We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

151 hedge funds and large institutions have $450M invested in Invesco BuyBack Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

5% more funds holding

Funds holding: 144151 (+7)

1% more capital invested

Capital invested by funds: $447M → $450M (+$3.72M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.99% less ownership

Funds ownership: 38.78%34.79% (-4%)

26% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 57

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
3.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
21
Increased
42
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
76
Blackhawk Capital Partners
Wisconsin
$596K +$135K +2,266 +30%
SAM
77
SignalPoint Asset Management
Missouri
$593K +$119 +2 +0%
WA
78
WBH Advisory
Maryland
$591K -$58.4K -978 -9%
CA
79
Calton & Associates
Florida
$541K -$27.9K -468 -5%
PVH
80
Psagot Value Holdings
Israel
$534K -$1.28M -21,405 -71%
ASN
81
Advisory Services Network
Georgia
$501K +$18.2K +304 +4%
TRCT
82
Tower Research Capital (TRC)
New York
$474K -$563K -9,423 -55%
BCA
83
Bay Colony Advisors
Massachusetts
$432K +$195K +3,261 +85%
NFC
84
Northeast Financial Consultants
Connecticut
$432K +$424K +7,100 New
LFAS
85
Level Four Advisory Services
Texas
$412K +$1.79K +30 +0.4%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$395K -$137K -2,300 -26%
HighTower Advisors
87
HighTower Advisors
Illinois
$391K +$26.9K +450 +8%
LFR
88
Lehman Financial Resources
Pennsylvania
$387K
GCM
89
Gator Capital Management
Florida
$385K
GWM
90
Geneos Wealth Management
Colorado
$372K -$39.5K -662 -10%
RA
91
RFG Advisory
Alabama
$370K +$362K +6,068 New
MWPCG
92
Measured Wealth Private Client Group
New Hampshire
$349K -$41.2K -690 -11%
M&T Bank
93
M&T Bank
New York
$342K
SWP
94
Stratos Wealth Partners
Ohio
$336K -$2.69K -45 -0.8%
SMFS
95
Squar Milner Financial Services
California
$321K -$29K -486 -8%
SPC
96
Sigma Planning Corp
Michigan
$321K +$26K +435 +9%
AFNAS
97
American Financial Network Advisory Services
California
$318K +$311K +5,203 +40,023%
Stifel Financial
98
Stifel Financial
Missouri
$306K -$3.52K -59 -1%
MA
99
Mutual Advisors
Nebraska
$304K +$26.6K +445 +10%
BHB
100
Bank Hapoalim BM
Israel
$302K

PKW Hedge Fund Activity: Q3 2018 in Review

151 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2018, worth a combined $450M — up 0.83% from $447M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PKW positions and 12 closed out — a net gain of 9 holders — while 42 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.5M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $18.3M sold.

  • 151 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2018, up from 144 in Q2 2018.
  • Funds reported $450M of Invesco BuyBack Achievers ETF stock for Q3 2018, up 0.83% quarter-over-quarter.
  • 21 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2018 and 12 closed out, a net change of +9 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2018 was Goldman Sachs, an estimated $10.5M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2018.