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Invesco BuyBack Achievers ETF

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$864K
GCM
77
Gator Capital Management
Florida
$844K
TWM
78
Tradition Wealth Management
Minnesota
$834K -$13.3K -145 -2%
KFS
79
Kelly Financial Services
Massachusetts
$827K +$846K +9,188 New
TRCT
80
Tower Research Capital (TRC)
New York
$821K +$728K +7,912 +653%
TWP
81
Tempus Wealth Planning
California
$817K -$9.57K -104 -1%
NA
82
NewEdge Advisors
Louisiana
$808K +$1.66K +18 +0.2%
US Bancorp
83
US Bancorp
Minnesota
$796K +$639K +6,939 +364%
AWM
84
Axxcess Wealth Management
California
$760K +$533K +5,789 +218%
IFO
85
Independent Family Office
New York
$757K
AWM
86
AllSquare Wealth Management
New York
$747K -$26.3K -286 -3%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$730K
AFG
88
Atomi Financial Group
New York
$710K +$727K +7,895 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K
CAG
90
Csenge Advisory Group
Florida
$704K +$721K +7,830 New
SWP
91
Stratos Wealth Partners
Ohio
$698K +$255K +2,769 +56%
CWM
92
Collaborative Wealth Management
Florida
$694K -$73.1K -794 -9%
SAM
93
S.A. Mason
Michigan
$676K +$736 +8 +0.1%
FAIM
94
Financial Advocates Investment Management
Washington
$674K -$4.97K -54 -0.7%
NFC
95
Northeast Financial Consultants
Connecticut
$639K
AA
96
Ancora Advisors
Ohio
$606K
CA
97
Continuum Advisory
Idaho
$597K +$611K +6,637 New
IWN
98
Independent Wealth Network
Iowa
$593K -$17.5K -190 -3%
AAS
99
Avantax Advisory Services
Texas
$589K +$142K +1,548 +31%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$583K -$5.15K -56 -0.9%

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.