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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

134 hedge funds and large institutions have $465M invested in Invesco BuyBack Achievers ETF in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
22
Increased
33
Reduced
59
Closed
10
Calls
$812K
Puts
$422K
Net Calls
+$390K
Net Calls Change
+$91K

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$2.33M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.97M
3
SG Americas Securities
SG Americas Securities
New York
+$1.65M
4
PAG
Private Advisor Group
New Jersey
+$1.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.35M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18M
2
Jane Street
Jane Street
New York
-$8.54M
3
RWM
Rezny Wealth Management
Florida
-$7.96M
4
LPL Financial
LPL Financial
California
-$5.38M
5
Wells Fargo
Wells Fargo
California
-$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSWA
76
Vontobel Swiss Wealth Advisors
Switzerland
$461K -$693K -14,600 -60%
SAM
77
SignalPoint Asset Management
Missouri
$461K +$95 +2 +0%
BHB
78
Bank Hapoalim BM
Israel
$457K +$18.5K +389 +4%
SWM
79
Stockman Wealth Management
Montana
$442K +$442K +9,311 New
LFR
80
Lehman Financial Resources
Pennsylvania
$365K – – –
Creative Planning
81
Creative Planning
Kansas
$364K +$61.6K +1,300 +20%
ASN
82
Advisory Services Network
Georgia
$340K -$427 -9 -0.1%
GS
83
Girard Securities
California
$333K -$30.7K -646 -8%
DADC
84
D.A. Davidson & Co
Montana
$329K +$145K +3,070 +79%
SWP
85
Stratos Wealth Partners
Ohio
$305K -$23.9K -504 -7%
SPC
86
Sigma Planning Corp
Michigan
$276K -$67.9K -1,429 -20%
KIA
87
KCM Investment Advisors
California
$257K +$427 +9 +0.2%
SB
88
Suntrust Banks
Georgia
$254K +$254K +5,368 New
ICOA
89
Investment Centers of America
North Dakota
$247K -$19.9K -420 -7%
IWA
90
Intercontinental Wealth Advisors
Texas
$240K -$21.4K -450 -8%
M&T Bank
91
M&T Bank
New York
$235K – – –
NFC
92
Northeast Financial Consultants
Connecticut
$232K -$554K -11,700 -70%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$229K -$54.3K -1,145 -19%
CA
94
Cetera Advisors
Colorado
$218K -$130K -2,760 -37%
SPL
95
Smart Portfolios LLC
Washington
$208K +$208K +4,388 New
PTC
96
Private Trust Company
Ohio
$205K +$205K +4,328 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$164K – – –
JCM
98
Jacobi Capital Management
Pennsylvania
$162K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$152K -$14K -295 -8%
WA
100
WFG Advisors
Texas
$146K +$331 +7 +0.2%
2 3
4
5 6