFP
69
Shepherd Financial Partners
Massachusetts
$739K -$29K -510 -4%
IA
70
IFP Advisors
Florida
$732K -$185K -3,253 -21%
WA
71
WBH Advisory
Maryland
$659K -$32.5K -572 -5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$647K -$11.6K -204 -2%
WTC
73
WhitTier Trust Company
Nevada
$637K
SG Americas Securities
74
SG Americas Securities
New York
$616K +$308K +5,406 +107%
CA
75
Calton & Associates
Florida
$606K +$549K +9,653 New

PKW Hedge Fund Activity: Q4 2017 in Review

144 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2017, worth a combined $457M — up 0.05% from $457M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PKW positions and 5 closed out — a net gain of 21 holders — while 40 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, adding an estimated $861K. The largest seller was Two Sigma Securities, exiting entirely with an estimated $12.3M sold.

  • 144 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $457M of Invesco BuyBack Achievers ETF stock for Q4 2017, up 0.05% quarter-over-quarter.
  • 26 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2017 and 5 closed out, a net change of +21 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2017 was Credit Suisse, an estimated $861K added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2017 was Two Sigma Securities, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2017.