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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

201 hedge funds and large institutions have $930M invested in Invesco BuyBack Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
64
Reduced
41
Closed
17
Calls
$299K
Puts
$43K
Net Calls
+$256K
Net Calls Change
-$427K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M
2
Osaic Holdings
Osaic Holdings
Arizona
$138M
3
CCMG
Clark Capital Management Group
Pennsylvania
$98.5M
4
OPS
Orion Portfolio Solutions
Nebraska
$36.7M
5
LPL Financial
LPL Financial
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$43.4M
2
FA
Fermata Advisors
California
$4.4M
3
UBS Group
UBS Group
Switzerland
$10.6M
4
Morgan Stanley
Morgan Stanley
New York
$28.2M
5
Citadel Advisors
Citadel Advisors
Florida
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Avestar Capital
New York
$718K – – –
ADL
77
Asset Dedication LLC
California
$688K – – –
SM
78
Sensible Money
Arizona
$685K +$685K +8,003 New
FAIM
79
Financial Advocates Investment Management
Washington
$670K +$24.8K +290 +4%
BCM
80
Barometer Capital Management
Ontario, Canada
$667K +$667K +7,800 New
IWN
81
Independent Wealth Network
Iowa
$649K +$33.6K +393 +5%
BFS
82
Bickling Financial Services
Massachusetts
$648K -$48.8K -570 -7%
SAM
83
S.A. Mason
Michigan
$647K +$6.59K +77 +1%
CA
84
Calton & Associates
Florida
$639K +$23K +269 +4%
PAS
85
Park Avenue Securities
New York
$616K +$616K +7,202 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$609K +$56.5K +660 +10%
NFC
87
Northeast Financial Consultants
Connecticut
$607K – – –
CCWM
88
Cassaday & Co Wealth Management
Virginia
$599K +$599K +7,000 New
JWCA
89
J.W. Cole Advisors
Florida
$585K – – –
AA
90
Ancora Advisors
Ohio
$576K – – –
SWP
91
Stratos Wealth Partners
Ohio
$567K +$137K +1,599 +32%
MIC
92
Means Investment Company
Maine
$563K +$684 +8 +0.1%
SAM
93
SignalPoint Asset Management
Missouri
$552K -$5.99K -70 -1%
M&T Bank
94
M&T Bank
New York
$552K – – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
$549K +$31.3K +365 +6%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$543K +$18K +210 +3%
MFG
97
Merit Financial Group
Georgia
$526K -$22.6K -264 -4%
SWM
98
Spire Wealth Management
Virginia
$523K +$502K +5,866 +2,404%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$521K -$12K -140 -2%
CIAS
100
Capital Investment Advisory Services
North Carolina
$518K +$512K +5,983 +8,427%
2 3
4
5 6