PKW icon

Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

143 hedge funds and large institutions have $207M invested in Invesco BuyBack Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-15
Holders Change %
-9.49%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
20
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$1.35M
2
PWSG
Pacific Wealth Strategies Group
California
+$734K
3
ASN
Advisory Services Network
Georgia
+$511K
4
AAS
Avantax Advisory Services
Texas
+$212K
5
TWM
Triton Wealth Management
Arizona
+$209K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$14.7M
2
Morgan Stanley
Morgan Stanley
New York
-$13.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$11.2M
4
CAG
Curtis Advisory Group
California
-$8.57M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
76
Lehman & Derafelo Financial Resources
Pennsylvania
$344K – – –
LFAS
77
Level Four Advisory Services
Texas
$324K -$14.6K -250 -4%
AIFAIM
78
American Institute for Advanced Investment Management
Arizona
$319K -$81.8K -1,425 -20%
PVH
79
Psagot Value Holdings
Israel
$312K -$639K -11,117 -67%
M&T Bank
80
M&T Bank
New York
$284K -$37.2K -649 -12%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$271K -$6.48K -113 -2%
FNBT
82
FineMark National Bank & Trust
Florida
$261K – – –
SL
83
Salomon & Ludwin
Virginia
$259K -$87.5K -1,523 -25%
MFG
84
Merit Financial Group
Georgia
$258K – – –
ADL
85
Asset Dedication LLC
California
$243K -$5.22K -91 -2%
KLI
86
Kelman-Lazarov Inc
Tennessee
$232K -$67.2K -1,170 -22%
CA
87
Cetera Advisors
Colorado
$229K -$27.5K -479 -11%
SMFS
88
Squar Milner Financial Services
California
$229K -$23.1K -402 -9%
TC
89
TAP Consulting
Missouri
$215K -$478K -8,308 -69%
AAS
90
Avantax Advisory Services
Texas
$212K +$212K +3,717 New
BRWA
91
B. Riley Wealth Advisors
Florida
$209K -$43K -747 -17%
TWM
92
Triton Wealth Management
Arizona
$209K +$209K +3,524 New
PTC
93
Private Trust Company
Ohio
$208K +$208K +3,625 New
AWA
94
Arkadios Wealth Advisors
Georgia
$186K -$99.1K -1,696 -35%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$175K – – –
First Manhattan
96
First Manhattan
New York
$166K – – –
US Bancorp
97
US Bancorp
Minnesota
$165K +$401 +7 +0.2%
CFGS
98
Concourse Financial Group Securities
Alabama
$157K – – –
PWMG
99
Prestige Wealth Management Group
New Jersey
$157K – – –
BAM
100
Belpointe Asset Management
Nevada
$146K – – –
2 3
4
5 6