PKW icon

Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

204 hedge funds and large institutions have $439M invested in Invesco BuyBack Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
47
Reduced
77
Closed
27
Calls
$79K
Puts
–
Net Calls
+$79K
Net Calls Change
-$569K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.65M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.95M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$478M
2
Osaic Holdings
Osaic Holdings
Arizona
-$299M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BCI
Brinker Capital Investments
Pennsylvania
-$66.8M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
StrategIQ Financial Group
Indiana
$1.32M -$6.54K -66 -0.5%
HHRDM
52
H&H Retirement Design & Management
Nevada
$1.26M -$32K -319 -2%
TRCT
53
Tower Research Capital (TRC)
New York
$1.26M +$358K +3,615 +40%
KAS
54
Kestra Advisory Services
Texas
$1.26M -$83.2K -840 -6%
CAN
55
Cetera Advisor Networks
California
$1.2M -$7.61M -76,862 -86%
DWP
56
Destiny Wealth Partners
Florida
$1.1M -$6.46K -66 -0.6%
RBFC
57
Roman Butler Fullerton & Co
Missouri
$1.07M +$1.3K +13 +0.1%
TFGT
58
TS Financial Group (TSFG)
Illinois
$1.06M -$41.5K -419 -4%
N
59
Natixis
France
$1.03M -$16.9K -170 -2%
ATC
60
Argent Trust Co
Tennessee
$976K – – –
LA
61
Lane & Associates
New Jersey
$975K -$97.2K -982 -9%
Creative Planning
62
Creative Planning
Kansas
$967K +$297 +3 +0%
WTC
63
WhitTier Trust Company
Nevada
$951K – – –
CIC
64
Carnegie Investment Counsel
Ohio
$947K +$342K +3,450 +56%
GCM
65
Gator Capital Management
Florida
$928K – – –
CWM
66
Cornerstone Wealth Management
Missouri
$926K -$139K -1,399 -13%
TWM
67
Tradition Wealth Management
Minnesota
$920K +$2.38K +24 +0.3%
NA
68
NewEdge Advisors
Louisiana
$892K +$2.87K +29 +0.3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$878K -$11.9M -120,247 -93%
TWP
70
Tempus Wealth Planning
California
$840K -$59K -596 -7%
IFO
71
Independent Family Office
New York
$833K – – –
AWM
72
AllSquare Wealth Management
New York
$822K – – –
CIBC World Market
73
CIBC World Market
Ontario, Canada
$785K -$17.8K -180 -2%
CWM
74
Collaborative Wealth Management
Florida
$764K – – –
CA
75
Calton & Associates
Florida
$762K +$762K +7,697 New
1 2
3
4 5