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Invesco BuyBack Achievers ETF
PKW

194 hedge funds and large institutions have $483M invested in Invesco BuyBack Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

1.97% more ownership

Funds ownership: 31.67% → 33.64% (+2%)

0% more capital invested

Capital invested by funds: $481M → $483M (+$1.72M)

8% less funds holding

Funds holding: 210 → 194 (-16)

12% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.33M

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
194
Holders Change
-16
Holders Change %
-7.62%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
69
Reduced
49
Closed
23
Calls
$1.16M
Puts
$1.33M
Net Calls
-$165K
Net Calls Change
-$425K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$13.4M
2
Bank of America
Bank of America
North Carolina
+$12.6M
3
LPL Financial
LPL Financial
California
+$10.8M
4
GM
GeoWealth Management
Illinois
+$9.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.92M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.9M
2
AWM
AE Wealth Management
Kansas
-$6.05M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$5.56M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.3M
5
Truist Financial
Truist Financial
North Carolina
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
126
Wedbush Securities
California
$322K – – –
SL
127
Salomon & Ludwin
Virginia
$308K – – –
IA
128
IFP Advisors
Florida
$300K +$470K +5,118 +3,967%
CMS
129
Capital Market Strategies
Florida
$296K – – –
APA
130
American Portfolios Advisors
New York
$295K +$39.7K +432 +15%
MWPCG
131
Measured Wealth Private Client Group
New Hampshire
$279K – – –
ACG
132
Allen Capital Group
Nebraska
$276K +$280K +3,050 New
AWM
133
AE Wealth Management
Kansas
$267K -$6.05M -65,888 -96%
3F
134
360 Financial
Minnesota
$267K -$6.79K -74 -2%
AWM
135
Axxcess Wealth Management
California
$266K – – –
First Manhattan
136
First Manhattan
New York
$262K – – –
WWM
137
Western Wealth Management
Colorado
$260K +$264K +2,877 New
TWM
138
Triton Wealth Management
Arizona
$255K – – –
UCFA
139
United Capital Financial Advisors
Texas
$254K -$15.3K -167 -6%
PFA
140
Pure Financial Advisors
California
$248K – – –
GWM
141
Geneos Wealth Management
Colorado
$248K +$84.9K +925 +51%
MIM
142
Miller Investment Management
Pennsylvania
$242K – – –
LS
143
Leelyn Smith
Illinois
$237K +$229K +2,490 +1,992%
CFD
144
Creative Financial Designs
Indiana
$227K +$18.8K +205 +9%
EWM
145
Empirical Wealth Management
Washington
$226K – – –
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$221K -$6.33K -69 -3%
BRWM
147
B. Riley Wealth Management
Tennessee
$220K – – –
MA
148
Montag & Associates
Georgia
$218K +$275 +3 +0.1%
MCM
149
MAI Capital Management
Ohio
$212K – – –
SFP
150
Shepherd Financial Partners
Massachusetts
$201K – – –
4 5
6
7 8

PKW Hedge Fund Activity: Q1 2022 in Review

194 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2022, worth a combined $483M — up 0.36% from $481M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PKW and 12 opened new positions — a net loss of 11 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was Wells Fargo, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $8.9M.

  • 194 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2022, down from 210 in Q4 2021.
  • Funds reported $483M of Invesco BuyBack Achievers ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 12 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2022 was Osaic Holdings, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2022.