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Invesco BuyBack Achievers ETF

187 hedge funds and large institutions have $350M invested in Invesco BuyBack Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more funds holding

Funds holding: 183187 (+4)

0% more capital invested

Capital invested by funds: $349M → $350M (+$1.29M)

0.36% more ownership

Funds ownership: 35.63%35.99% (+0.36%)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
46
Reduced
66
Closed
14
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
76
Cassaday & Co Wealth Management
Virginia
$626K
IWN
77
Independent Wealth Network
Iowa
$606K -$11.4K -133 -2%
AA
78
Ancora Advisors
Ohio
$602K
MIC
79
Means Investment Company
Maine
$590K +$597 +7 +0.1%
BCG
80
Breakwater Capital Group
New Jersey
$584K +$558K +6,533 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$584K -$9.13K -107 -2%
SAM
82
SignalPoint Asset Management
Missouri
$574K -$427 -5 -0.1%
CA
83
Cetera Advisors
Colorado
$554K -$510K -5,975 -49%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$553K -$21.6K -253 -4%
CIAS
85
Capital Investment Advisory Services
North Carolina
$545K +$1.28K +15 +0.2%
MFG
86
Merit Financial Group
Georgia
$542K -$8.62K -101 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$523K -$34.6K -405 -6%
BRWA
88
B. Riley Wealth Advisors
Florida
$514K +$24.1K +282 +5%
NFG
89
Nations Financial Group
Iowa
$509K
MA
90
Montag & Associates
Georgia
$472K +$256 +3 +0.1%
Citadel Advisors
91
Citadel Advisors
Florida
$468K -$909K -10,654 -67%
FG
92
Fiduciary Group
Georgia
$449K
CAL
93
Capital Advisors Ltd
Ohio
$448K -$546K -6,403 -56%
AAS
94
Avantax Advisory Services
Texas
$447K +$69K +809 +19%
SWP
95
Stratos Wealth Partners
Ohio
$446K +$193K +2,261 +83%
Jane Street
96
Jane Street
New York
$428K -$345K -4,045 -46%
HI
97
Hudock Inc
Pennsylvania
$427K -$85 -1 -0%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$412K +$1.02K +12 +0.3%
FTS
99
Fifth Third Securities
Ohio
$408K +$389K +4,557 New
WI
100
Wintrust Investments
Illinois
$402K -$7.25K -85 -2%

PKW Hedge Fund Activity: Q2 2023 in Review

187 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2023, worth a combined $350M — up 0.37% from $349M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 66 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $3.23M. The largest seller was Wells Fargo, cutting an estimated $6.28M.

  • 187 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $350M of Invesco BuyBack Achievers ETF stock for Q2 2023, up 0.37% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2023 and 14 closed out, a net change of +6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $3.23M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2023 was Wells Fargo, an estimated $6.28M sold.

Based on aggregated 13F filings for Q2 2023.