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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.32%
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
16
Calls
$648K
Puts
–
Net Calls
+$648K
Net Calls Change
+$406K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$436M
2
Osaic Holdings
Osaic Holdings
Arizona
+$274M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$187M
4
BCI
Brinker Capital Investments
Pennsylvania
+$60.7M
5
OPS
Orion Portfolio Solutions
Nebraska
+$60.7M

Top Sellers

1
BCM
BlueCrest Capital Management
Jersey
-$3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.31M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
Goldman Sachs
Goldman Sachs
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$352K +$352K +3,908 New
WA
127
WBH Advisory
Maryland
$344K -$28K -311 -8%
WMS
128
Wealth Management Solutions
Pennsylvania
$338K +$270 +3 +0.1%
LSA
129
Lion Street Advisors
Texas
$331K +$331K +3,684 New
LS
130
Leelyn Smith
Illinois
$329K +$89.4K +994 +37%
MFGM
131
Marshall Financial Group (Maryland)
Maryland
$324K +$324K +3,605 New
PFA
132
Pure Financial Advisors
California
$322K +$21.3K +237 +7%
Citigroup
133
Citigroup
New York
$322K +$114K +1,262 +55%
WCM
134
WealthBridge Capital Management
Ohio
$318K +$24.4K +271 +8%
SL
135
Salomon & Ludwin
Virginia
$313K +$10.1K +112 +3%
SPC
136
Sigma Planning Corp
Michigan
$312K +$312K +3,469 New
HI
137
Hudock Inc
Pennsylvania
$308K -$121K -1,350 -28%
PFS
138
Prospera Financial Services
Texas
$293K +$2.52K +28 +0.9%
M&T Bank
139
M&T Bank
New York
$292K – – –
WS
140
Wedbush Securities
California
$289K +$359 +4 +0.1%
IWC
141
Integrated Wealth Concepts
Massachusetts
$273K +$273K +3,035 New
AWA
142
Arkadios Wealth Advisors
Georgia
$272K -$20.3K -226 -7%
CMS
143
Capital Market Strategies
Florida
$265K – – –
GM
144
GeoWealth Management
Illinois
$263K +$263K +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 +$247K +2,750 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$247K -$1.31M -14,018 -84%
KLI
149
Kelman-Lazarov Inc
Tennessee
$246K -$10.3K -115 -4%
MWPCG
150
Measured Wealth Private Client Group
New Hampshire
$244K – – –
4 5
6
7 8