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Invesco BuyBack Achievers ETF

174 hedge funds and large institutions have $417M invested in Invesco BuyBack Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $364M → $417M (+$53.4M)

6% more funds holding

Funds holding: 164174 (+10)

0.7% more ownership

Funds ownership: 34.76%35.46% (+0.7%)

43% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 65

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
29
Increased
37
Reduced
65
Closed
16
Calls
$298K
Puts
Net Calls
+$298K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$577K +$62.3K +1,079 +13%
WTC
77
WhitTier Trust Company
Nevada
$572K -$34.7K -600 -6%
NFC
78
Northeast Financial Consultants
Connecticut
$572K +$555K +9,600 New
PPA
79
Parametric Portfolio Associates
Washington
$569K +$551K +9,539 New
WA
80
WBH Advisory
Maryland
$566K +$58 +1 +0%
CA
81
Calton & Associates
Florida
$563K +$32.9K +570 +6%
AAS
82
Avantax Advisory Services
Texas
$561K -$130K -2,257 -19%
SAM
83
SignalPoint Asset Management
Missouri
$550K +$173 +3 +0%
RCA
84
Rowland Carmichael Advisors
Arizona
$532K
PWMG
85
Prestige Wealth Management Group
New Jersey
$502K
ASN
86
Advisory Services Network
Georgia
$466K +$38K +657 +9%
BCA
87
Bay Colony Advisors
Massachusetts
$432K +$11K +191 +3%
CA
88
Cetera Advisors
Colorado
$431K -$33K -572 -7%
AIP
89
Ahrens Investment Partners
Louisiana
$421K -$840K -14,541 -67%
TC
90
TAP Consulting
Missouri
$416K +$403K +6,979 New
MIC
91
Means Investment Company
Maine
$398K -$26.2K -453 -6%
LFAS
92
Level Four Advisory Services
Texas
$396K -$7.22K -125 -2%
LDFR
93
Lehman & Derafelo Financial Resources
Pennsylvania
$379K
Renaissance Technologies
94
Renaissance Technologies
New York
$364K +$352K +6,100 New
CAN
95
Claraphi Advisory Network
United States
$356K -$22.4K -388 -6%
SL
96
Salomon & Ludwin
Virginia
$351K +$47K +814 +16%
SWP
97
Stratos Wealth Partners
Ohio
$340K +$15.9K +275 +5%
MWPCG
98
Measured Wealth Private Client Group
New Hampshire
$334K
M&T Bank
99
M&T Bank
New York
$334K
SPC
100
Sigma Planning Corp
Michigan
$328K +$12.7K +220 +4%

PKW Hedge Fund Activity: Q1 2019 in Review

174 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2019, worth a combined $417M — up 15% from $364M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PKW positions and 16 closed out — a net gain of 13 holders — while 37 added to existing stakes and 65 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $7.54M. The largest seller was Almanack Investment Partners, cutting an estimated $7.08M.

  • 174 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2019, up from 164 in Q4 2018.
  • Funds reported $417M of Invesco BuyBack Achievers ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2019 and 16 closed out, a net change of +13 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2019 was Merriman Wealth Management, an estimated $7.54M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2019 was Almanack Investment Partners, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2019.