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Invesco BuyBack Achievers ETF
PKW

210 hedge funds and large institutions have $481M invested in Invesco BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $425M → $481M (+$56.2M)

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

7% more funds holding

Funds holding: 197 → 210 (+13)

14.53% less ownership

Funds ownership: 46.2% → 31.67% (-15%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
61
Reduced
54
Closed
18
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$16.8M
2
Wells Fargo
Wells Fargo
California
+$7.49M
3
LPL Financial
LPL Financial
California
+$3.46M
4
SIM
Seaview Investment Managers
Florida
+$3M
5
Morgan Stanley
Morgan Stanley
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$227M
2
GM
GeoWealth Management
Illinois
-$16.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.56M
5
Barclays
Barclays
United Kingdom
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
126
Salomon & Ludwin
Virginia
$328K -$20.6K -217 -6%
CMS
127
Capital Market Strategies
Florida
$316K +$310K +3,270 New
MWPCG
128
Measured Wealth Private Client Group
New Hampshire
$297K – – –
3F
129
360 Financial
Minnesota
$292K – – –
UCFA
130
United Capital Financial Advisors
Texas
$287K +$15.8K +167 +6%
BCM
131
Barometer Capital Management
Ontario, Canada
$286K +$12.3K +130 +5%
AWM
132
Axxcess Wealth Management
California
$284K +$279K +2,944 New
First Manhattan
133
First Manhattan
New York
$279K – – –
SBIA
134
Sheaff Brock Investment Advisors
Indiana
$275K – – –
APA
135
American Portfolios Advisors
New York
$273K -$15.2K -160 -5%
PFA
136
Pure Financial Advisors
California
$264K +$260K +2,740 New
MIM
137
Miller Investment Management
Pennsylvania
$258K – – –
TWM
138
Triton Wealth Management
Arizona
$255K +$1.8K +19 +0.7%
US Bancorp
139
US Bancorp
Minnesota
$246K -$124K -1,308 -34%
EWM
140
Empirical Wealth Management
Washington
$241K – – –
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$238K -$674K -7,100 -74%
BRWM
142
B. Riley Wealth Management
Tennessee
$235K +$569 +6 +0.2%
MA
143
Montag & Associates
Georgia
$232K +$285 +3 +0.1%
MCM
144
MAI Capital Management
Ohio
$226K +$222K +2,338 New
CFD
145
Creative Financial Designs
Indiana
$223K -$5.6K -59 -2%
SFP
146
Shepherd Financial Partners
Massachusetts
$214K – – –
PBF
147
Petix & Botte Financial
California
$210K -$210K -2,213 -50%
1IA
148
1834 Investment Advisors
Wisconsin
$210K – – –
RW
149
RVW Wealth
California
$208K -$6.54K -69 -3%
Citigroup
150
Citigroup
New York
$206K +$17.2K +181 +9%
4 5
6
7 8

PKW Hedge Fund Activity: Q4 2021 in Review

210 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2021, worth a combined $481M — up 13% from $425M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PKW positions and 18 closed out — a net gain of 14 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.8M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $227M.

  • 210 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $481M of Invesco BuyBack Achievers ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.8M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2021.