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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

204 hedge funds and large institutions have $439M invested in Invesco BuyBack Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
47
Reduced
77
Closed
27
Calls
$79K
Puts
–
Net Calls
+$79K
Net Calls Change
-$569K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.65M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.95M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$478M
2
Osaic Holdings
Osaic Holdings
Arizona
-$299M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BCI
Brinker Capital Investments
Pennsylvania
-$66.8M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$279K -$66.8M -671,443 -100%
OPS
127
Orion Portfolio Solutions
Nebraska
$279K -$66.8M -671,443 -100%
KLI
128
Kelman-Lazarov Inc
Tennessee
$271K – – –
3F
129
360 Financial
Minnesota
$270K +$270K +2,725 New
MWPCG
130
Measured Wealth Private Client Group
New Hampshire
$269K – – –
MIM
131
Miller Investment Management
Pennsylvania
$265K – – –
AWM
132
Axxcess Wealth Management
California
$263K -$573K -5,789 -69%
FA
133
Fermata Advisors
California
$261K -$11.2K -113 -4%
AIC
134
Archer Investment Corporation
Indiana
$261K +$57.3K +579 +28%
Citigroup
135
Citigroup
New York
$258K -$96.6K -976 -27%
EWM
136
Empirical Wealth Management
Washington
$257K +$9.41K +95 +4%
MFGM
137
Marshall Financial Group (Maryland)
Maryland
$257K -$100K -1,012 -28%
BS
138
Banco Santander
Spain
$253K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$252K +$252K +2,549 New
TWM
140
Triton Wealth Management
Arizona
$248K – – –
AWA
141
Arkadios Wealth Advisors
Georgia
$247K -$52.1K -526 -17%
CAS
142
Coppell Advisory Solutions
Texas
$245K +$241K +2,431 +6,233%
IWC
143
Integrated Wealth Concepts
Massachusetts
$234K -$66.7K -674 -22%
SL
144
Sentry LLC
Tennessee
$232K – – –
AWM
145
AE Wealth Management
Kansas
$228K -$8.47M -84,650 -97%
1WM
146
1858 Wealth Management
Ohio
$227K +$227K +2,295 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$226K +$196K +1,975 +658%
US Bancorp
148
US Bancorp
Minnesota
$223K -$653K -6,593 -75%
NS
149
NBC Securities
Alabama
$214K – – –
PA
150
PFG Advisors
Arizona
$210K +$210K +2,125 New
4 5
6
7 8