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Invesco BuyBack Achievers ETF

179 hedge funds and large institutions have $315M invested in Invesco BuyBack Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% more ownership

Funds ownership: 30.8%31.26% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 183179 (-4)

13% less capital invested

Capital invested by funds: $360M → $315M (-$45M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

41% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 68

Holders
179
Holders Change
-4
Holders Change %
-2.19%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
40
Reduced
68
Closed
17
Calls
$683K
Puts
Net Calls
+$683K
Net Calls Change
+$504K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$499K
MIC
77
Means Investment Company
Maine
$488K +$570 +7 +0.1%
SAM
78
SignalPoint Asset Management
Missouri
$483K
M&T Bank
79
M&T Bank
New York
$479K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$479K +$1.06K +13 +0.2%
MFG
81
Merit Financial Group
Georgia
$476K +$125K +1,540 +32%
PVH
82
Psagot Value Holdings
Israel
$462K -$119K -1,461 -19%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$462K -$104K -1,276 -17%
BRWA
84
B. Riley Wealth Advisors
Florida
$462K -$2.44K -30 -0.5%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$455K -$7.17K -88 -1%
PFS
86
Prospera Financial Services
Texas
$450K +$54.1K +664 +12%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$449K -$780K -9,578 -61%
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$445K
NFG
89
Nations Financial Group
Iowa
$432K
BS
90
Banco Santander
Spain
$380K
SWP
91
Stratos Wealth Partners
Ohio
$373K +$16.4K +201 +4%
VWA
92
V Wealth Advisors
Kansas
$348K -$770K -9,457 -67%
WA
93
WBH Advisory
Maryland
$344K -$48.8K -599 -11%
WI
94
Wintrust Investments
Illinois
$344K -$4.72K -58 -1%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$321K +$163 +2 +0%
AAS
96
Avantax Advisory Services
Texas
$312K -$80.3K -986 -19%
WMS
97
Wealth Management Solutions
Pennsylvania
$312K -$3.66K -45 -1%
Goldman Sachs
98
Goldman Sachs
New York
$306K -$182K -2,236 -35%
AIFAIM
99
American Institute for Advanced Investment Management
Arizona
$300K
IA
100
IFP Advisors
Florida
$300K

PKW Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2022, worth a combined $315M — down 13% from $360M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PKW and 13 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 40 added.

The largest buyer was Fermata Advisors, adding an estimated $2.03M. The largest seller was Royal Bank of Canada, cutting an estimated $6.19M.

  • 179 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $315M of Invesco BuyBack Achievers ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2022 and 17 closed out, a net change of -4 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2022 was Fermata Advisors, an estimated $2.03M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2022.