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Invesco BuyBack Achievers ETF

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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
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
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
SignalPoint Asset Management
Missouri
$571K -$5.71K -62 -1%
TFS
102
Thoroughbred Financial Services
Tennessee
$555K +$568K +6,175 New
CIAS
103
Capital Investment Advisory Services
North Carolina
$554K +$6.26K +68 +1%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$551K +$25.9K +281 +5%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$550K -$5.98K -65 -1%
CIC
106
Carnegie Investment Counsel
Ohio
$550K +$179K +1,945 +47%
MIC
107
Means Investment Company
Maine
$531K -$63.9K -694 -11%
MFG
108
Merit Financial Group
Georgia
$498K -$48.3K -525 -9%
MA
109
Montag & Associates
Georgia
$475K +$276 +3 +0.1%
CAL
110
Capital Advisors Ltd
Ohio
$451K
DWMG
111
DB Wealth Management Group
California
$435K +$151K +1,643 +51%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$414K +$23K +250 +6%
WI
113
Wintrust Investments
Illinois
$405K
CAM
114
Concorde Asset Management
Michigan
$401K +$410K +4,455 New
GVAG
115
Great Valley Advisor Group
Delaware
$398K +$407K +4,423 New
SWM
116
Spire Wealth Management
Virginia
$396K +$398K +4,330 +6,368%
PBF
117
Petix & Botte Financial
California
$387K
JWCA
118
J.W. Cole Advisors
Florida
$374K -$14.3K -155 -4%
SFO
119
Stokes Family Office
Louisiana
$365K +$5.34K +58 +1%
SM
120
Sensible Money
Arizona
$362K -$367K -3,984 -50%
Corient Private Wealth
121
Corient Private Wealth
Florida
$360K +$276 +3 +0.1%
NFG
122
Nations Financial Group
Iowa
$359K -$156K -1,700 -30%
ADL
123
Asset Dedication LLC
California
$358K -$367K -3,984 -50%
AIFAIM
124
American Institute for Advanced Investment Management
Arizona
$354K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$353K -$8.01K -87 -2%

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.