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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

152 hedge funds and large institutions have $1.24B invested in Invesco BuyBack Achievers ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
4.05%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
34
Increased
55
Reduced
37
Closed
20
Calls
–
Puts
$621K
Net Calls
-$621K
Net Calls Change
+$229K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20.5M
2
MIH
Madison Investment Holdings
Wisconsin
+$20.3M
3
GIM
Guild Investment Management
California
+$13.2M
4
FIG
FundX Investment Group
California
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$112M
2
LPL Financial
LPL Financial
California
-$26.6M
3
FTB
First Trust Bank
Bahamas
-$10.6M
4
Stifel Financial
Stifel Financial
Missouri
-$9.63M
5
CS
Credit Suisse
Switzerland
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$123K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$108K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$108K – – –
S
129
SignatureFD
Georgia
$62K – – –
CFSG
130
Community Financial Services Group
Vermont
$62K – – –
US Bancorp
131
US Bancorp
Minnesota
$59K +$35.6K +725 +152%
CCA
132
Catalyst Capital Advisors
New York
$52K – – –
GWA
133
Genesis Wealth Advisors
Massachusetts
$49.5K – – –
CDIA
134
Capital Directions Investment Advisors
Georgia
$49K – – –
MCM
135
Manchester Capital Management
Vermont
$44K – – –
FNBT
136
FineMark National Bank & Trust
Florida
$44K +$42.5K +870 +2,900%
WAS
137
Winch Advisory Services
Wisconsin
$39K +$39K +849 New
VCM
138
Vigilant Capital Management
Maine
$27K +$27K +552 New
HCM
139
Highlander Capital Management
New Jersey
$25K – – –
AIM
140
Advantage Investment Management
Iowa
$22K – – –
RIA
141
Regal Investment Advisors
Michigan
$22K +$22K +440 New
GI
142
Gradient Investments
Minnesota
$22K +$22K +443 New
KCM
143
Karp Capital Management
California
$18K – – –
TFA
144
Transamerica Financial Advisors
Florida
$15K +$15K +300 New
WEC
145
Winslow Evans & Crocker
Massachusetts
$8.63K – – –
ONB
146
Old National Bancorp
Indiana
$8K +$8K +165 New
MA
147
MCF Advisors
Kentucky
$6K – – –
AC
148
Alexandria Capital
Virginia
$4K – – –
IP
149
Investment Partners
Ohio
$3K +$3K +65 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$2.66K +$2.66K +54 New
3 4 5
6
7