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Invesco BuyBack Achievers ETF
PKW

202 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

595% more call options, than puts

Call options by funds: $299K | Put options by funds: $43K

195% more capital invested

Capital invested by funds: $315M → $930M (+$615M)

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

30.18% more ownership

Funds ownership: 31.26% → 61.44% (+30%)

13% more funds holding

Funds holding: 179 → 202 (+23)

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
3.25%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$255M
2
Osaic Holdings
Osaic Holdings
Arizona
+$133M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$97.1M
4
OPS
Orion Portfolio Solutions
Nebraska
+$36.2M
5
LPL Financial
LPL Financial
California
+$11M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.87M
2
FA
Fermata Advisors
California
-$4.15M
3
UBS Group
UBS Group
Switzerland
-$3.66M
4
Morgan Stanley
Morgan Stanley
New York
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
126
Capital Market Strategies
Florida
$258K – – –
KLI
127
Kelman-Lazarov Inc
Tennessee
$253K -$59.9K -710 -19%
First Manhattan
128
First Manhattan
New York
$248K – – –
LFAS
129
Level Four Advisory Services
Texas
$247K +$243K +2,883 New
BCA
130
Bay Colony Advisors
Massachusetts
$240K +$237K +2,809 New
PFA
131
Pure Financial Advisors
California
$234K – – –
MWPCG
132
Measured Wealth Private Client Group
New Hampshire
$232K -$1.43K -17 -0.6%
AWM
133
Axxcess Wealth Management
California
$230K -$16.9K -200 -7%
MIM
134
Miller Investment Management
Pennsylvania
$229K +$226K +2,675 New
LS
135
Leelyn Smith
Illinois
$228K +$214K +2,540 +2,032%
TRCT
136
Tower Research Capital (TRC)
New York
$225K -$534K -6,332 -71%
CAM
137
Concorde Asset Management
Michigan
$224K +$221K +2,616 New
3F
138
360 Financial
Minnesota
$219K – – –
MA
139
Montag & Associates
Georgia
$219K +$253 +3 +0.1%
FFS
140
Founders Financial Securities
Maryland
$217K +$214K +2,536 New
EWM
141
Empirical Wealth Management
Washington
$214K +$211K +2,500 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$208K -$2.7K -32 -1%
HAS
143
HBW Advisory Services
California
$202K +$199K +2,356 New
AIC
144
Archer Investment Corporation
Indiana
$181K – – –
Citigroup
145
Citigroup
New York
$178K +$14.6K +173 +9%
CFD
146
Creative Financial Designs
Indiana
$168K +$337 +4 +0.2%
PVH
147
Psagot Value Holdings
Israel
$164K -$363K -4,303 -69%
TCOV
148
Trust Company of Vermont
Vermont
$150K – – –
HI
149
Harbour Investments
Wisconsin
$147K +$64.1K +760 +80%
SSB
150
Sandy Spring Bank
Maryland
$131K – – –
4 5
6
7 8

PKW Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2022, worth a combined $930M — up 195% from $315M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PKW positions and 17 closed out — a net gain of 28 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $255M. The largest seller was Bank of America, cutting an estimated $4.87M.

  • 202 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $930M of Invesco BuyBack Achievers ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 45 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $255M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2022 was Bank of America, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2022.