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Invesco BuyBack Achievers ETF

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
151
Miller Investment Management
Pennsylvania
$241K
GRP
152
Global Retirement Partners
California
$232K +$190K +2,062 +360%
BS
153
Banco Santander
Spain
$230K
TI
154
Trexquant Investment
Connecticut
$229K +$234K +2,548 New
TWM
155
Triton Wealth Management
Arizona
$227K +$233K +2,528 New
EWM
156
Empirical Wealth Management
Washington
$225K
ACG
157
Allen Capital Group
Nebraska
$211K -$3.68K -40 -2%
SL
158
Sentry LLC
Tennessee
$211K
NS
159
NBC Securities
Alabama
$195K +$200K +2,171 New
RW
160
RVW Wealth
California
$190K +$195K +2,115 New
AIC
161
Archer Investment Corporation
Indiana
$185K
TCOV
162
Trust Company of Vermont
Vermont
$158K
HI
163
Harbour Investments
Wisconsin
$151K +$66.1K +718 +75%
SSB
164
Sandy Spring Bank
Maryland
$138K
SV
165
Sturgeon Ventures
United Kingdom
$131K
PA
166
Parallel Advisors
California
$128K +$9.2K +100 +8%
TSWM
167
Tyler-Stone Wealth Management
Ohio
$122K
TWD
168
True Wealth Design
Ohio
$107K
PTC
169
Private Trust Company
Ohio
$99.9K +$92 +1 +0.1%
CFD
170
Creative Financial Designs
Indiana
$86.3K -$19.4K -211 -18%
FFA
171
Farther Finance Advisors
California
$80.6K
CPG
172
Cornerstone Planning Group
New Jersey
$78.5K +$80.3K +873 New
SIS
173
Sound Income Strategies
Florida
$73.1K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$67.5K
Comerica Bank
175
Comerica Bank
Texas
$64.2K +$65.7K +714 New

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.