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Invesco BuyBack Achievers ETF

210 hedge funds and large institutions have $481M invested in Invesco BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $425M → $481M (+$56.2M)

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

7% more funds holding

Funds holding: 197210 (+13)

14.53% less ownership

Funds ownership: 46.2%31.67% (-15%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
61
Reduced
54
Closed
18
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
101
Ausdal Financial Partners
Iowa
$538K -$8.06K -85 -2%
WA
102
WBH Advisory
Maryland
$509K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$493K -$65.8K -694 -12%
BS
104
Banco Santander
Spain
$492K
CRCM
105
Corbett Road Capital Management
Virginia
$484K +$3.51K +37 +0.7%
M&T Bank
106
M&T Bank
New York
$478K
SWP
107
Stratos Wealth Partners
Ohio
$466K +$45.6K +481 +11%
BRWA
108
B. Riley Wealth Advisors
Florida
$466K +$58.5K +617 +15%
SWM
109
SFG Wealth Management
Maryland
$462K +$454K +4,790 New
MFG
110
Merit Financial Group
Georgia
$461K
WI
111
Wintrust Investments
Illinois
$459K -$4.46K -47 -1%
AAS
112
Avantax Advisory Services
Texas
$454K -$9.11K -96 -2%
N
113
Natixis
France
$427K +$569 +6 +0.1%
Creative Planning
114
Creative Planning
Kansas
$427K +$19K +200 +5%
WMS
115
Wealth Management Solutions
Pennsylvania
$409K +$402K +4,236 New
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$407K
ADL
117
Asset Dedication LLC
California
$403K
BCA
118
Bay Colony Advisors
Massachusetts
$363K -$3.32K -35 -0.9%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$362K +$23.9K +252 +7%
TC
120
TAGStone Capital
North Carolina
$357K +$351K +3,697 New
KLI
121
Kelman-Lazarov Inc
Tennessee
$356K
AWA
122
Arkadios Wealth Advisors
Georgia
$345K +$379 +4 +0.1%
WS
123
Wedbush Securities
California
$343K -$7.49K -79 -2%
HAS
124
HBW Advisory Services
California
$342K +$93.2K +982 +38%
PVH
125
Psagot Value Holdings
Israel
$337K -$194K -2,047 -37%

PKW Hedge Fund Activity: Q4 2021 in Review

210 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2021, worth a combined $481M — up 13% from $425M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PKW positions and 18 closed out — a net gain of 14 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.8M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $227M.

  • 210 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $481M of Invesco BuyBack Achievers ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.8M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2021.