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Invesco BuyBack Achievers ETF

215 hedge funds and large institutions have $456M invested in Invesco BuyBack Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,018% more call options, than puts

Call options by funds: $893K | Put options by funds: $11K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $411M → $456M (+$44.5M)

7% more funds holding

Funds holding: 201215 (+14)

0.35% more ownership

Funds ownership: 37.68%38.03% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
66
Closed
5
Calls
$893K
Puts
$11K
Net Calls
+$882K
Net Calls Change
+$893K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
SignalPoint Asset Management
Missouri
$696K
EWA
77
EP Wealth Advisors
California
$687K +$650K +6,001 New
Goldman Sachs
78
Goldman Sachs
New York
$683K +$646K +5,968 New
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$681K -$32.5K -300 -5%
GS
80
GTS Securities
New York
$659K -$310K -2,868 -33%
MCM
81
MAI Capital Management
Ohio
$640K -$28.5K -263 -4%
IWN
82
Independent Wealth Network
Iowa
$637K -$18.4K -170 -3%
MA
83
Montag & Associates
Georgia
$622K +$217 +2 +0%
LA
84
Lane & Associates
New Jersey
$614K -$61.5K -568 -10%
MFG
85
Merit Financial Group
Georgia
$604K +$108 +1 +0%
JCFM
86
JBR Co Financial Management
Oklahoma
$602K -$33.8K -312 -6%
AAS
87
Avantax Advisory Services
Texas
$590K +$650 +6 +0.1%
MIC
88
Means Investment Company
Maine
$589K -$1.73K -16 -0.3%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$564K +$279K +2,577 +110%
BWM
90
BigSur Wealth Management
Florida
$561K
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$534K +$44.9K +415 +10%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$532K -$74.7K -690 -13%
DADC
93
D.A. Davidson & Co
Montana
$507K +$60.1K +555 +14%
PBF
94
Petix & Botte Financial
California
$492K
Citigroup
95
Citigroup
New York
$485K +$74K +684 +19%
JWCA
96
J.W. Cole Advisors
Florida
$477K +$108 +1 +0%
PS
97
Principal Securities
Iowa
$470K -$131K -1,213 -23%
SFO
98
Stokes Family Office
Louisiana
$463K -$2.17K -20 -0.5%
SM
99
Sensible Money
Arizona
$460K
FAIM
100
Financial Advocates Investment Management
Washington
$458K

PKW Hedge Fund Activity: Q3 2024 in Review

215 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2024, worth a combined $456M — up 11% from $411M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 5 closed out — a net gain of 15 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was Bank of New York Mellon, cutting an estimated $2.34M.

  • 215 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $456M of Invesco BuyBack Achievers ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2024 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2024 was Bank of America, an estimated $2.34M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2024.