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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

201 hedge funds and large institutions have $930M invested in Invesco BuyBack Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
64
Reduced
41
Closed
17
Calls
$299K
Puts
$43K
Net Calls
+$256K
Net Calls Change
-$427K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M
2
Osaic Holdings
Osaic Holdings
Arizona
$138M
3
CCMG
Clark Capital Management Group
Pennsylvania
$98.5M
4
OPS
Orion Portfolio Solutions
Nebraska
$36.7M
5
LPL Financial
LPL Financial
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$43.4M
2
FA
Fermata Advisors
California
$4.4M
3
UBS Group
UBS Group
Switzerland
$10.6M
4
Morgan Stanley
Morgan Stanley
New York
$28.2M
5
Citadel Advisors
Citadel Advisors
Florida
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
126
Capital Market Strategies
Florida
$258K – – –
KLI
127
Kelman-Lazarov Inc
Tennessee
$253K -$60.7K -710 -19%
First Manhattan
128
First Manhattan
New York
$248K – – –
LFAS
129
Level Four Advisory Services
Texas
$247K +$247K +2,883 New
BCA
130
Bay Colony Advisors
Massachusetts
$240K +$240K +2,809 New
PFA
131
Pure Financial Advisors
California
$234K – – –
MWPCG
132
Measured Wealth Private Client Group
New Hampshire
$232K -$1.46K -17 -0.6%
AWM
133
Axxcess Wealth Management
California
$230K -$17.1K -200 -7%
MIM
134
Miller Investment Management
Pennsylvania
$229K +$229K +2,675 New
LS
135
Leelyn Smith
Illinois
$228K +$217K +2,540 +2,032%
TRCT
136
Tower Research Capital (TRC)
New York
$225K -$541K -6,332 -71%
CAM
137
Concorde Asset Management
Michigan
$224K +$224K +2,616 New
3F
138
360 Financial
Minnesota
$219K – – –
MA
139
Montag & Associates
Georgia
$219K +$257 +3 +0.1%
FFS
140
Founders Financial Securities
Maryland
$217K +$217K +2,536 New
EWM
141
Empirical Wealth Management
Washington
$214K +$214K +2,500 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$208K -$2.84K -32 -1%
HAS
143
HBW Advisory Services
California
$202K +$202K +2,356 New
AIC
144
Archer Investment Corporation
Indiana
$181K – – –
Citigroup
145
Citigroup
New York
$178K +$14.8K +173 +9%
CFD
146
Creative Financial Designs
Indiana
$168K +$342 +4 +0.2%
PVH
147
Psagot Value Holdings
Israel
$164K -$368K -4,303 -69%
TCOV
148
Trust Company of Vermont
Vermont
$150K – – –
HI
149
Harbour Investments
Wisconsin
$147K +$65K +760 +80%
SSB
150
Sandy Spring Bank
Maryland
$131K – – –
4 5
6
7 8