Invesco BuyBack Achievers ETF
138 hedge funds and large institutions have $188M invested in Invesco BuyBack Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 21 closing their positions.
1.32% less ownership
Funds ownership: 30.21% → 28.89% (-1.3%)
4% less funds holding
Funds holding: 144 → 138 (-6)
9% less capital invested
Capital invested by funds: $207M → $188M (-$19.5M)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
61% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 57
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$898K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$873K |
| 3 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
+$783K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$568K |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.24M |
| 2 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
-$3.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.98M |
| 5 |
Morgan Stanley
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFAM
151
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$17K | -304 | Closed |
|
|
AAIM
152
Asset Advisors Investment Management
Augusta,
Georgia
| – | -$17K | -300 | Closed |
|
|
RDWM
153
Red Door Wealth Management
Memphis,
Tennessee
| – | -$11K | -200 | Closed |
|
|
MWA
154
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| – | -$11.3K | -196 | Closed |
|
155
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -150 | Closed |
|
|
ACA
156
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$4.01K | -70 | Closed |
|
|
SW
157
SVB Wealth
Boston,
Massachusetts
| – | -$3K | -62 | Closed |
|
|
WAS
158
Winch Advisory Services
Appleton,
Wisconsin
| – | -$3K | -48 | Closed |
|
PKW Hedge Fund Activity: Q3 2020 in Review
138 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2020, worth a combined $188M — down 9.4% from $207M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of PKW and 15 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 22 added.
The largest buyer was Susquehanna International Group, adding an estimated $898K. The largest seller was Bank of America, cutting an estimated $6.24M.
- 138 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2020, down from 144 in Q2 2020.
- Funds reported $188M of Invesco BuyBack Achievers ETF stock for Q3 2020, down 9.4% quarter-over-quarter.
- 15 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2020 and 21 closed out, a net change of -6 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $898K added.
- The largest Invesco BuyBack Achievers ETF seller in Q3 2020 was Bank of America, an estimated $6.24M sold.
Based on aggregated 13F filings for Q3 2020.