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Invesco BuyBack Achievers ETF

210 hedge funds and large institutions have $481M invested in Invesco BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $425M → $481M (+$56.2M)

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

7% more funds holding

Funds holding: 197210 (+13)

14.53% less ownership

Funds ownership: 46.2%31.67% (-15%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
61
Reduced
54
Closed
18
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PFG Advisors
Arizona
$205K +$202K +2,125 New
JP Morgan Chase
152
JP Morgan Chase
New York
$203K
BAM
153
Belpointe Asset Management
Nevada
$202K -$71.1K -750 -26%
GWM
154
Geneos Wealth Management
Colorado
$175K -$10.4K -110 -6%
TCOV
155
Trust Company of Vermont
Vermont
$169K +$166K +1,751 New
AIC
156
Archer Investment Corporation
Indiana
$149K -$4.74K -50 -3%
SSB
157
Sandy Spring Bank
Maryland
$148K
AIP
158
Ahrens Investment Partners
Louisiana
$141K +$138K +1,460 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$136K
TSWM
160
Tyler-Stone Wealth Management
Ohio
$130K +$128K +1,351 New
PA
161
Parallel Advisors
California
$127K
KPCM
162
Kings Point Capital Management
New York
$97K
MCC
163
Money Concepts Capital
Florida
$97K +$94.9K +1,000 New
TC
164
TAP Consulting
Missouri
$89K +$87.2K +919 New
SIS
165
Sound Income Strategies
Florida
$78K
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$77.2K +$69.2K +730 +1,043%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$74K +$1.9K +20 +3%
BW
168
Bison Wealth
Georgia
$70K
CWS
169
Confluence Wealth Services
Pennsylvania
$67K +$66.4K +700 New
CAL
170
Capital Analysts LLC
Pennsylvania
$63K -$19K -200 -24%
HI
171
Harbour Investments
Wisconsin
$63K -$5.03K -53 -7%
RPCONE
172
Retirement Planning Company of New England
Rhode Island
$49K +$48.2K +508 New
BlackRock
173
BlackRock
New York
$48K
ONST
174
Old North State Trust
North Carolina
$44K
TWC
175
TD Waterhouse Canada
Ontario, Canada
$43K +$39.3K +414 New

PKW Hedge Fund Activity: Q4 2021 in Review

210 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2021, worth a combined $481M — up 13% from $425M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PKW positions and 18 closed out — a net gain of 14 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.8M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $227M.

  • 210 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $481M of Invesco BuyBack Achievers ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.8M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2021.