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Invesco BuyBack Achievers ETF
PKW

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

3.01% more ownership

Funds ownership: 38.03% → 41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.4M
2
ECA
Elevation Capital Advisory
Oregon
+$8.72M
3
GM
GeoWealth Management
Illinois
+$8.72M
4
OCM
One Capital Management
California
+$3.39M
5
WA
Waverly Advisors
Alabama
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
3
Morgan Stanley
Morgan Stanley
New York
-$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.03M
5
EWA
EP Wealth Advisors
California
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$1.63M -$1.42K -12 -0.1%
HFA
52
Hershey Financial Advisers
Pennsylvania
$1.6M +$1.64M +13,879 New
BDL
53
Banque de Luxembourg
Luxembourg
$1.48M +$1.51M +12,793 New
IA
54
IFG Advisory
Georgia
$1.46M -$156K -1,319 -9%
BTD
55
BankPlus Trust Department
Mississippi
$1.4M +$1.44M +12,183 New
HHRDM
56
H&H Retirement Design & Management
Nevada
$1.34M -$44.9K -379 -3%
CWM
57
Cornerstone Wealth Management
Missouri
$1.33M +$125K +1,053 +10%
Creative Planning
58
Creative Planning
Kansas
$1.26M +$6.39K +54 +0.5%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.23M +$58.7K +496 +5%
TWP
60
Tempus Wealth Planning
California
$1.18M -$9.83K -83 -0.8%
WCM
61
WealthBridge Capital Management
Ohio
$1.13M +$296K +2,503 +34%
RBFC
62
Roman Butler Fullerton & Co
Missouri
$1.11M +$1.09M +9,183 New
WTC
63
WhitTier Trust Company
Nevada
$1.11M – – –
DWP
64
Destiny Wealth Partners
Florida
$1.1M -$36.6K -309 -3%
Citigroup
65
Citigroup
New York
$1.09M +$621K +5,245 +124%
ATC
66
Argent Trust Co
Tennessee
$1.08M -$35.3K -298 -3%
Citadel Advisors
67
Citadel Advisors
Florida
$1.08M +$223K +1,885 +25%
GCM
68
Gator Capital Management
Florida
$1.08M – – –
TWM
69
Tradition Wealth Management
Minnesota
$1.06M +$1.42K +12 +0.1%
NA
70
NewEdge Advisors
Louisiana
$1.02M +$1.66K +14 +0.2%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$999K +$444K +3,754 +76%
IFO
72
Independent Family Office
New York
$969K – – –
AWM
73
AllSquare Wealth Management
New York
$930K -$592 -5 -0.1%
CWM
74
Collaborative Wealth Management
Florida
$861K -$28.1K -237 -3%
SAM
75
S.A. Mason
Michigan
$846K -$23.7K -200 -3%
1 2
3
4 5

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.