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Invesco BuyBack Achievers ETF

202 hedge funds and large institutions have $930M invested in Invesco BuyBack Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $299K | Put options by funds: $43K

195% more capital invested

Capital invested by funds: $315M → $930M (+$615M)

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30.18% more ownership

Funds ownership: 31.26%61.44% (+30%)

13% more funds holding

Funds holding: 179202 (+23)

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
64
Reduced
41
Closed
17
Calls
$299K
Puts
$43K
Net Calls
+$256K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$130K -$60.4K -716 -32%
Bessemer Group
152
Bessemer Group
New Jersey
$129K +$127K +1,503 New
GWM
153
Geneos Wealth Management
Colorado
$126K -$8.43K -100 -6%
SV
154
Sturgeon Ventures
United Kingdom
$125K +$123K +1,457 New
TSWM
155
Tyler-Stone Wealth Management
Ohio
$116K
PA
156
Parallel Advisors
California
$113K
TWD
157
True Wealth Design
Ohio
$102K +$100K +1,187 New
CF
158
Centaurus Financial
California
$101K +$99.5K +1,180 New
PTC
159
Private Trust Company
Ohio
$95K +$169 +2 +0.2%
RIA
160
Realta Investment Advisors
Delaware
$86.4K +$84 +1 +0.1%
FFA
161
Farther Finance Advisors
California
$76.7K +$75.5K +896 New
MPCL
162
My Personal CFO LLC
Washington
$71.4K +$70.4K +835 New
SIS
163
Sound Income Strategies
Florida
$69.6K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$64.2K
MA
165
MCF Advisors
Kentucky
$64.2K
CPG
166
Cornerstone Planning Group
New Jersey
$58.5K +$56.7K +673 New
GRP
167
Global Retirement Partners
California
$48.9K +$22.4K +266 +87%
WT
168
Whittier Trust
California
$47K +$84 +1 +0.2%
BlackRock
169
BlackRock
New York
$42.8K
JIR
170
James Investment Research
Ohio
$42K -$422 -5 -1%
ONST
171
Old North State Trust
North Carolina
$39K
TWC
172
TD Waterhouse Canada
Ontario, Canada
$38.5K
William Blair & Company
173
William Blair & Company
Illinois
$37.2K
HNB
174
Huntington National Bank
Ohio
$35.8K
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$34.4K

PKW Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2022, worth a combined $930M — up 195% from $315M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PKW positions and 17 closed out — a net gain of 28 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $255M. The largest seller was Bank of America, cutting an estimated $4.87M.

  • 202 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $930M of Invesco BuyBack Achievers ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 45 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $255M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2022 was Bank of America, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2022.