PKW icon

Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

152 hedge funds and large institutions have $1.24B invested in Invesco BuyBack Achievers ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
4.05%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
34
Increased
55
Reduced
37
Closed
20
Calls
–
Puts
$621K
Net Calls
-$621K
Net Calls Change
+$229K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20.5M
2
MIH
Madison Investment Holdings
Wisconsin
+$20.3M
3
GIM
Guild Investment Management
California
+$13.2M
4
FIG
FundX Investment Group
California
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$112M
2
LPL Financial
LPL Financial
California
-$26.6M
3
FTB
First Trust Bank
Bahamas
-$10.6M
4
Stifel Financial
Stifel Financial
Missouri
-$9.63M
5
CS
Credit Suisse
Switzerland
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
101
B. Riley Wealth Management
Tennessee
$384K -$64.1K -1,302 -14%
Brown Advisory
102
Brown Advisory
Maryland
$356K +$356K +7,219 New
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$355K -$4.15K -84 -1%
HK
104
Horizon Kinetics
New York
$352K +$352K +7,146 New
CIBC World Market
105
CIBC World Market
Ontario, Canada
$325K +$325K +6,589 New
LFR
106
Lehman Financial Resources
Pennsylvania
$321K – – –
NFA
107
Nationwide Fund Advisors
Ohio
$302K +$302K +6,120 New
CL
108
CPWM LLC
Washington
$296K – – –
PTC
109
Private Trust Company
Ohio
$282K -$118K -2,408 -30%
GCM
110
Gator Capital Management
Florida
$278K +$278K +5,645 New
BMO
111
Beck Mack & Oliver
New York
$270K – – –
KIA
112
KCM Investment Advisors
California
$247K – – –
VKH
113
Virtu KCG Holdings
New York
$228K +$228K +4,628 New
MAS
114
Madden Advisory Services
Florida
$220K -$47.3K -958 -18%
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$207K +$207K +4,192 New
LSA
116
Liberty Street Advisors
New York
$205K +$205K +4,156 New
1IA
117
1834 Investment Advisors
Wisconsin
$203K +$203K +4,119 New
WA
118
WFG Advisors
Texas
$188K +$1.58K +32 +0.8%
NFG
119
Next Financial Group
Texas
$187K +$12.4K +251 +7%
BBPWM
120
Blue Bell Private Wealth Management
Pennsylvania
$182K +$147K +3,005 +426%
OIA
121
Optimum Investment Advisors
Illinois
$182K +$182K +3,700 New
WP
122
WealthPLAN Partners
Nebraska
$160K +$160K +3,238 New
MM
123
Midas Management
New York
$150K – – –
Credit Agricole
124
Credit Agricole
France
$138K +$138K +2,805 New
GWM
125
Gupta Wealth Management
California
$135K +$135K +2,735 New
3 4
5
6 7