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Invesco BuyBack Achievers ETF
PKW

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 215 → 226 (+11)

3.01% more ownership

Funds ownership: 38.03% → 41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.4M
2
ECA
Elevation Capital Advisory
Oregon
+$8.72M
3
GM
GeoWealth Management
Illinois
+$8.72M
4
OCM
One Capital Management
California
+$3.39M
5
WA
Waverly Advisors
Alabama
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
3
Morgan Stanley
Morgan Stanley
New York
-$1.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.03M
5
EWA
EP Wealth Advisors
California
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
126
American Institute for Advanced Investment Management
Arizona
$334K – – –
First Manhattan
127
First Manhattan
New York
$334K – – –
TSWM
128
Tyler-Stone Wealth Management
Ohio
$312K +$355 +3 +0.1%
MWPCG
129
Measured Wealth Private Client Group
New Hampshire
$310K – – –
MIM
130
Miller Investment Management
Pennsylvania
$308K – – –
IFG
131
Independent Financial Group
California
$308K +$317K +2,675 New
AWM
132
Axxcess Wealth Management
California
$305K -$355 -3 -0.1%
Financial Engines Advisors
133
Financial Engines Advisors
California
$304K +$313K +2,642 New
TWM
134
Triton Wealth Management
Arizona
$303K – – –
BS
135
Banco Santander
Spain
$294K – – –
RIA
136
Regal Investment Advisors
Michigan
$289K -$78.5K -663 -21%
AWA
137
Arkadios Wealth Advisors
Georgia
$288K +$118 +1 +0%
EWM
138
Empirical Wealth Management
Washington
$288K – – –
HI
139
Hudock Inc
Pennsylvania
$285K +$355 +3 +0.1%
T
140
Tidemark
California
$274K +$118 +1 +0%
RCA
141
Runnymede Capital Advisors
Ohio
$269K +$277K +2,340 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$266K – – –
1WM
143
1858 Wealth Management
Ohio
$264K – – –
TIAA Trust, National Association
144
TIAA Trust, National Association
North Carolina
$262K – – –
MA
145
Montag & Associates
Georgia
$260K -$376K -3,173 -58%
US Bancorp
146
US Bancorp
Minnesota
$259K -$63.1K -533 -19%
NWMG
147
National Wealth Management Group
Ohio
$256K +$263K +2,221 New
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$246K – – –
PA
149
PFG Advisors
Arizona
$245K – – –
FSA
150
Financial Security Advisor
Virginia
$243K +$474 +4 +0.2%
4 5
6
7 8

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.