We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$352K +$360K +3,908 New
WA
127
WBH Advisory
Maryland
$344K -$28.6K -311 -8%
WMS
128
Wealth Management Solutions
Pennsylvania
$338K +$276 +3 +0.1%
LSA
129
Lion Street Advisors
Texas
$331K +$339K +3,684 New
LS
130
Leelyn Smith
Illinois
$329K +$91.5K +994 +37%
MFGM
131
Marshall Financial Group (Maryland)
Maryland
$324K +$332K +3,605 New
PFA
132
Pure Financial Advisors
California
$322K +$21.8K +237 +7%
Citigroup
133
Citigroup
New York
$322K +$116K +1,262 +55%
WCM
134
WealthBridge Capital Management
Ohio
$318K +$24.9K +271 +8%
SL
135
Salomon & Ludwin
Virginia
$313K +$10.3K +112 +3%
SPC
136
Sigma Planning Corp
Michigan
$312K +$319K +3,469 New
HI
137
Hudock Inc
Pennsylvania
$308K -$124K -1,350 -28%
PFS
138
Prospera Financial Services
Texas
$293K +$2.58K +28 +0.9%
M&T Bank
139
M&T Bank
New York
$292K
WS
140
Wedbush Securities
California
$289K +$368 +4 +0.1%
IWC
141
Integrated Wealth Concepts
Massachusetts
$273K +$279K +3,035 New
AWA
142
Arkadios Wealth Advisors
Georgia
$272K -$20.8K -226 -7%
CMS
143
Capital Market Strategies
Florida
$265K
GM
144
GeoWealth Management
Illinois
$263K +$269K +2,924 New
First Manhattan
145
First Manhattan
New York
$261K
LFAS
146
Level Four Advisory Services
Texas
$259K
FA
147
Fermata Advisors
California
$247K +$253K +2,750 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$247K -$1.29M -14,018 -84%
KLI
149
Kelman-Lazarov Inc
Tennessee
$246K -$10.6K -115 -4%
MWPCG
150
Measured Wealth Private Client Group
New Hampshire
$244K

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.