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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

141 hedge funds and large institutions have $1.14B invested in Invesco BuyBack Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
3.76%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
34
Increased
50
Reduced
44
Closed
13
Calls
–
Puts
$850K
Net Calls
-$850K
Net Calls Change
-$85K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20.4M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.82M
4
Stifel Financial
Stifel Financial
Missouri
+$9.31M
5
MIH
Madison Investment Holdings
Wisconsin
+$6.96M

Top Sellers

1
LPL Financial
LPL Financial
California
-$117M
2
Goldman Sachs
Goldman Sachs
New York
-$32.8M
3
PAG
Private Advisor Group
New Jersey
-$10.7M
4
Lazard Asset Management
Lazard Asset Management
New York
-$8.96M
5
BTS
BB&T Securities
Virginia
-$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
101
Beck Mack & Oliver
New York
$263K – – –
MAS
102
Madden Advisory Services
Florida
$260K -$193K -4,018 -43%
KIA
103
KCM Investment Advisors
California
$240K +$240K +5,001 New
RHJA
104
Rice Hall James & Associates
California
$216K – – –
VAM
105
Visium Asset Management
New York
$212K +$212K +4,400 New
WA
106
WFG Advisors
Texas
$182K -$1.44M -29,970 -89%
NFG
107
Next Financial Group
Texas
$170K -$53.3K -1,111 -24%
MM
108
Midas Management
New York
$147K +$147K +3,050 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$131K +$96.1K +2,000 +276%
CFA
110
Carroll Financial Associates
North Carolina
$120K -$2.19M -45,580 -95%
WF
111
WealthTrust Fairport
Ohio
$118K +$337 +7 +0.3%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$106K +$19.3K +400 +22%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$104K -$57.4K -1,200 -36%
CFSG
114
Community Financial Services Group
Vermont
$61K +$61K +1,267 New
S
115
SignatureFD
Georgia
$60K +$60K +1,256 New
SFWA
116
Summit Financial Wealth Advisors
Louisiana
$53K +$53K +1,100 New
CCA
117
Catalyst Capital Advisors
New York
$51K -$309K -6,380 -86%
GWA
118
Genesis Wealth Advisors
Massachusetts
$50.3K +$50.3K +1,006 New
CDIA
119
Capital Directions Investment Advisors
Georgia
$48K – – –
MCM
120
Manchester Capital Management
Vermont
$43K +$43K +900 New
CLOS
121
Compagnie Lombard Odier SCmA
Switzerland
$34K – – –
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$33K +$280 +6 +0.9%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25K +513 New
RFA
124
Reilly Financial Advisors
California
$24K – – –
HCM
125
Highlander Capital Management
New Jersey
$24K +$24K +503 New
3 4
5
6 7