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Invesco BuyBack Achievers ETF

194 hedge funds and large institutions have $483M invested in Invesco BuyBack Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.97% more ownership

Funds ownership: 31.67%33.64% (+2%)

0% more capital invested

Capital invested by funds: $481M → $483M (+$1.72M)

8% less funds holding

Funds holding: 210194 (-16)

12% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.33M

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
194
Holders Change
-16
Holders Change %
-7.62%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
69
Reduced
49
Closed
23
Calls
$1.16M
Puts
$1.33M
Net Calls
-$165K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$1.48M +$28.2K +307 +2%
PSF
52
Pacific Sun Financial
California
$1.42M -$14.9K -162 -1%
DWP
53
Destiny Wealth Partners
Florida
$1.4M
IA
54
IFG Advisory
Georgia
$1.35M +$3.12K +34 +0.2%
ZIMP
55
Zimmermann Investment Management & Planning
Pennsylvania
$1.35M -$1.91M -20,782 -58%
JIR
56
James Investment Research
Ohio
$1.27M -$115K -1,249 -8%
CWM
57
Cornerstone Wealth Management
Missouri
$1.22M -$14.3K -156 -1%
SFG
58
StrategIQ Financial Group
Indiana
$1.22M -$4.41K -48 -0.4%
TWP
59
Tempus Wealth Planning
California
$1.16M +$20.3K +221 +2%
IFO
60
Independent Family Office
New York
$1.1M
KA
61
Kovack Advisors
Florida
$1.07M -$192K -2,091 -15%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.05M +$1.07M +11,657 New
RBFC
63
Roman Butler Fullerton & Co
Missouri
$1.05M -$144K -1,571 -12%
TFGT
64
TS Financial Group (TSFG)
Illinois
$1.01M +$367 +4 +0%
Creative Planning
65
Creative Planning
Kansas
$1M +$611K +6,655 +150%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$988K -$427K -4,649 -30%
NA
67
NewEdge Advisors
Louisiana
$915K +$1.93K +21 +0.2%
ATC
68
Argent Trust Co
Tennessee
$910K -$29.9K -326 -3%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$887K -$25.9K -282 -3%
Invesco
70
Invesco
Georgia
$872K +$166K +1,809 +23%
WTC
71
WhitTier Trust Company
Nevada
$869K
N
72
Natixis
France
$860K +$466K +5,082 +115%
OMC
73
Old Mission Capital
Illinois
$826K +$838K +9,131 New
TFS
74
Thoroughbred Financial Services
Tennessee
$821K +$251K +2,737 +43%
AWM
75
AllSquare Wealth Management
New York
$814K -$68.5K -746 -8%

PKW Hedge Fund Activity: Q1 2022 in Review

194 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2022, worth a combined $483M — up 0.36% from $481M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PKW and 12 opened new positions — a net loss of 11 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was Wells Fargo, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $8.9M.

  • 194 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2022, down from 210 in Q4 2021.
  • Funds reported $483M of Invesco BuyBack Achievers ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 12 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2022 was Osaic Holdings, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2022.