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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

172 hedge funds and large institutions have $1.3B invested in Invesco BuyBack Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
53
Reduced
50
Closed
12
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$261K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$307M
2
Osaic Holdings
Osaic Holdings
Arizona
+$150M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$127M
4
OPS
Orion Portfolio Solutions
Nebraska
+$30.3M
5
LPL Financial
LPL Financial
California
+$8.45M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$2.5M
2
Bank of America
Bank of America
North Carolina
-$1.31M
3
CS
Credit Suisse
Switzerland
-$1.05M
4
SS
Simplicity Solutions
Minnesota
-$788K
5
PVH
Psagot Value Holdings
Israel
-$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
N
101
Natixis
France
$377K +$103K +1,223 +38%
BCM
102
BlueCrest Capital Management
Jersey
$376K +$376K +4,462 New
AIFAIM
103
American Institute for Advanced Investment Management
Arizona
$365K -$96.8K -1,150 -21%
ADL
104
Asset Dedication LLC
California
$352K -$4.63K -55 -1%
CBFP
105
Cedar Brook Financial Partners
Ohio
$340K -$128K -1,519 -27%
KLI
106
Kelman-Lazarov Inc
Tennessee
$311K -$29.5K -350 -9%
BCA
107
Bay Colony Advisors
Massachusetts
$310K -$3.88K -46 -1%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$305K -$77.3K -917 -20%
CA
109
Cetera Advisors
Colorado
$301K – – –
AWA
110
Arkadios Wealth Advisors
Georgia
$269K +$420 +5 +0.2%
SPIA
111
Steward Partners Investment Advisory
New York
$265K +$54.8K +651 +26%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$264K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$256K – – –
3F
114
360 Financial
Minnesota
$255K +$84 +1 +0%
TWM
115
Triton Wealth Management
Arizona
$247K – – –
First Manhattan
116
First Manhattan
New York
$244K – – –
MIM
117
Miller Investment Management
Pennsylvania
$225K +$225K +2,675 New
BAM
118
Belpointe Asset Management
Nevada
$215K – – –
IWC
119
Integrated Wealth Concepts
Massachusetts
$212K +$212K +2,521 New
EWM
120
Empirical Wealth Management
Washington
$211K +$211K +2,500 New
AF
121
Advisornet Financial
Minnesota
$205K +$117K +1,391 +133%
MA
122
Montag & Associates
Georgia
$202K +$125K +1,481 +162%
SWM
123
Spire Wealth Management
Virginia
$196K +$196K +2,322 New
1IA
124
1834 Investment Advisors
Wisconsin
$183K – – –
CAAS
125
Capital Asset Advisory Services
Michigan
$181K +$112K +1,329 +161%
3 4
5
6 7