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Invesco BuyBack Achievers ETF

187 hedge funds and large institutions have $350M invested in Invesco BuyBack Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more funds holding

Funds holding: 183187 (+4)

0% more capital invested

Capital invested by funds: $349M → $350M (+$1.29M)

0.36% more ownership

Funds ownership: 35.63%35.99% (+0.36%)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
46
Reduced
66
Closed
14
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$390K -$64.6K -757 -15%
JWCA
102
J.W. Cole Advisors
Florida
$386K +$85 +1 +0%
PBF
103
Petix & Botte Financial
California
$384K +$367K +4,296 New
CIC
104
Carnegie Investment Counsel
Ohio
$373K +$25.6K +300 +8%
WA
105
WBH Advisory
Maryland
$369K -$13.6K -159 -4%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$359K -$17K -199 -5%
SFO
107
Stokes Family Office
Louisiana
$358K
Corient Private Wealth
108
Corient Private Wealth
Florida
$358K -$23.6K -277 -6%
AIFAIM
109
American Institute for Advanced Investment Management
Arizona
$352K +$78.9K +925 +31%
WMS
110
Wealth Management Solutions
Pennsylvania
$335K -$13.9K -163 -4%
ASN
111
Advisory Services Network
Georgia
$315K +$285K +3,337 +1,823%
SL
112
Salomon & Ludwin
Virginia
$301K
PFA
113
Pure Financial Advisors
California
$299K
WCM
114
WealthBridge Capital Management
Ohio
$292K -$11.8K -138 -4%
M&T Bank
115
M&T Bank
New York
$291K -$256K -3,000 -48%
AWA
116
Arkadios Wealth Advisors
Georgia
$290K +$341 +4 +0.1%
PFS
117
Prospera Financial Services
Texas
$289K -$30.2K -354 -10%
WS
118
Wedbush Securities
California
$287K -$853 -10 -0.3%
DWMG
119
DB Wealth Management Group
California
$286K -$34K -398 -11%
CMS
120
Capital Market Strategies
Florida
$270K +$257K +3,016 New
First Manhattan
121
First Manhattan
New York
$259K
3F
122
360 Financial
Minnesota
$258K -$5.89K -69 -2%
LFAS
123
Level Four Advisory Services
Texas
$258K
KLI
124
Kelman-Lazarov Inc
Tennessee
$255K -$4.1K -48 -2%
MWPCG
125
Measured Wealth Private Client Group
New Hampshire
$243K

PKW Hedge Fund Activity: Q2 2023 in Review

187 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2023, worth a combined $350M — up 0.37% from $349M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 66 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $3.23M. The largest seller was Wells Fargo, cutting an estimated $6.28M.

  • 187 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $350M of Invesco BuyBack Achievers ETF stock for Q2 2023, up 0.37% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2023 and 14 closed out, a net change of +6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $3.23M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2023 was Wells Fargo, an estimated $6.28M sold.

Based on aggregated 13F filings for Q2 2023.