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Invesco BuyBack Achievers ETF

202 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

595% more call options, than puts

Call options by funds: $299K | Put options by funds: $43K

195% more capital invested

Capital invested by funds: $315M → $930M (+$615M)

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30.18% more ownership

Funds ownership: 31.26%61.44% (+30%)

13% more funds holding

Funds holding: 179202 (+23)

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
3.25%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Avestar Capital
New York
$718K
ADL
77
Asset Dedication LLC
California
$688K
SM
78
Sensible Money
Arizona
$685K +$675K +8,003 New
FAIM
79
Financial Advocates Investment Management
Washington
$670K +$24.5K +290 +4%
BCM
80
Barometer Capital Management
Ontario, Canada
$667K +$658K +7,800 New
IWN
81
Independent Wealth Network
Iowa
$649K +$33.1K +393 +5%
BFS
82
Bickling Financial Services
Massachusetts
$648K -$48.1K -570 -7%
SAM
83
S.A. Mason
Michigan
$647K +$6.49K +77 +1%
CA
84
Calton & Associates
Florida
$639K +$22.7K +269 +4%
PAS
85
Park Avenue Securities
New York
$616K +$607K +7,202 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$609K +$55.6K +660 +10%
NFC
87
Northeast Financial Consultants
Connecticut
$607K
CCWM
88
Cassaday & Co Wealth Management
Virginia
$599K +$590K +7,000 New
JWCA
89
J.W. Cole Advisors
Florida
$585K
AA
90
Ancora Advisors
Ohio
$576K
SWP
91
Stratos Wealth Partners
Ohio
$567K +$135K +1,599 +32%
MIC
92
Means Investment Company
Maine
$563K +$675 +8 +0.1%
SAM
93
SignalPoint Asset Management
Missouri
$552K -$5.9K -70 -1%
M&T Bank
94
M&T Bank
New York
$552K
Baird Financial Group
95
Baird Financial Group
Wisconsin
$549K +$30.8K +365 +6%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$543K +$17.7K +210 +3%
MFG
97
Merit Financial Group
Georgia
$526K -$22.3K -264 -4%
SWM
98
Spire Wealth Management
Virginia
$523K +$495K +5,866 +2,404%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$521K -$11.8K -140 -2%
CIAS
100
Capital Investment Advisory Services
North Carolina
$518K +$504K +5,983 +8,427%

PKW Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2022, worth a combined $930M — up 195% from $315M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PKW positions and 17 closed out — a net gain of 28 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $255M. The largest seller was Bank of America, cutting an estimated $4.87M.

  • 202 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $930M of Invesco BuyBack Achievers ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 45 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $255M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2022 was Bank of America, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2022.