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Invesco BuyBack Achievers ETF

155 hedge funds and large institutions have $950M invested in Invesco BuyBack Achievers ETF in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% more ownership

Funds ownership: 40.25%40.64% (+0.39%)

5% less funds holding

Funds holding: 164155 (-9)

18% less capital invested

Capital invested by funds: $1.16B → $950M (-$214M)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
155
Holders Change
-9
Holders Change %
-5.49%
% of All Funds
4.33%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.28%
New
16
Increased
40
Reduced
72
Closed
21
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
MM
126
Midas Management
New York
$134K
NFG
127
Next Financial Group
Texas
$129K -$9.16K -195 -6%
GWM
128
Gupta Wealth Management
California
$120K
BFEC
129
Benjamin F. Edwards & Company
Missouri
$96K
US Bancorp
130
US Bancorp
Minnesota
$88K -$9.53K -203 -9%
MWP
131
MYCIO Wealth Partners
Pennsylvania
$75K +$80.5K +1,715 New
CFSG
132
Community Financial Services Group
Vermont
$55K
CTC
133
Central Trust Company
Missouri
$54K -$4.41K -94 -7%
EWM
134
Evercore Wealth Management
New York
$53K +$56.4K +1,200 New
EDRH
135
Edmond de Rothschild Holding
Switzerland
$50K -$1.26M -26,805 -96%
EDRS
136
Edmond de Rothschild (Suisse)
Switzerland
$39K
MCM
137
Manchester Capital Management
Vermont
$39K
MGIA
138
Moneta Group Investment Advisors
Missouri
$35K +$37.7K +803 New
WAS
139
Winch Advisory Services
Wisconsin
$33K +$94 +2 +0.3%
RIA
140
Regal Investment Advisors
Michigan
$28K +$47 +1 +0.2%
FNBT
141
FineMark National Bank & Trust
Florida
$27K -$13.5K -287 -32%
KCM
142
Karp Capital Management
California
$16K
HCM
143
Highlander Capital Management
New Jersey
$15K -$7.04K -150 -30%
TFA
144
Transamerica Financial Advisors
Florida
$14K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$14K +$15.4K +327 New
AIM
146
Advantage Investment Management
Iowa
$13K -$6.57K -140 -32%
WEC
147
Winslow Evans & Crocker
Massachusetts
$7.66K
WIC
148
Woodmont Investment Counsel
Tennessee
$7K
MA
149
MCF Advisors
Kentucky
$5K
AC
150
Alexandria Capital
Virginia
$4K

PKW Hedge Fund Activity: Q3 2015 in Review

155 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2015, worth a combined $950M — down 18% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PKW and 16 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was Banque Pictet & Cie, opening a new position worth an estimated $29.5M. The largest seller was Madison Investment Holdings, cutting an estimated $25.8M.

  • 155 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2015, down from 164 in Q2 2015.
  • Funds reported $950M of Invesco BuyBack Achievers ETF stock for Q3 2015, down 18% quarter-over-quarter.
  • 16 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2015 and 21 closed out, a net change of -5 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2015 was Banque Pictet & Cie, an estimated $29.5M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2015 was Madison Investment Holdings, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2015.