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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
16
Calls
$648K
Puts
–
Net Calls
+$648K
Net Calls Change
+$406K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$436M
2
Osaic Holdings
Osaic Holdings
Arizona
+$274M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$187M
4
BCI
Brinker Capital Investments
Pennsylvania
+$60.7M
5
OPS
Orion Portfolio Solutions
Nebraska
+$60.7M

Top Sellers

1
BCM
BlueCrest Capital Management
Jersey
-$3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.31M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
Goldman Sachs
Goldman Sachs
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
SignalPoint Asset Management
Missouri
$571K -$5.58K -62 -1%
TFS
102
Thoroughbred Financial Services
Tennessee
$555K +$555K +6,175 New
CIAS
103
Capital Investment Advisory Services
North Carolina
$554K +$6.12K +68 +1%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$551K +$25.3K +281 +5%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$550K -$5.85K -65 -1%
CIC
106
Carnegie Investment Counsel
Ohio
$550K +$175K +1,945 +47%
MIC
107
Means Investment Company
Maine
$531K -$62.4K -694 -11%
MFG
108
Merit Financial Group
Georgia
$498K -$47.2K -525 -9%
MA
109
Montag & Associates
Georgia
$475K +$270 +3 +0.1%
CAL
110
Capital Advisors Ltd
Ohio
$451K – – –
DWMG
111
DB Wealth Management Group
California
$435K +$148K +1,643 +51%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$414K +$22.5K +250 +6%
WI
113
Wintrust Investments
Illinois
$405K – – –
CAM
114
Concorde Asset Management
Michigan
$401K +$401K +4,455 New
GVAG
115
Great Valley Advisor Group
Delaware
$398K +$398K +4,423 New
SWM
116
Spire Wealth Management
Virginia
$396K +$390K +4,330 +6,368%
PBF
117
Petix & Botte Financial
California
$387K – – –
JWCA
118
J.W. Cole Advisors
Florida
$374K -$13.9K -155 -4%
SFO
119
Stokes Family Office
Louisiana
$365K +$5.22K +58 +1%
SM
120
Sensible Money
Arizona
$362K -$358K -3,984 -50%
Corient Private Wealth
121
Corient Private Wealth
Florida
$360K +$270 +3 +0.1%
NFG
122
Nations Financial Group
Iowa
$359K -$153K -1,700 -30%
ADL
123
Asset Dedication LLC
California
$358K -$358K -3,984 -50%
AIFAIM
124
American Institute for Advanced Investment Management
Arizona
$354K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$353K -$7.83K -87 -2%
3 4
5
6 7