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Invesco BuyBack Achievers ETF

187 hedge funds and large institutions have $350M invested in Invesco BuyBack Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more funds holding

Funds holding: 183187 (+4)

0% more capital invested

Capital invested by funds: $349M → $350M (+$1.29M)

0.36% more ownership

Funds ownership: 35.63%35.99% (+0.36%)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
46
Reduced
66
Closed
14
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Destiny Wealth Partners
Florida
$1.08M -$115K -1,342 -10%
CWM
52
Cornerstone Wealth Management
Missouri
$1M -$4.78K -56 -0.5%
N
53
Natixis
France
$1M -$5.38K -63 -0.6%
TFGT
54
TS Financial Group (TSFG)
Illinois
$998K +$427 +5 +0%
RBFC
55
Roman Butler Fullerton & Co
Missouri
$995K -$18.4K -215 -2%
Creative Planning
56
Creative Planning
Kansas
$902K -$20.1K -236 -2%
ATC
57
Argent Trust Co
Tennessee
$900K
WTC
58
WhitTier Trust Company
Nevada
$859K
TWM
59
Tradition Wealth Management
Minnesota
$842K +$1.54K +18 +0.2%
GCM
60
Gator Capital Management
Florida
$839K +$4.35K +51 +0.5%
TWP
61
Tempus Wealth Planning
California
$821K +$27K +316 +4%
NA
62
NewEdge Advisors
Louisiana
$802K +$1.88K +22 +0.2%
CWM
63
Collaborative Wealth Management
Florida
$761K
IFO
64
Independent Family Office
New York
$753K -$112K -1,317 -14%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$737K +$150K +1,757 +27%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$725K +$14.9K +175 +2%
SM
67
Sensible Money
Arizona
$716K
AWM
68
AllSquare Wealth Management
New York
$716K -$10.2K -120 -1%
ADL
69
Asset Dedication LLC
California
$712K
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$706K -$55K -644 -8%
KAS
71
Kestra Advisory Services
Texas
$690K +$24.2K +284 +4%
FAIM
72
Financial Advocates Investment Management
Washington
$674K
CA
73
Calton & Associates
Florida
$650K -$18.4K -215 -3%
SAM
74
S.A. Mason
Michigan
$638K
NFC
75
Northeast Financial Consultants
Connecticut
$635K

PKW Hedge Fund Activity: Q2 2023 in Review

187 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2023, worth a combined $350M — up 0.37% from $349M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 66 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $3.23M. The largest seller was Wells Fargo, cutting an estimated $6.28M.

  • 187 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $350M of Invesco BuyBack Achievers ETF stock for Q2 2023, up 0.37% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2023 and 14 closed out, a net change of +6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $3.23M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2023 was Wells Fargo, an estimated $6.28M sold.

Based on aggregated 13F filings for Q2 2023.