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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

196 hedge funds and large institutions have $1.6B invested in Invesco BuyBack Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+24
Holders Change %
+13.95%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
36
Increased
71
Reduced
40
Closed
11
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$35K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M
2
OPS
Orion Portfolio Solutions
Nebraska
+$17.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$15.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
SWM
Spire Wealth Management
Virginia
+$12M

Top Sellers

1
IFO
Independent Family Office
New York
-$3.72M
2
SAM
Synergy Asset Management
Washington
-$2.43M
3
KWM
Kingsview Wealth Management
Oregon
-$1.09M
4
CAG
Curtis Advisory Group
California
-$1.07M
5
AI
AXS Investments
New York
-$926K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Triton Wealth Management
Arizona
$259K -$11.4K -121 -4%
AF
127
Advisornet Financial
Minnesota
$257K +$36.8K +408 +17%
BAM
128
Belpointe Asset Management
Nevada
$256K +$26.2K +291 +11%
BCM
129
Barometer Capital Management
Ontario, Canada
$256K +$256K +2,835 New
UCFA
130
United Capital Financial Advisors
Texas
$253K +$253K +2,808 New
FTUS
131
Flow Traders U.S.
New York
$243K +$243K +2,687 New
BRWM
132
B. Riley Wealth Management
Tennessee
$243K +$243K +2,687 New
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$242K +$52.7K +584 +28%
MIM
134
Miller Investment Management
Pennsylvania
$241K – – –
IWC
135
Integrated Wealth Concepts
Massachusetts
$239K +$11.5K +128 +5%
EWM
136
Empirical Wealth Management
Washington
$226K – – –
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$226K +$135K +1,500 +149%
OIA
138
OneDigital Investment Advisors
Kansas
$223K +$223K +2,470 New
Renaissance Technologies
139
Renaissance Technologies
New York
$217K +$217K +2,400 New
MA
140
Montag & Associates
Georgia
$216K +$270 +3 +0.1%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$213K +$213K +2,357 New
1IA
142
1834 Investment Advisors
Wisconsin
$196K – – –
CAAS
143
Capital Asset Advisory Services
Michigan
$191K -$3.25K -36 -2%
GWM
144
Geneos Wealth Management
Colorado
$176K -$821K -9,012 -82%
TCOV
145
Trust Company of Vermont
Vermont
$158K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$150K +$13.7K +152 +10%
CFD
147
Creative Financial Designs
Indiana
$145K +$118K +1,306 +434%
AIC
148
Archer Investment Corporation
Indiana
$144K -$13.3K -147 -8%
JCM
149
Jacobi Capital Management
Pennsylvania
$139K – – –
SSB
150
Sandy Spring Bank
Maryland
$138K – – –
4 5
6
7 8