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Invesco BuyBack Achievers ETF

204 hedge funds and large institutions have $428M invested in Invesco BuyBack Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,768% more call options, than puts

Call options by funds: $411K | Put options by funds: $22K

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding

Funds holding: 204204 (0)

3% less capital invested

Capital invested by funds: $439M → $428M (-$11.2M)

3.37% less ownership

Funds ownership: 40.88%37.51% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
204
Holders Change
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
54
Reduced
61
Closed
18
Calls
$411K
Puts
$22K
Net Calls
+$389K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
101
Sensible Money
Arizona
$435K
ADL
102
Asset Dedication LLC
California
$431K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$425K +$102 +1 +0%
AIFAIM
104
American Institute for Advanced Investment Management
Arizona
$413K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$409K -$1.87M -18,419 -83%
Corient Private Wealth
106
Corient Private Wealth
Florida
$396K -$37.8K -372 -9%
AIC
107
Archer Investment Corporation
Indiana
$390K +$98.5K +969 +37%
WA
108
WBH Advisory
Maryland
$388K -$9.86K -97 -3%
LS
109
Leelyn Smith
Illinois
$382K
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$379K -$113K -1,117 -24%
NAM
111
NorthCrest Asset Manangement
Minnesota
$372K -$3.92M -38,576 -92%
TRCT
112
Tower Research Capital (TRC)
New York
$371K -$946K -9,315 -73%
GM
113
GeoWealth Management
Illinois
$362K +$340K +3,344 New
PFA
114
Pure Financial Advisors
California
$361K
M&T Bank
115
M&T Bank
New York
$352K
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$349K +$68.9K +678 +27%
WS
117
Wedbush Securities
California
$349K +$406 +4 +0.1%
RIA
118
Regal Investment Advisors
Michigan
$343K -$36.4K -358 -10%
CAL
119
Capital Advisors Ltd
Ohio
$342K
PFS
120
Prospera Financial Services
Texas
$340K -$22.5K -221 -7%
CMS
121
Capital Market Strategies
Florida
$324K -$2.03K -20 -0.7%
First Manhattan
122
First Manhattan
New York
$314K
EA
123
Ergawealth Advisors
Illinois
$313K +$4.06K +40 +1%
IWC
124
Integrated Wealth Concepts
Massachusetts
$312K +$52.9K +521 +22%
MWPCG
125
Measured Wealth Private Client Group
New Hampshire
$294K

PKW Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2024, worth a combined $428M — down 2.6% from $439M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PKW positions and 18 closed out — a net gain of 3 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $7.31M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 204 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $428M of Invesco BuyBack Achievers ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 21 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2024 and 18 closed out, a net change of +3 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $7.31M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.