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Invesco BuyBack Achievers ETF

215 hedge funds and large institutions have $456M invested in Invesco BuyBack Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,018% more call options, than puts

Call options by funds: $893K | Put options by funds: $11K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $411M → $456M (+$44.5M)

7% more funds holding

Funds holding: 201215 (+14)

0.35% more ownership

Funds ownership: 37.68%38.03% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
66
Closed
5
Calls
$893K
Puts
$11K
Net Calls
+$882K
Net Calls Change
+$893K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
151
Lodestar Private Asset Management
California
$219K +$207K +1,914 New
CCMG
152
Clark Capital Management Group
Pennsylvania
$211K +$199K +1,842 New
KCFA
153
Key Client Fiduciary Advisors
New Jersey
$210K +$198K +1,832 New
SL
154
Sentry LLC
Tennessee
$209K -$55.8K -515 -22%
AF
155
Apollon Financial
South Carolina
$207K -$19.2K -177 -9%
UWM
156
USAdvisors Wealth Management
Minnesota
$203K +$511K +4,725 New
DAS
157
Dynamic Advisor Solutions
Arizona
$203K +$191K +1,768 New
LSA
158
Lion Street Advisors
Texas
$202K +$191K +1,761 New
WS
159
Wedbush Securities
California
$201K -$160K -1,478 -46%
TCOV
160
Trust Company of Vermont
Vermont
$201K
SSB
161
Sandy Spring Bank
Maryland
$176K
PA
162
Parallel Advisors
California
$163K
SL
163
Salomon & Ludwin
Virginia
$134K
PTC
164
Private Trust Company
Ohio
$126K
TWD
165
True Wealth Design
Ohio
$124K -$6.39K -59 -5%
AF
166
Allworth Financial
California
$121K
DF
167
Dunhill Financial
United Kingdom
$115K +$109K +1,005 New
GWM
168
Geneos Wealth Management
Colorado
$115K -$32.5K -300 -23%
CFD
169
Creative Financial Designs
Indiana
$111K +$108 +1 +0.1%
CAS
170
Coppell Advisory Solutions
Texas
$106K -$22.3K -206 -18%
SIS
171
Sound Income Strategies
Florida
$93.1K
VWM
172
Valley Wealth Managers
New Jersey
$89.9K +$85K +785 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$85.9K
FFA
174
Farther Finance Advisors
California
$84.9K -$10.1K -93 -11%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$84.7K +$78.5K +725 New

PKW Hedge Fund Activity: Q3 2024 in Review

215 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2024, worth a combined $456M — up 11% from $411M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 5 closed out — a net gain of 15 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was Bank of New York Mellon, cutting an estimated $2.34M.

  • 215 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $456M of Invesco BuyBack Achievers ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2024 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2024 was Bank of America, an estimated $2.34M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2024.