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Invesco BuyBack Achievers ETF
PKW

194 hedge funds and large institutions have $483M invested in Invesco BuyBack Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

1.97% more ownership

Funds ownership: 31.67% → 33.64% (+2%)

0% more capital invested

Capital invested by funds: $481M → $483M (+$1.72M)

8% less funds holding

Funds holding: 210 → 194 (-16)

12% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.33M

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
194
Holders Change
-16
Holders Change %
-7.62%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
69
Reduced
49
Closed
23
Calls
$1.16M
Puts
$1.33M
Net Calls
-$165K
Net Calls Change
-$425K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$13.4M
2
Bank of America
Bank of America
North Carolina
+$12.6M
3
LPL Financial
LPL Financial
California
+$10.8M
4
GM
GeoWealth Management
Illinois
+$9.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.92M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.9M
2
AWM
AE Wealth Management
Kansas
-$6.05M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$5.56M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.3M
5
Truist Financial
Truist Financial
North Carolina
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
151
1834 Investment Advisors
Wisconsin
$197K – – –
Citigroup
152
Citigroup
New York
$197K +$4.04K +44 +2%
AIC
153
Archer Investment Corporation
Indiana
$191K +$52.6K +573 +37%
BAM
154
Belpointe Asset Management
Nevada
$189K – – –
US Bancorp
155
US Bancorp
Minnesota
$168K -$63.5K -692 -27%
SSB
156
Sandy Spring Bank
Maryland
$139K – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$127K – – –
PA
158
Parallel Advisors
California
$122K – – –
TSWM
159
Tyler-Stone Wealth Management
Ohio
$122K – – –
MCC
160
Money Concepts Capital
Florida
$101K +$10.5K +114 +11%
KPCM
161
Kings Point Capital Management
New York
$90K – – –
SIS
162
Sound Income Strategies
Florida
$74K – – –
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$69.3K -$3.12K -34 -4%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$68K -$1.84K -20 -3%
MA
165
MCF Advisors
Kentucky
$68K +$68.8K +750 New
BW
166
Bison Wealth
Georgia
$65K – – –
CAL
167
Capital Analysts LLC
Pennsylvania
$59K – – –
BlackRock
168
BlackRock
New York
$45K -$92 -1 -0.2%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$39.8K – – –
HNB
170
Huntington National Bank
Ohio
$38K – – –
TAM
171
Townsend Asset Management
North Carolina
$37K – – –
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$36K – – –
PWMG
173
Prestige Wealth Management Group
New Jersey
$34K – – –
HCM
174
Highlander Capital Management
New Jersey
$32K – – –
WWM
175
Wolff Wiese Magana
California
$32K – – –
5 6
7
8 9

PKW Hedge Fund Activity: Q1 2022 in Review

194 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2022, worth a combined $483M — up 0.36% from $481M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PKW and 12 opened new positions — a net loss of 11 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was Wells Fargo, adding an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $8.9M.

  • 194 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2022, down from 210 in Q4 2021.
  • Funds reported $483M of Invesco BuyBack Achievers ETF stock for Q1 2022, up 0.36% quarter-over-quarter.
  • 12 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2022 was Osaic Holdings, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2022.