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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.32%
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
16
Calls
$648K
Puts
–
Net Calls
+$648K
Net Calls Change
+$406K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$436M
2
Osaic Holdings
Osaic Holdings
Arizona
+$274M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$187M
4
BCI
Brinker Capital Investments
Pennsylvania
+$60.7M
5
OPS
Orion Portfolio Solutions
Nebraska
+$60.7M

Top Sellers

1
BCM
BlueCrest Capital Management
Jersey
-$3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.31M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
Goldman Sachs
Goldman Sachs
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
76
WhitTier Trust Company
Nevada
$864K – – –
GCM
77
Gator Capital Management
Florida
$844K – – –
TWM
78
Tradition Wealth Management
Minnesota
$834K -$13K -145 -2%
KFS
79
Kelly Financial Services
Massachusetts
$827K +$827K +9,188 New
TRCT
80
Tower Research Capital (TRC)
New York
$821K +$712K +7,912 +653%
TWP
81
Tempus Wealth Planning
California
$817K -$9.36K -104 -1%
NA
82
NewEdge Advisors
Louisiana
$808K +$1.62K +18 +0.2%
US Bancorp
83
US Bancorp
Minnesota
$796K +$624K +6,939 +364%
AWM
84
Axxcess Wealth Management
California
$760K +$521K +5,789 +218%
IFO
85
Independent Family Office
New York
$757K – – –
AWM
86
AllSquare Wealth Management
New York
$747K -$25.7K -286 -3%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$730K – – –
AFG
88
Atomi Financial Group
New York
$710K +$710K +7,895 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K – – –
CAG
90
Csenge Advisory Group
Florida
$704K +$704K +7,830 New
SWP
91
Stratos Wealth Partners
Ohio
$698K +$249K +2,769 +56%
CWM
92
Collaborative Wealth Management
Florida
$694K -$71.4K -794 -9%
SAM
93
S.A. Mason
Michigan
$676K +$720 +8 +0.1%
FAIM
94
Financial Advocates Investment Management
Washington
$674K -$4.86K -54 -0.7%
NFC
95
Northeast Financial Consultants
Connecticut
$639K – – –
AA
96
Ancora Advisors
Ohio
$606K – – –
CA
97
Continuum Advisory
Idaho
$597K +$597K +6,637 New
IWN
98
Independent Wealth Network
Iowa
$593K -$17.1K -190 -3%
AAS
99
Avantax Advisory Services
Texas
$589K +$139K +1,548 +31%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$583K -$5.04K -56 -0.9%
2 3
4
5 6