Invesco BuyBack Achievers ETF
104 hedge funds and large institutions have $1.19B invested in Invesco BuyBack Achievers ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
300% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 13
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
33% more capital invested
Capital invested by funds: $896M → $1.19B (+$299M)
25% more funds holding
Funds holding: 83 → 104 (+21)
6.79% less ownership
Funds ownership: 54.41% → 47.62% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$34.6M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$31.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$26.6M |
| 4 |
Morgan Stanley
New York
|
+$23.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$29.7M |
| 2 |
Citigroup
New York
|
-$5.78M |
| 3 |
BCMU
BlueCrest Capital Management (UK)
St. Peter Port,
Guernsey
|
-$5M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.59M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
101
MCF Advisors
Covington,
Kentucky
| $5K | +$5K | +122 | New |
|
|
AC
102
Alexandria Capital
Arlington,
Virginia
| $4K | – | – | – |
|
|
BFEC
103
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | +$4.1K | +100 | New |
|
104
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | +$6.15K | +150 | New |
|
|
BIT
105
BlackRock Institutional Trust
San Francisco,
California
| – | -$1.59M | -40,600 | Closed |
|
|
PVH
106
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$498K | -12,900 | Closed |
|
107
Comerica Bank
Dallas,
Texas
| – | -$497K | -12,734 | Closed |
|
|
VKH
108
Virtu KCG Holdings
New York
| – | -$278K | -7,103 | Closed |
|
|
DS
109
DRW Securities
Chicago,
Illinois
| – | -$237K | -5,779 | Closed |
|
110
Fisher Asset Management
Camas,
Washington
| – | -$223K | -5,720 | Closed |
|
111
Invesco
Atlanta,
Georgia
| – | -$10K | -250 | Closed |
|
|
WF
112
WealthTrust Fairport
Cleveland,
Ohio
| – | -$3K | -67 | Closed |
|
PKW Hedge Fund Activity: Q4 2013 in Review
104 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2013, worth a combined $1.19B — up 33% from $896M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PKW positions and 8 closed out — a net gain of 25 holders — while 52 added to existing stakes and 13 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $34.6M. The largest seller was Goldman Sachs, cutting an estimated $29.7M.
- 104 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2013, up from 83 in Q3 2013.
- Funds reported $1.19B of Invesco BuyBack Achievers ETF stock for Q4 2013, up 33% quarter-over-quarter.
- 33 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2013 and 8 closed out, a net change of +25 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q4 2013 was FundX Investment Group, an estimated $34.6M added.
- The largest Invesco BuyBack Achievers ETF seller in Q4 2013 was Goldman Sachs, an estimated $29.7M sold.
Based on aggregated 13F filings for Q4 2013.