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Invesco BuyBack Achievers ETF

204 hedge funds and large institutions have $428M invested in Invesco BuyBack Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,768% more call options, than puts

Call options by funds: $411K | Put options by funds: $22K

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding

Funds holding: 204204 (0)

3% less capital invested

Capital invested by funds: $439M → $428M (-$11.2M)

3.37% less ownership

Funds ownership: 40.88%37.51% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
204
Holders Change
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
54
Reduced
61
Closed
18
Calls
$411K
Puts
$22K
Net Calls
+$389K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$791K +$121K +1,186 +19%
NFC
77
Northeast Financial Consultants
Connecticut
$768K
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$741K -$40.6K -400 -6%
AA
79
Ancora Advisors
Ohio
$729K
CIAS
80
Capital Investment Advisory Services
North Carolina
$688K +$18.1K +178 +3%
SAM
81
SignalPoint Asset Management
Missouri
$683K
P
82
&Partners
Tennessee
$648K +$608K +5,987 New
MCM
83
MAI Capital Management
Ohio
$631K +$1.32K +13 +0.2%
IWN
84
Independent Wealth Network
Iowa
$621K -$9.65K -95 -2%
MA
85
Montag & Associates
Georgia
$587K +$3.25K +32 +0.6%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$578K -$116K -1,145 -18%
AAS
87
Avantax Advisory Services
Texas
$573K +$51.7K +509 +11%
MFG
88
Merit Financial Group
Georgia
$570K +$203 +2 +0%
MIC
89
Means Investment Company
Maine
$558K -$74K -728 -12%
PS
90
Principal Securities
Iowa
$557K -$10.9K -107 -2%
SWP
91
Stratos Wealth Partners
Ohio
$540K +$102 +1 +0%
BWM
92
BigSur Wealth Management
Florida
$530K +$498K +4,900 New
WI
93
Wintrust Investments
Illinois
$486K -$711 -7 -0.2%
JCFM
94
JBR Co Financial Management
Oklahoma
$479K +$450K +4,427 New
Two Sigma Advisers
95
Two Sigma Advisers
New York
$466K -$3.31M -32,600 -88%
WCM
96
WealthBridge Capital Management
Ohio
$465K +$40.9K +403 +10%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$452K +$206K +2,025 +89%
JWCA
98
J.W. Cole Advisors
Florida
$450K
DADC
99
D.A. Davidson & Co
Montana
$445K +$418K +4,116 New
SFO
100
Stokes Family Office
Louisiana
$439K

PKW Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2024, worth a combined $428M — down 2.6% from $439M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PKW positions and 18 closed out — a net gain of 3 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $7.31M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 204 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $428M of Invesco BuyBack Achievers ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 21 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2024 and 18 closed out, a net change of +3 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $7.31M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.