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Invesco BuyBack Achievers ETF
PKW

215 hedge funds and large institutions have $456M invested in Invesco BuyBack Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,018% more call options, than puts

Call options by funds: $893K | Put options by funds: $11K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $411M → $456M (+$44.5M)

7% more funds holding

Funds holding: 201 → 215 (+14)

0.35% more ownership

Funds ownership: 37.68% → 38.03% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
58
Reduced
66
Closed
5
Calls
$893K
Puts
$11K
Net Calls
+$882K
Net Calls Change
+$893K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.34M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
+$2.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
4
UBS Group
UBS Group
Switzerland
+$1.03M
5
PWSG
Pacific Wealth Strategies Group
California
+$979K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.34M
2
LPL Financial
LPL Financial
California
-$2.16M
3
KAS
Kestra Advisory Services
Texas
-$1.34M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.14M
5
RBFC
Roman Butler Fullerton & Co
Missouri
-$946K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$319K +$57.7K +533 +24%
TRCT
127
Tower Research Capital (TRC)
New York
$319K -$4.87K -45 -2%
TSWM
128
Tyler-Stone Wealth Management
Ohio
$310K +$147K +1,354 +100%
MWPCG
129
Measured Wealth Private Client Group
New Hampshire
$308K – – –
MIM
130
Miller Investment Management
Pennsylvania
$306K – – –
AWM
131
Axxcess Wealth Management
California
$304K – – –
SA
132
Sanctuary Advisors
Indiana
$303K -$22.1K -204 -8%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$299K -$23.5K -217 -8%
BS
134
Banco Santander
Spain
$292K – – –
TWM
135
Triton Wealth Management
Arizona
$289K – – –
AWA
136
Arkadios Wealth Advisors
Georgia
$286K +$108 +1 +0%
EWM
137
Empirical Wealth Management
Washington
$286K -$10.8K -100 -4%
HI
138
Hudock Inc
Pennsylvania
$283K -$82.5K -762 -24%
3F
139
360 Financial
Minnesota
$273K -$24.4K -225 -9%
T
140
Tidemark
California
$273K – – –
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$263K – – –
1WM
142
1858 Wealth Management
Ohio
$263K – – –
TIAA Trust, National Association
143
TIAA Trust, National Association
North Carolina
$261K -$23.1K -213 -9%
NS
144
NBC Securities
Alabama
$248K – – –
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$245K – – –
PA
146
PFG Advisors
Arizona
$243K – – –
FSA
147
Financial Security Advisor
Virginia
$241K +$433 +4 +0.2%
AP
148
Aspect Partners
Virginia
$238K +$541 +5 +0.2%
MWM
149
Mission Wealth Management
California
$229K – – –
KLI
150
Kelman-Lazarov Inc
Tennessee
$227K – – –
4 5
6
7 8

PKW Hedge Fund Activity: Q3 2024 in Review

215 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2024, worth a combined $456M — up 11% from $411M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 5 closed out — a net gain of 15 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was Bank of New York Mellon, cutting an estimated $2.34M.

  • 215 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $456M of Invesco BuyBack Achievers ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2024 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2024 was Bank of America, an estimated $2.34M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2024.