We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF
PKW

144 hedge funds and large institutions have $457M invested in Invesco BuyBack Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

15% more funds holding

Funds holding: 125 → 144 (+19)

0% more capital invested

Capital invested by funds: $457M → $457M (+$227K)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.58% less ownership

Funds ownership: 34.29% → 32.71% (-1.6%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
40
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$861K
2
SCM
Silver Capital Management
New York
+$811K
3
AW
ACG Wealth
Georgia
+$737K
4
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
+$726K
5
TA
Tiedemann Advisors
New York
+$607K

Top Sellers

Rank Fund Capital Flow
1
TSS
Two Sigma Securities
New York
-$12.3M
2
PAG
Private Advisor Group
New Jersey
-$5.29M
3
Bank of America
Bank of America
North Carolina
-$3.08M
4
AAMU
Amundi Asset Management US
Massachusetts
-$3.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$558K +$34.2K +601 +7%
Jane Street
77
Jane Street
New York
$552K -$1.07M -18,755 -67%
SAM
78
SignalPoint Asset Management
Missouri
$513K +$3.07K +54 +0.6%
CAL
79
Capital Advisors Ltd
Ohio
$464K +$153K +2,696 +52%
CF
80
Centaurus Financial
California
$462K +$446K +7,835 New
LFR
81
Lehman Financial Resources
Pennsylvania
$454K – – –
SMFS
82
Squar Milner Financial Services
California
$401K +$362K +6,358 New
SWP
83
Stratos Wealth Partners
Ohio
$393K +$33.8K +594 +10%
HighTower Advisors
84
HighTower Advisors
Illinois
$378K +$5.8K +102 +2%
GCM
85
Gator Capital Management
Florida
$375K +$362K +6,361 New
EAM
86
Evanson Asset Management
California
$355K – – –
SPC
87
Sigma Planning Corp
Michigan
$344K +$15.4K +271 +5%
FAAS
88
First Allied Advisory Services
California
$339K – – –
AFNAS
89
American Financial Network Advisory Services
California
$336K -$67.1K -1,180 -17%
Stifel Financial
90
Stifel Financial
Missouri
$330K -$3.02K -53 -0.9%
M&T Bank
91
M&T Bank
New York
$330K +$36.9K +649 +13%
CL
92
CPWM LLC
Washington
$325K – – –
LFAS
93
Level Four Advisory Services
Texas
$322K – – –
CW
94
Cobiz Wealth
Colorado
$310K -$4.55K -80 -1%
TRCT
95
Tower Research Capital (TRC)
New York
$302K -$197K -3,456 -40%
BRC
96
Bell Rock Capital
Delaware
$300K -$1.48K -26 -0.5%
KIA
97
KCM Investment Advisors
California
$297K – – –
MA
98
Mutual Advisors
Nebraska
$280K +$270K +4,744 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$254K – – –
NFG
100
Next Financial Group
Texas
$231K +$3.41K +60 +2%
2 3
4
5 6

PKW Hedge Fund Activity: Q4 2017 in Review

144 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2017, worth a combined $457M — up 0.05% from $457M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PKW positions and 5 closed out — a net gain of 21 holders — while 40 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, adding an estimated $861K. The largest seller was Two Sigma Securities, exiting entirely with an estimated $12.3M sold.

  • 144 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $457M of Invesco BuyBack Achievers ETF stock for Q4 2017, up 0.05% quarter-over-quarter.
  • 26 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2017 and 5 closed out, a net change of +21 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2017 was Credit Suisse, an estimated $861K added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2017 was Two Sigma Securities, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2017.